Accounting Advisory Director
KSM (Katz, Sapper & Miller) · United States · 2 mo ago
RemoteRemoteConsultingFull-time
Position Summary
KSM has a Director opportunity to join the Accounting Advisory group, a growing part of the firm’s Transaction Advisory Services (TAS) team. This role provides a dynamic & flexible environment with opportunities in working with private equity and corporate clients on various accounting advisory engagements, with an emphasis on post-closing projects and broader accounting-related consulting opportunities.
Responsibilities
- Lead complex accounting advisory engagements for private equity and corporate clients, with a primary emphasis on purchase accounting (ASC 805), opening balance sheet matters, and purchase price adjustment support
- Assist in the continued development of the TAS Accounting Advisory service line through high-quality client delivery, internal collaboration, and participation in practice development initiatives
- Support the growth and retention of existing client relationships while contributing to new business opportunities through internal cross-selling, marketplace visibility, and external business development efforts
- Evaluate the feasibility of new service offerings and adjacent accounting advisory opportunities, helping assess market demand, team capabilities, delivery considerations, and overall strategic fit for the group
- Collaborate with TAS leadership and other firm leaders to identify opportunities where Accounting Advisory can support broader client needs and complementary service offerings
- Mentor, coach, and develop members of the Accounting Advisory team as the group continues to scale; provide timely feedback, strengthen team leverage, and support a consistent review process across engagements
- Apply contractual purchase agreement elements to opening balance sheets and price adjustment mechanisms
- Lead meetings with target company management and interact with executive-level stakeholders to obtain pertinent information, communicate key issues, and drive engagements forward
- Own the projects assigned and move them toward and through completion, seeking assistance as needed; this includes detailed review of Senior Associate and Manager work product
- Help enhance engagement execution by improving consistency, supporting efficient staffing and review practices, and contributing to a scalable team environment
Requirements/Qualifications
- Minimum of 8–10+ years of experience in audit or other financial reporting roles
- Strong technical accounting background with demonstrated experience in resolving technical accounting matters independently
- Significant background in purchase accounting and purchase price adjustment engagements, including projects with minimal oversight
- Demonstrates a high level of efficiency in Excel
- Bachelor’s degree in accounting or finance, OR: CPA, CFA, or CFE certification
- Strong current knowledge of U.S. Generally Accepted Accounting Principles, especially ASC 805 and ASC 810
- Demonstrated ability to manage, coach, and develop teams, including reviewing work product, delegating effectively, and building confidence in less experienced team members
- Experience contributing to practice growth through business development, internal cross-selling, client relationship expansion, or development of new service opportunities
- Able to balance technical excellence with leadership responsibilities and a client-service mindset in a fast-paced, deadline-driven environment
- Familiarity with the M&A process and market
- Strong project management skills; highly analytical, organized, and inquisitive
- Desire to work in a deadline-driven environment (independently and/or with others) while effectively managing unexpected issues and/or questions in a professional manner
- Ability to adapt communication style to successfully convey messaging & objectives to all levels of management, clients, colleagues, etc.
- Minimal travel as needed to various client sites (less than 5%)