Advisory Director

KSDT•Boca Raton, FL

6h•Hybrid

About The Position

KSDT has long been recognized as one of Forbes Best Accounting and Tax Firms in America and one of the South Florida Business Journal’s Best Places to Work. Now, with our exciting new partnership with Ascend, we’re stepping into the next phase of growth and opportunity. What hasn’t changed is our culture: the “secret sauce” that sets us apart. We foster a fun and creative environment, keep the politics out, and make work-life balance a priority. We seek highly motivated individuals who want not only true career advancement, but also the chance to shape and grow alongside a firm that is scaling rapidly. Our partners and knowledgeable professionals remain accessible for hands-on learning, mentorship, and development. In September 2025, KSDT made the strategic decision to join Ascend! With Ascend’s partnership and shared resources, KSDT is well positioned for strong innovation and growth in the years to come. At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms - from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources. Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com. KSDT is growing and we’re seeking an Advisory Director to lead client advisory engagements and serve as a trusted partner to business owners and leadership teams. This role focuses on delivering strategic, data driven insights across operations, financial performance, and transaction related matters while helping clients navigate growth and complex business decisions. The ideal candidate brings strong advisory experience, a commercial mindset, and a passion for building lasting client relationships.

Requirements

Bachelor’s degree in Accounting, Finance, Economics, or related field required.
8–12+ years of experience in advisory, consulting, transaction services, public accounting, or a comparable client-facing role.
Demonstrated experience leading advisory engagements and managing client relationships independently.
Strong financial analysis and modeling skills; advanced Excel proficiency required.
Strong presentation and communication skills with the ability to explain complex financial concepts to non-financial stakeholders.
Highly organized, self-directed, and comfortable managing multiple engagements simultaneously.

Nice To Haves

CPA, CFA or MBA strongly preferred.
Business development experience and a commercial mindset; portable book of business is a plus.
Candidates with an existing book of business or established referral network are strongly preferred.

Responsibilities

Serve as the primary advisor and relationship lead for advisory clients.
Lead engagements from initial scoping through execution and delivery.
Partner with client leadership teams to understand business objectives and provide actionable, data-driven recommendations.
Present findings, insights, and recommendations to owners and executive teams.
Lead advisory engagements focused on: Process improvement and operational efficiency, KPI development, dashboards, and internal reporting, Cost control, profitability, and pricing analysis, Business strategy and growth planning
Analyze financial and operational data to identify trends, risks, and opportunities.
Support clients with transaction and exit-related needs, including: M&A buy-side and sell-side advisory support, Financial due diligence and Quality of Earnings (QoE) support, Deal structuring and transaction planning, Exit readiness and succession planning
Develop and review transaction models, financial analyses, and client-ready deliverables as required by the engagement.
Manage multiple concurrent advisory engagements while maintaining quality, timeliness, and profitability.
Oversee engagement budgets, timelines, scope, and deliverables.
Identify and address engagement risks, scope changes, and client issues proactively.
Produce clear, professional client deliverables including presentations, models, dashboards, and written summaries.
Contribute to the growth of the advisory practice through client expansion, referrals, proposal development, and relationship building.
Identify opportunities to introduce advisory services to existing and prospective clients.
Support the development of advisory methodologies, templates, and repeatable deliverables to enhance consistency and scalability.