Director- Transaction Advisory Services (US – Minneapolis, MN)

What to expect when you join the Sikich family 

Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through varied perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth – for our clients, for ourselves and for our communities. 

The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice. 

Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon! 

Are you ready to grow with us? 

Reporting to a Principal the TAS Director will…

Responsibilities  

• Mentor and lead TAS Associates and Managers
• Manage TAS team responsibilities and work with Principals 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 Principals 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

What do you need to succeed in this role? 

• 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

In addition, specific skills/experience required are as follows: 

•       Servant Leader – You are hyper focused on engaging employees, fostering their development, and building a positive culture. 

•       Solutions Focused – You see opportunities in every business problem and can develop, articulate, and implement solutions. 

•       Collaboration – You are a relationship builder across all levels of the organization and across all business units. 

•       Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible. 

•       Impact & Influence Thinking – You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives. 

About Sikich  

Sikich is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest professional services companies in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients’ businesses. 

Sikich Total Rewards 

Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members’ health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors. 

In compliance with this state’s pay transparency laws, the midpoint of the salary range for this role is $202,350.00. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. 

Some examples of our many benefits: 

•       Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization. 

•       Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits.   

•       Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards. 

We also offer: 

•       Flexible work arrangements 

•       Health, dental, vision, life, and accident/death/disability insurance options 

•       HSA employer contribution 

•       Nine (9) paid holidays annually. 

•       A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.  

•       401(k) with employer contributions 

•       CPA bonus with four (4) paid exam days & four (4) paid study days. 

•       Tuition reimbursement 

•       Generous employee referral bonus program 

•       Client referral bonus program 

•       Pet insurance 

•       FORCE – Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities. 

Want to learn more? Visit our Careers website or Glassdoor profile. 

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

Official correspondence will come from a Sikich.com email address and applicants/candidates are invited to contact us directly to verify communications

Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC’s performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services.  

#LI-JS1