Accounting Advisory Director

KSM (Katz, Sapper & Miller); United States; On-site; USD 120,000 - 160,000; Full time

Job summary

KSM (Katz, Sapper & Miller) seeks a Director for its Accounting Advisory group. This role involves leading private equity and corporate advisory engagements, focusing on purchase accounting, and enhancing client relations.

The ideal candidate will have 8–10+ years in financial reporting, strong technical accounting expertise, and a knack for team leadership. Join a firm that prioritizes a balanced work culture and offers opportunities to influence service processes.

Qualifications

• 8–10+ years of experience in audit or other financial reporting roles.
• Significant experience in purchase accounting and price adjustment engagements.
• Proven ability to manage, coach, and develop teams.

Responsibilities

• Lead complex accounting advisory engagements for private equity and corporate clients.
• Assist the development of the Accounting Advisory service line.
• Support growth and retention of existing client relationships.

Skills

Technical accounting knowledge

Ability to manage and develop teams

Strong communication skills

Project management skills

High proficiency in Excel

Education

Bachelor’s degree in accounting or finance

CPA, CFA, or CFE certification

Job description

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Our culture prioritizes people and flexibility, enabling careers and personal lives to thrive together.

Position Summary

KSM seeks a Director for the Accounting Advisory group within the Transaction Advisory Services team. The role involves leading private equity and corporate accounting advisory engagements, primarily in purchase accounting, post-closing projects, and broader consulting opportunities. The position offers strategic influence on service offerings, process improvement, and client relations.

Responsibilities

• Lead complex accounting advisory engagements for private equity and corporate clients, focusing on purchase accounting (ASC 805), opening balance sheet matters, and purchase price adjustment support.
• Assist development of the Accounting Advisory service line through high‑quality client delivery, internal collaboration, and practice‑development initiatives.
• Support growth and retention of existing client relationships while contributing to new business opportunities through cross‑selling, market visibility, and external business development.
• Evaluate feasibility of new service offerings and adjacent accounting advisory opportunities, assessing market demand, team capabilities, delivery considerations, and strategic fit.
• Collaborate with TAS leadership and other firm leaders to identify opportunities where Accounting Advisory can support broader client needs and complementary services.
• Mentor, coach, and develop team members, providing timely feedback, strengthening review processes across engagements.
• Assist the advisory team in obtaining and preparing data for purchase accounting and purchase price adjustments, including review of purchase agreements and discussions with attorneys.
• 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 assigned projects and progress them toward completion, providing assistance as needed and reviewing work product of associates and managers.
• Support clients in navigating post‑closing disputes and other transaction‑related accounting matters.
• Work on a variety of projects that vary in size and complexity, including accounting investigations, internal control consulting, audit support, technical accounting memo writing, and other advisory matters.
• Help enhance engagement execution by improving consistency, supporting efficient staffing and review practices, and contributing to a scalable team environment.

Requirements & Qualifications

• 8–10+ years of experience in audit or other financial reporting roles.
• Strong technical accounting background with independent resolution of technical accounting matters.
• Significant experience in purchase accounting and purchase price adjustment engagements, including projects undertaken with minimal oversight.
• High proficiency in Excel.
• Bachelor’s degree in accounting or finance, or CPA, CFA, or CFE certification.
• Strong current knowledge of U.S. GAAP, especially ASC 805 and ASC 810.
• Proven ability to manage, coach, and develop teams, including reviewing work product and delegating effectively.
• Experience contributing to practice growth through business development, internal cross‑selling, client relationship expansion, or development of new service opportunities.
• Ability 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.
• Strong communication style adaptable to all levels of management, clients, and colleagues.
• Minimal travel (less than 5%).

Equal Opportunity Statement

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.