What are the responsibilities and job description for the Transaction Advisory Services (TAS) Director position at KSM (Katz, Sapper & Miller)?
We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Through our deep experience across multiple disciplines and industries, we provide our clients with the inspiration, insight, and technical expertise they need to achieve great things.
Our firm is rooted in entrepreneurialism and committed to excellence – for our employees, our clients, and our communities. At KSM, you’ll be empowered to hone your skills and develop your interests. You’ll feel valued and cared for – and challenged – in a fun, collegial environment where you’re appreciated as an individual with singular talents. And you’ll be rewarded for growing, leading, and innovating. Because our vision for you is that you come to work every day and do your very best work. To be there for your teammates. To best serve our clients. And to realize your full potential as a professional – and as a person.
Headquartered in Indianapolis, we have multiple offices and serve an impressive roster of clients across the nation who count on us to be their trusted advisors.
Position Summary:
Katz, Sapper & Miller (“KSM”) has a Director opportunity to join their growing Transaction Advisory Services (“TAS”) team. This role provides a dynamic & flexible environment, with learning opportunities in working with private equity and corporate clients on buy-side and sell-side financial due diligence engagements. The KSM TAS team will provide the opportunity to drive your own career path & advancement.
As a Director you will have the opportunity to lead in an energetic atmosphere, oversee the assessment of quality of earnings, cash flows, working capital, key business drivers through analyzing financial details and discussions with management and their advisors.
Responsibilities:
- Manage and oversee engagement teams on buy-side and sell-side financial due diligence engagements/projects.
- Supervise, develop and train staff on engagements. Evaluate performance and participate in individual's performance appraisal process
- Interact directly with managers and partners on matters related to client and engagement management
- Strengthen existing client relationships and developing new business opportunities by providing outstanding client service
- Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
- Invest in professional development through active participation in training sessions and networking events both internally and externally
- Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
- Demonstrate excellent team skills, positive attitude and high ethical standards
Requirements/Qualifications:
- Eight (8 ) years' experience in a large accounting firm in audit, financial advisory or transaction service lines or appliable experience in corporate finance or accounting.
- Five (5) years’ of supervisory experience, mentoring and counseling associates desired
- Relevant bachelor’s degree in accounting, finance or related
- Certified public accountant (CPA) – preferred
- High motivation, initiative and positive attitude
- Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
- Intermediate modeling and excel skills, experience conducting complex quantitative
and qualitative financial analysis and ability to generate data-driven insights - Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
environment with shifting priorities - Excellent verbal and written communication, experience presenting analyses to
management and ability to lead and drive initiatives - Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
- Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.
KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.
