TAS Tax Director

KSM (Katz, Sapper & Miller)•Indianapolis, IN

10d

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. The role builds on the firm’s Financial Due Diligence practice by developing a tax diligence offering for private equity firms, strategic buyers, and other transaction participants. The Director will collaborate with KSM tax professionals on transaction structuring, tax planning, and deal execution, while leading practice growth, client service, team development, and timely delivery of high-quality engagements. The position has significant business development responsibilities. Working with KSM’s TAS business development professional, firm leadership, and referral sources, the Director will identify opportunities, cultivate relationships in the deal community, pursue Tax Quality of Earnings (QofE) and tax diligence engagements, and strengthen KSM’s reputation as a transaction advisory provider. The successful candidate will bring technical tax expertise, team leadership, client relationship skills, and the ability to drive sustainable growth in a fast-paced transaction environment.

Requirements

Bachelor’s degree in Accounting, Finance, Taxation, or a related field required.
CPA required.
At least 10 years of progressive tax advisory experience, with significant focus 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 in a professional services environment.
Strong understanding of U.S. federal, state and local, and international tax considerations affecting 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 ability to turn complex tax matters into actionable insights for clients, investors, and deal professionals.
Demonstrated success developing client relationships and generating new business opportunities in 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, including 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 performance of KSM’s TAS Tax Diligence practice.
Develop and execute a practice growth strategy to expand tax diligence capabilities, market presence, and revenue contribution within the TAS platform.
Serve as 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 related to acquisitions, dispositions, recapitalizations, and business restructurings.
Collaborate with tax specialists and subject matter experts on complex federal, state, local, and international tax matters.
Review and analyze acquisition agreements, merger agreements, and related transaction documents to identify tax considerations and negotiate tax-related provisions.
Partner with Financial Due Diligence leadership to identify opportunities, develop integrated offerings, and improve the client experience throughout the transaction lifecycle.
Build, mentor, and develop a high-performing team of tax diligence professionals, fostering technical excellence, collaboration, and career growth.
Provide leadership, coaching, and performance management to team members while supporting engagement, retention, and professional development.
Maintain responsibility for engagement quality, risk management, client satisfaction, and 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 generate business opportunities.
Partner with the TAS business development professional to originate, pursue, and close tax diligence and Tax QofE engagements.
Lead proposal development, pitch meetings, thought leadership initiatives, and pursuit strategies.
Represent KSM at industry conferences, networking events, and transaction-focused organizations to increase visibility and referral opportunities.
Collaborate across KSM service lines to identify cross-selling opportunities and deliver transaction-related solutions.
Review, evaluate, and advise clients on tax assumptions, computations, and implications in transaction models, forecasts, and financial projections.
Monitor market trends, transaction activity, and competitive dynamics to identify opportunities and support continued growth in the transaction advisory marketplace.