TAS Tax Director

Position Summary:

Katz, Sapper & Miller (KSM) is seeking an entrepreneurial Tax Director to lead and expand its Transaction Advisory Services (TAS) Tax Diligence practice. This individual will play a pivotal role in building upon the significant growth KSM has achieved within its Financial Due Diligence practice by developing a market‑leading tax diligence offering that serves private equity firms, strategic buyers, and other transaction participants.

• Lead the strategic direction, growth, and overall performance of KSM’s Transaction Advisory Services (TAS) Tax Diligence practice.
• Develop and execute a practice growth strategy that expands KSM’s tax diligence capabilities, market presence, and revenue contribution within the broader TAS platform.
• Serve as the lead advisor on tax due diligence engagements for private equity firms, strategic acquirers, family offices, and corporate sellers.
• Identify, assess, and communicate tax risks, opportunities, and structuring considerations associated with acquisitions, dispositions, recapitalizations, and business restructurings.
• Collaborate with KSM’s tax specialists and subject matter experts to deliver comprehensive solutions on complex federal, state, local, and international tax matters.
• Review and analyze acquisition agreements, merger agreements, and related transaction documents to identify key tax considerations and negotiate tax‑related provisions.
• Partner closely with KSM’s Financial Due Diligence leadership to identify opportunities, develop integrated service offerings, and enhance the client experience throughout the transaction lifecycle.
• Build, mentor, and develop a high‑performing team of tax diligence professionals, creating a culture of technical excellence, collaboration, and career growth.
• Provide leadership, coaching, and performance management to team members while fostering engagement, retention, and professional development.
• Maintain responsibility for engagement quality, risk management, client satisfaction, and overall financial performance, including budgeting, realization, billing, and collections.
• Develop and maintain executive‑level relationships with private equity firms, investment banks, attorneys, lenders, and strategic buyers to drive new business opportunities.
• Partner with the TAS business development professional to originate, pursue, and close tax diligence and Tax Quality of Earnings (QofE) engagements.
• Lead proposal development, pitch meetings, thought leadership initiatives, and pursuit strategies to win new engagements and strengthen KSM’s position in the deal community.
• Represent KSM at industry conferences, networking events, and transaction‑focused organizations to enhance visibility, generate referral opportunities, and expand market influence.
• Collaborate across KSM service lines to identify cross‑selling opportunities and deliver comprehensive transaction‑related solutions to clients.
• Review, evaluate, and advise clients on tax assumptions, computations, and implications embedded within transaction models, forecasts, and financial projections.
• Monitor market trends, transaction activity, and competitive dynamics to identify emerging opportunities and position KSM for continued growth in the transaction advisory marketplace.

• Bachelor’s degree in Accounting, Finance, Taxation, or related field required;
  Master’s degree in Taxation preferred.
• CPA mandatory; MST, JD, and/or LLM preferred.
• 10+ years of progressive experience in tax advisory services, with 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 mid‑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, 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.
• Abi…