Description

 

Transaction Advisory Services – Director Remote – Full-time

 

About Sikich: Working in a fast-paced environment while also dealing hands-on with valued clients, TAS professionals at Sikich are highly motivated and detail-oriented individuals. Professionals in this field possess excellent communication skills and are comfortable providing strategic and tactical transaction advice and recommendations to firm clients. Our TAS professionals utilize technology to deliver effective client solutions and spend time researching new and developing changes in the field. Sikich’s TAS team members are educated in finance, accounting and related fields.  The TAS team assists clients with buy and sell side due diligence, quality of earnings reports and various financial consulting projects for M&A.

 

Sikich is a global company specializing in technology-enabled professional services. With more than 1,000 employees, Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies. 

 

Learn about our firm here.

 

Responsibilities  

  • Mentor and lead TAS Associates and Managers
  • Manage TAS team responsibilities and work with Partners on a regular basis
  • Assist and maintain an updated budget and fee analysis
  • Ability to service multiple chargeable client engagements simultaneously 
  • Review and continuously evaluate reports and projects from TAS Associates related to clients
  • Lead the Quality of Earnings, P&L and Working Capital analyses
  • Consult financial statement information (income statements, balance sheets, cash flow and other reports) and provide thoughtful business observations and conclusions
  • Consult and support TAS team members in the development of high level reports and client presentations to support business strategy and need
  • Assist Partners in sales and business development efforts
  • Contribute to new client business/add business from current clients
  • Develop and engage training initiatives for TAS team members
  • Manage client interaction and relationships daily
  • Maximize the value the client is receiving from Sikich
  • Propose solutions to transaction risks and problem solution tactics
  • Participate in the active recruitment and training of new TAS team members, specifically Associates
  • Active participation in team meetings, calls, client relations and serve as secondary point of contact for clients when needed
  • Actively engages and seeks new business opportunities for aspects of TAS and the firm

 

Requirements  

  • 10+ years of experience in an audit or transaction advisory practice within a national or regional public accounting or consulting firm
  • 5+ years’ experience with financial due diligence or advisory experience
  • Experience servicing private equity groups, family offices, strategic buyers and investment bankers
  • Experience developing and overseeing staff on both engagements and career paths
  • Bachelor’s or master’s degree in accounting or related field (or equivalent experience)
  • Knowledge of U.S. GAAP
  • CPA Certification

 

Preferred Skills

  • CPA Certification
  • Successful track record of building and cultivating a transaction advisory service practice
  • Strong project management skills
  • Proficiency in Microsoft Suite
  • Demonstrates in-house abilities to identify and address client needs, including developing and maintaining meaningful client relationships and understanding the client's business
  • Keeps up to date with the transaction and advisory services industry, and private equity group (PEG), following the progress of the industry
  • Must possess a high degree of integrity and confidentiality

 

Benefits 

  • Flexible time off
  • Paid holidays 
  • Health, dental and vision insurance options 
  • 401(k) match 
  • A minimum of 4 weeks flexible time off  
  • Etc.  

 

Sikich LLP is an Equal Opportunity Employer M/F/D/V

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