At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!
We are currently seeking a full-time Senior Associate with a specialization in Operations Diligence & Integration to join our expanding Mergers and Acquisitions team! This position reports directly to the M&A Director and is primarily remote within the U.S., with required travel to acquired offices as needed and occasional in-person meetings at our New York City and/or Parsippany, NJ (HQ) offices.
SAX is on its way to the Top 50 (Top 0.1%) in the Accounting and Advisory industry and has recent growth capital fueling an accelerated inorganic growth strategy. The goal for the team is to create a streamlined M&A process from seller introduction to integrated firm. Your role is to help focus on the diligence and integration piece, rolling out solutions applicable for any size acquisition across geographies.
The Mandate
You’ll be the go-to operator for post-LOI life. Your week will revolve around setting integration plans and executing post-close for accounting and wealth-management acquisitions—refining playbooks, standing up the diligence/integration management tool, tracking progress, and producing crisp reporting that keeps leadership honest. You will assist with your excel modeling skills with seller data for clean integrations into Sax systems, and more. Accounting-firm operations background preferred but not necessary.
Core Responsibilities:
- Post-merger integration planning – Co-design Day-1, 30-day, and 100-day plans; refresh existing integration playbooks for accounting and wealth-management targets.
- Diligence & integration tool ownership – Configure and maintain the platform that houses diligence checklists, work-streams, owners, automated reminders, and dashboards.
- Synergy tracking – Develop synergy tracking and reporting tools.
- Progress tracking & reporting – Build project trackers, status dashboards, and board-ready updates on milestone completion, synergy capture, and emerging risks.
- Research – Provide competitive and market research to support target identification, synergy hypotheses, and continuous improvement of integration practices.
- People & change management – Coordinate comms, training, and performance-management timelines across Finance, HR, IT, and client-facing teams to keep business disruption minimal.
- Internal process improvement – Identify opportunities and assist in implementation of internal process improvements related to M&A and/or day to day operations.
- Compliance support – Assist Legal/Risk in preparing required filings, policy updates, and audit documentation.
Workstreams You’ll Collaborate With
IT, HR/People, Finance/Accounting, Wealth Management, Tax, Audit & Assurance, Marketing/BD, Facilities/Real Estate, and related Shared Services.
What Success Looks Like
- On-time milestones across diligence and integration, with no “surprise” slips.
- Controlled cutovers and handoffs; stable client delivery and team retention post-close.
- Demonstrable margin lift vs. baseline (tracked, not promised with hard public targets).
What You Bring
- Bachelor’s in Finance, Business, Economics, or related.
- 3-5 years of accounting and wealth-management operations experience and meaningful M&A exposure (diligence or integration).
- Demonstrated ability to pick up new technologies quickly and weave AI/automation into workflows; power-user in Excel/PowerPoint and comfortable adopting modern PM/BI tools.
- Clear, concise communicator able to extract data from quiet functions and defend it in front of leadership.
- Legally authorized to work in the U.S.; willing to travel up to 50%.
Comprehensive Benefits Package includes:
- Top Tier Health, Dental, & Vision Plans
- Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
- Medical and Dependent Care
- Life and Voluntary Life Insurance
- Short and Long -Term Disability Insurance
- 401k plan with matching contribution
- Defined Contribution Plan (profit sharing)
- Customized Work Arrangements
- Floating Holidays and Volunteer PTO
- Unlimited PTO for Managers and Above
- Referral Bonus Program
- Tuition Reimbursement for Advanced Degree
- Healthy Living Reimbursement Program
- Health & Wellness App Subscription
- CPA & EA reimbursement for study materials and exam
- AICPA and CPA State Society membership reimbursement for Managers and above
- OnDemand access to industry leading CPE courses
- Summer Fridays at 1pm
SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.
Top Skills
What We Do
SAX is a multi-disciplinary accounting, tax and advisory firm serving the needs of privately held companies, family-owned businesses, not-for-profit organizations and high-net-worth individuals. For more than 65 years, we have offered industry-specific expertise, comprehensive service offerings and client-centric results.
“Sax” is the brand name under which Sax LLP and Sax Advisory Group LLC and its subsidiary entities provide professional services.
Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Through our unique Client Service Delivery Model, we offer the right business solutions to help our clients turn their dreams and vision into reality.
With offices in Parsippany, N.J., Ewing, N.J. Morganville, NJ and New York City, we have a keen sense of what it takes to succeed in this competitive and ever-changing marketplace.
