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TAS Tax Director

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We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.

We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.

At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.

Position Summary:

Katz, Sapper & Miller (KSM) has a Tax Director opportunity to join their growing Transaction Advisory Services (TAS) team. The TAS Tax Director will work with KSM’s tax practitioners that contain a deep wealth of knowledge as it relates to deal structuring and transaction deal points. The TAS Tax Director is a crucial team member that will ensure engagements are executed timely, guarantee client expectations are met (if not exceeded), and lead the overall delivery of the TAS team strategy.

Responsibilities:

Operates as the leader of several client engagement teams, leads due diligence, and structures engagements related to transactions involving private equity and strategic corporate entities
Consults with internal KSM technical experts on complex tax matters
Recognizes and examines tax risks and opportunities while providing guidance to both strategic and private equity buyers and sellers on different tax strategies for acquisition, disposition, and restructuring of businesses
Reviews acquisition and merger agreements
Develops and manages client relationships
Advises subordinates to encourage career satisfaction
Manages risk and financial performance of engagements including budgeting, billing, and collection
Collaborates with financial due diligence team to appropriately scope new engagements
Reviews, appraises, and counsels clients on the tax computations in their financial models as well as assists clients in the quantitative and qualitative analysis of the tax data in their transaction’s financial projections
Maintains a desire to build a team of professionals to support clients in the tax TAS space

Requirements/Qualifications:

Bachelor’s Degree or Master’s in Taxation from an accredited college or university required
10+ years of relevant experience
CPA, MST, JD, LLM a plus
Experience managing multiple client service teams
Excellent verbal and written communication skills
Experience and knowledge of US GAAP; tax controversy; US federal, international, and state income tax disciplines
Extensive experience in tax advisory services, with a focus on transactions
Proven track record of successfully leading and managing teams
Strong Excel skills
Ability to articulate complex information to clients when providing vital insights, analysis, etc.
Essential working knowledge of non-income based federal, state, and foreign tax regimes; this includes but is not limited to indirect, payroll, property, and ad valorem taxes

We are 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.

KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.

What You Should Know About TAS Tax Director, KSM (Katz, Sapper & Miller)

Katz, Sapper & Miller (KSM) is seeking a TAS Tax Director to join our vibrant Transaction Advisory Services team. At KSM, one of the top 50 largest independent advisory, tax, and audit firms in the country, we pride ourselves on our supportive and collaborative culture where your potential is nurtured. In this role, you’ll lead multiple client engagement teams, overseeing due diligence and structuring pertinent to transactions involving both private equity and strategic corporate entities. Your expertise will ensure engagements are completed on time and that we not only meet, but exceed our clients' expectations. As a TAS Tax Director, you’ll consult with KSM's tax professionals on complex matters, evaluating tax risks and opportunities while guiding both strategic and private equity buyers and sellers through various tax strategies for acquisitions and restructurings. Developing and fostering client relationships will be integral to your role, along with advising your subordinates for their career growth and success. We require a Bachelor’s or Master’s in Taxation and at least 10 years of relevant experience. Furthermore, your strong analytical and communication skills will help articulate complex tax information crisply to clients, paving the way for meaningful and impactful relationships. If you’re ready to make a substantial difference in the tax advisory space while enjoying a work environment that encourages balance and growth, we’d love to connect with you!

Frequently Asked Questions (FAQs) for TAS Tax Director Role at KSM (Katz, Sapper & Miller)

What are the main responsibilities of a TAS Tax Director at KSM?

The TAS Tax Director at KSM plays a vital role in leading client engagement teams, conducting due diligence, and structuring transactions involving private equity and corporate entities. Responsibilities include advising on tax risks, reviewing merger agreements, and managing client relationships, ensuring that all engagements are completed efficiently and with high-quality outcomes.