TAS Tax Director

KSM Business Services, Inc.; Indianapolis (IN); On-site; USD 180,000 - 280,000; Full time

Job summary

Katz, Sapper & Miller (KSM) seeks an entrepreneurial Tax Director to lead and expand its TAS Tax Diligence practice. This role builds on growth in Financial Due Diligence by creating a market-leading tax diligence offering for private equity, strategic buyers, and other deal participants.

The Director will own the strategy, guide engagements, mentor the team, and collaborate across KSM’s TAS and Financial Due Diligence leaders to deliver innovative, high-quality tax due diligence services across

Qualifications

• Bachelor’s degree in Accounting, Finance, Taxation or related field; CPA mandatory.
• Master’s degree in Taxation (MST/JD/LLM) preferred.
• 10+ years of progressive experience in tax advisory with transaction-related diligence.

Responsibilities

• Lead the strategic direction and growth of TAS Tax Diligence practice.
• Develop and execute a growth strategy to expand tax diligence capabilities and revenue.
• Serve as lead advisor on tax due diligence for PE firms, strategic buyers, and sellers.
• Identify, assess, and communicate tax risks and structuring options in acquisitions and restructurings.
• Collaborate with tax specialists to deliver comprehensive cross-border tax solutions.
• Review acquisition documents to identify key tax considerations and provisions.

Skills

Tax due diligence

Leadership

Client relations

Tax advisory

Deal execution

Education

Bachelor's degree in Accounting/Finance/Taxation

CPA mandatory

Master's degree in Taxation preferred (MST/JD/LLM)

Tools

Microsoft Excel

Job description

Position Summary: Katz, Sapper & Miller (KSM) is seeking an entrepreneurial Tax Director to lead and expand its Transaction Advisory Services (TAS) Tax Diligence practice. This individual will play a pivotal role in building upon the significant growth KSM has achieved within its Financial Due Diligence practice by developing a market‑leading tax diligence offering that serves private equity firms, strategic buyers, and other transaction participants.

Responsibilities

• Lead the strategic direction, growth, and overall performance of KSM’s Transaction Advisory Services (TAS) Tax Diligence practice.
• Develop and execute a practice growth strategy that expands KSM’s tax diligence capabilities, market presence, and revenue contribution within the broader TAS platform.
• Serve as the lead advisor on tax due diligence engagements for private equity firms, strategic acquirers, family offices, and corporate sellers.
• Identify, assess, and communicate tax risks, opportunities, and structuring considerations associated with acquisitions, dispositions, recapitalizations, and business restructurings.
• Collaborate with KSM’s tax specialists and subject matter experts to deliver comprehensive solutions on complex federal, state, local, and international tax matters.
• Review and analyze acquisition agreements, merger agreements, and related transaction documents to identify key tax considerations and negotiate tax‑related provisions.
• Partner closely with KSM’s Financial Due Diligence leadership to identify opportunities, develop integrated service offerings, and enhance the client experience throughout the transaction lifecycle.
• Build, mentor, and develop a high‑performing team of tax diligence professionals, creating a culture of technical excellence, collaboration, and career growth.
• Provide leadership, coaching, and performance management to team members while fostering engagement, retention, and professional development.
• Maintain responsibility for engagement quality, risk management, client satisfaction, and overall financial performance, including budgeting, realization, billing, and collections.
• Develop and maintain executive‑level relationships with private equity firms, investment banks, attorneys, lenders, and strategic buyers to drive new business opportunities.
• Partner with the TAS business development professional to originate, pursue, and close tax diligence and Tax Quality of Earnings (QofE) engagements.
• Lead proposal development, pitch meetings, thought leadership initiatives, and pursuit strategies to win new engagements and strengthen KSM’s position in the deal community.
• Represent KSM at industry conferences, networking events, and transaction‑focused organizations to enhance visibility, generate referral opportunities, and expand market influence.
• Collaborate across KSM service lines to identify cross‑selling opportunities and deliver comprehensive transaction‑related solutions to clients.
• Review, evaluate, and advise clients on tax assumptions, computations, and implications embedded within transaction models, forecasts, and financial projections.
• Monitor market trends, transaction activity, and competitive dynamics to identify emerging opportunities and position KSM for continued growth in the transaction advisory marketplace.

Qualifications

• Bachelor’s degree in Accounting, Finance, Taxation, or related field required; Master’s degree in Taxation preferred.
• CPA mandatory; MST, JD, and/or LLM preferred.
• 10+ years of progressive experience in tax advisory services, with significant experience focused on transaction‑related tax diligence, structuring, and consulting.
• Demonstrated success leading tax due diligence engagements for private equity firms, strategic acquirers, and mid‑market companies.
• Proven ability to build, lead, mentor, and develop high‑performing teams within a professional services environment.
• Strong understanding of U.S. federal, state, local, and international tax considerations impacting mergers, acquisitions, divestitures, and restructurings.
• Experience identifying and communicating tax risks, opportunities, and structuring considerations to executive‑level clients and transaction stakeholders.
• Ability to review and analyze transaction documents, including purchase agreements, merger agreements, and related legal documentation.
• Strong business acumen and the ability to translate complex tax matters into actionable insights for clients, investors, and deal professionals.
• Demonstrated success developing client relationships and generating new business opportunities within a professional services environment.
• Established relationships within the private equity, investment banking, legal, or broader M&A community preferred.
• Experience participating in proposals, presentations, and pursuit activities, with track record of contributing to practice growth and revenue generation.
• Comfort leading business development discussions, including engagement scoping, fee negotiations, and communicating KSM’s value proposition to prospective clients.
• Excellent leadership, project management, verbal communication, and written communication skills.
• Strong analytical and problem‑solving abilities, with capacity to manage multiple engagements and competing priorities in a fast‑paced transaction environment.
• Advanced proficiency with Microsoft Excel and experience leveraging data analytics to support transaction‑related analyses.

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.