Due Diligence, Onboarding & Integration Manager

Savant • Rockford, IL

22h

About The Position

The Due Diligence, Onboarding and Integration Manager focuses on leading the acquisition and integration of tax and accounting firms into a wealth management environment. The ideal candidate brings merger and acquisition (M&A) integration experience and understands the unique operational, regulatory, and client-service considerations involved in integrating tax and accounting businesses. The ideal candidate brings experience leading complex M&A integrations, with strong preference given to individuals who have acquired and integrated tax and accounting firms within a wealth management, accounting, or professional services environment. Success in this role requires exceptional interpersonal and relationship management skills, as well as the ability to build trust and credibility with advisors, firm leaders, and other key stakeholders. Strong project management experience coordinating multiple workstreams, stakeholders, and integration activities is essential.

Requirements

• Bachelor's degree in Business Administration, Finance, Accounting, or a related field from an accredited university required.
• 5-10+ years of progressive experience in financial services or a related professional services environment in a similar role.
• Demonstrated experience leading complex integration, onboarding, or transformation initiatives involving multiple stakeholders, timelines, and cross-functional workstreams.
• Experience working directly with advisors, clients, partner firms, or other external stakeholders in a client-facing capacity.
• Knowledge of tax and accounting firm operations, workflows, and industry practices.
• Proven ability to build credibility and trust with acquired firm leadership, advisors, and internal stakeholders during periods of organizational change.
• Ability to influence decisions, drive alignment, and foster strong working relationships across multiple stakeholder groups, including executive leadership.
• Exceptional interpersonal, communication, and relationship management skills.
• Ability to navigate ambiguity, manage competing priorities, and represent Savant professionally throughout the integration process.
• Strong client service mindset with the ability to establish trust and deliver a positive experience throughout the onboarding and integration process.
• All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Nice To Haves

• Prior experience leading, supporting, or participating in the acquisition and integration of tax and accounting firms, preferably within a wealth management, RIA, accounting, tax, consulting, or other professional services environment.
• Master's degree preferred.

Responsibilities

• Manage the initial due diligence request list and interview sellers.
• Coordinate data gathering.
• Conduct site visits.
• Follow up on additional due diligence requests as needed.
• Distribute due diligence findings to the Integration and M&A teams.
• Summarize due diligence findings for the CEO, COO, Head of M&A, and other key stakeholders as needed.
• Lead and organize initial discovery sessions with the Integration Team.
• Establish and maintain regular communication with potential partner firms.
• Manage project plans, including timelines, milestones, deliverables, and overall status.
• Lead complex integration projects involving acquired tax and accounting firms, ensuring successful alignment of people, processes, technology, and client service models.
• Facilitate and coordinate Integration Team and sub-group meetings.
• Partner with potential firms, third-party vendors (including custodians), and internal teams to complete all activities required for a successful transaction close.
• Initiate project teams to execute systems integration projects across network, applications, and operations.
• Coordinate with Investment teams to plan and execute portfolio transitions, as needed.
• Partner with internal teams to ensure post-close training is planned and delivered.
• Manage and monitor integration work plans across all required departments.
• Help manage communications across the Integration Team, ensuring timely distribution of information.
• Act as a catalyst to resolve project issues and escalate concerns when appropriate.
• Serve as a liaison between business units, technology teams, and support teams.
• Serve as a trusted advisor to M&A and business leadership by providing insights and guidance related to the integration of tax and accounting firms.
• Leverage prior experience with tax and accounting firm acquisitions to identify integration risks, compliance considerations, operational dependencies, best practices, and mitigation strategies.
• Support departmental objectives and key results (OKRs).
• Facilitate and participate in onsite meetings at acquired firm locations.
• Perform other duties as assigned in support of the Merger & Acquisition function.

Benefits

• Medical, dental, and vision coverage with multiple plan options
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-paid life insurance, AD&D, and disability coverage
• 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs
• Generous paid time off, plus at least 10 paid holidays
• Annual “Savantiversary” day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life-event support
• Employee Assistance Program (EAP)
• Wellness reimbursements (e.g., gym memberships)
• Flexible “Dress for Your Day” approach

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level