TAS Tax Director
RemoteUnited States or Indianapolis, Indiana, United States
Job Summary
Lead the strategic direction and growth of KSM's Transaction Advisory Services Tax Diligence practice, serving as the primary advisor on due diligence engagements for private equity firms, strategic acquirers, and family offices. Drive practice expansion by developing market-leading offerings, originating new business, and partnering with leadership to pursue Tax Quality of Earnings and diligence engagements. Review transaction documents to identify tax risks, opportunities, and structuring considerations, while collaborating with specialists to deliver comprehensive solutions on complex federal, state, and international matters. Build and mentor a high-performing team, manage engagement quality and financial performance, and represent the firm at industry events to enhance visibility and drive referrals.
Required Qualifications
- Bachelor's degree in Accounting, Finance, Taxation, or related field
- CPA
- 10+ years of progressive experience in tax advisory services
- 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 middle-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 and 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
- 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
- Advanced proficiency with Microsoft Excel
- experience leveraging data analytics to support transaction-related analyses
Desired Qualifications
- Master's degree in Taxation
- MST
- JD
- LLM
- Established relationships within the private equity, investment banking, legal, or broader M&A community
- Experience participating in proposals, presentations, and pursuit activities, with a track record of contributing to practice growth and revenue generation
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