Overview
This role is a Director opportunity within the Accounting Advisory group, part of the Transaction Advisory Services (TAS) team. The position offers a dynamic and flexible environment supporting private equity and corporate clients across accounting advisory engagements, with an emphasis on post-closing projects and broader accounting-related consulting opportunities.
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
- Purchase price adjustment support
- Deliver high-quality client service while contributing to the continued development of the TAS Accounting Advisory service line
- Support the growth and retention of existing client relationships and contribute 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, including market demand, team capabilities, delivery considerations, and strategic fit
- Collaborate with TAS leadership and other firm leaders to identify where Accounting Advisory can support broader client needs and complementary service offerings
- Mentor, coach, and develop Accounting Advisory team members as the group scales, including timely feedback, strengthening team leverage, and supporting 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 understanding 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 assigned projects and move them toward and through completion; 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 varying in size and complexity, including accounting investigations, internal control consulting, audit support assistance, technical accounting memo writing, and other accounting and finance-related advisory matters
- Improve engagement execution by enhancing 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 resolving technical accounting matters independently
- Significant background in purchase accounting and purchase price adjustment engagements, including projects with minimal oversight
- Demonstrated 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 (GAAP), 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
- Ability to work in a deadline-driven environment (independently and/or with others) while professionally managing unexpected issues and/or questions
- Ability to adapt communication style to convey messaging and objectives to all levels of management, clients, and colleagues
- Minimal travel as needed to various client sites (less than 5%)
Preferred Qualifications
Compensation & Benefits
Location
Equal Opportunity Statement
The employer is 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.
Submission Policy
Resumes will only be accepted when submitted directly by a candidate and referrals submitted by current employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed vendor contract.