TAS Tax Director

KSM•Indianapolis, IN

About The Position

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. The TAS Tax Director will collaborate closely with KSM’s tax professionals, leveraging the firm’s deep expertise in transaction structuring, tax planning, and deal execution. As the leader of the Tax Diligence practice, this individual will be responsible for driving practice growth, delivering exceptional client service, developing team members, and ensuring the timely execution of high-quality engagements that consistently exceed client expectations. This role carries a significant business development responsibility. The Director will partner with KSM’s dedicated TAS business development professional, firm leadership, and referral sources to identify opportunities, cultivate relationships within the deal community, pursue Tax Quality of Earnings (QofE) and tax diligence engagements, and enhance KSM’s reputation as a premier transaction advisory provider. The successful candidate will combine strong technical tax expertise with a proven ability to lead teams, build client relationships, and drive sustainable growth within a fast-paced transaction environment.

Requirements

Bachelor's degree in Accounting, Finance, Taxation, or related field
CPA
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 middle-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 and 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
Ability to review and analyze transaction documents, including purchase agreements, merger agreements, and related legal documentation
Strong business acumen and the ability to translate complex tax matters into actionable insights for clients, investors, and deal professionals
Demonstrated success developing client relationships and generating new business opportunities within a professional services environment
Experience participating in proposals, presentations, and pursuit activities, with a track record of contributing to practice growth and revenue generation
Comfort leading business development discussions, including engagement scoping, fee negotiations, and communicating KSM's value proposition to prospective clients
Excellent leadership, project management, verbal communication, and written communication skills
Strong analytical and problem-solving abilities, with the capacity to manage multiple engagements and competing priorities in a fast-paced transaction environment
Advanced proficiency with Microsoft Excel and experience leveraging data analytics to support transaction-related analyses

Nice To Haves

Master's degree in Taxation preferred
MST, JD, and/or LLM preferred
Established relationships within the private equity, investment banking, legal, or broader M&A community preferred

Responsibilities

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