Director of M&A Integration

SMG Accountants, Bookkeepers and Advisors•Islandia, NY

3d•Onsite

About The Position

At SMG ABA LLC, we foster a unique team spirit and are guided by core values, demonstrating our commitment to success and continuous growth. We are a seven-time Inc. 5000 company with offices in Islandia, New York, New York City, and St. Petersburg, Florida. We offer a dynamic work environment where hard work is valued, personal and professional growth is encouraged, and achievements are celebrated. We recognize and reward contributions. We are seeking an exceptionally organized, communicative, and deadline-driven Director of M&A Integration to serve as a strategic right hand to our Managing Partners. In this onsite role, you will bridge the gap between high-level executive administration and technical financial oversight during intense Mergers & Acquisitions (M&A) cycles. You will act as the operational anchor, managing due diligence, reviewing target company financials, mapping post-merger integrations, and executing administrative tasks to ensure smooth deal progression.

Requirements

Strong hands-on project and implementation management skills.
Proven ability to build, document, and enforce processes and SOPs.
Excellent organizational, prioritization, and follow-through capabilities.
Clear, confident written and verbal communication skills.
Ability to deliver effective training and influence adoption without formal authority.
High level of accountability, ownership, and attention to detail.
Bachelor's degree in Accounting, Business, Operations, or related field preferred.
Minimum of 5+ years of experience in M&A integration, operations, or implementation roles.
Prior experience within an accounting firm or deep understanding of accounting firm operations strongly preferred.
Demonstrated success leading hands-on post-acquisition integrations.
Willingness to travel and temporarily relocate as required for onsite integration leadership.

Responsibilities

Own transaction checklists.
Coordinate with attorneys and sellers.
Oversee CCH conversion with the tax team.
Manage workforce load with HR.
Handle client migration with administration and onboarding teams.
Manage billing and banking conversion with the CFO and billing coordinator.
Oversee partner transition obligations.
Manage office and lease projects.
Develop 30/60/90-day plans.
Provide weekly reporting to CEOs.
Oversee the day-to-day integration of newly acquired accounting firms.
Serve as the primary integration lead for approximately six months during each acquisition.
Ensure operational continuity, stability, and accountability throughout the onboarding process.
Drive execution against integration timelines and milestones.
Build, document, and execute detailed integration roadmaps, playbooks, and standard operating procedures (SOPs).
Establish clear expectations, workflows, and performance standards across integrated firms.
Identify gaps, risks, and inefficiencies and implement corrective actions.
Coordinate software, system, and data migrations in partnership with internal IT and operations teams.
Ensure successful adoption of firm-wide systems related to accounting, billing, reporting, and workflows.
Validate data accuracy and system readiness post-migration.
Lead hands-on training for acquired firm staff on systems, processes, billing, and operational workflows.
Drive cultural alignment by reinforcing firm-wide discipline, expectations, and best practices.
Proactively manage change resistance and support teams through transition.
Act as the primary point of contact between acquired firms and internal leadership during integration.
Communicate progress, risks, and outcomes clearly to stakeholders.
Build trust and collaboration with leadership and staff across integrated firms.