Accounting Advisory Director

Posted Yesterday
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Hiring Remotely in USA
Remote
Senior level
Angel or VC Firm • Information Technology
The Role
Lead accounting advisory engagements focused on purchase accounting (ASC 805), opening balance sheets, and purchase price adjustments. Manage and mentor teams, review deliverables, interact with executive stakeholders, support practice development and business development, prepare technical accounting analyses and memos, and assist clients with post-closing disputes and transaction-related accounting matters.
Summary Generated by Built In

Job Description:

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.

We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence  – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.

At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.

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 

At KSM, you will have the opportunity to work in an energetic atmosphere, actively participating in assessing and implementing key accounting principles relevant to business combinations, consolidations, and purchase price adjustments. In addition to leading complex engagements, this role will help support the continued development of the Accounting Advisory practice through team leadership, collaboration across TAS and the broader firm, and participation in client and market-facing activities. This position offers the opportunity to contribute to the evolution of service offerings, strengthen delivery processes, and help expand the group’s impact within the market. 

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 

  • Assist the advisory team in obtaining and preparing data for purchase accounting and purchase price adjustments, including detailed review of purchase agreements, discussions with attorneys, and an understanding of transaction mechanics across a variety of industries 

  • 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 

  • 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 but not limited to accounting investigations, internal control consulting, audit support assistance, technical accounting memo writing, and other accounting and finance-related advisory matters 

  • 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 

  • 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 

  • 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%) 

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.

Skills Required

  • Minimum of 8-10+ years of experience in audit or other financial reporting roles
  • Strong technical accounting background with ability to resolve technical matters independently
  • Significant background in purchase accounting and purchase price adjustment engagements
  • High level of efficiency in Excel
  • Bachelor's degree in accounting or finance OR CPA, CFA, or CFE certification
  • Strong 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 and delegating effectively
  • Experience contributing to practice growth through business development, cross-selling, or new service development
  • Familiarity with the M&A process and market
  • Strong project management skills; highly analytical, organized, and inquisitive
  • Ability to work in a deadline-driven environment and manage unexpected issues professionally
  • Ability to adapt communication style to convey messaging to all management levels and clients
  • Minimal travel as needed to client sites (less than 5%)
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The Company
HQ: Indianapolis, IN
690 Employees
Year Founded: 1942

What We Do

KSM (Katz, Sapper & Miller) is a nationally recognized advisory, tax, and audit firm. Through our deep experience across multiple disciplines and industries, we help our clients make sense of where they’ve been, what’s on the horizon, what’s changing, and what they need to do to prosper in the years ahead. We leverage emerging technologies, combined with our people’s differing perspectives, ingenuity, and creativity, to help our clients solve their most difficult challenges. KSM’s mission is also our passion and our commitment: We inspire great people to do great things. Our success starts with our people, the true assets of our firm. KSM is a place where you’ll be encouraged to find your purpose, exercise your creativity, and drive innovation forward. It’s a place where you’ll be challenged, advance quickly, and work in a stimulating, flexible, and supportive environment. At KSM, we’re always looking for remarkable people to join our team. Check our Jobs section to explore a career full of possibilities

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