Transaction Advisory Services Director

Wolf & Company • Boston, MA

32d • $185,000 - $220,000

About The Position

Wolf is seeking a Transaction Advisory Services Director to join our growing and well-established firm. Wolf & Company is a leading national accounting and advisory firm with a strong reputation for delivering exceptional client service to upper middle-market businesses. Our Transaction Advisory Services (TAS) team supports clients through the lifecycle of mergers, acquisitions, divestitures, and other strategic transactions; of fering deep expertise in financial due diligence, tax structuring, and deal advisory. We are seeking a dynamic and experienced leader to drive our Transaction Advisory Services practice. The ideal candidate will bring a strategic mindset, strong technical expertise, and passion for advising clients through complex transactions. This role will be responsible for driving growth, managing client relationships, leading engagements, and developing a high-performing team.

Requirements

• CPA, CFA, or MBA preferred
• Minimum 10 years of experience in transaction advisory, investment banking, or corporate M&A with deep expertise in financial due diligence
• Proven track record of leading complex engagements and managing client relationships
• Deep understanding of middle-market dynamics, industry-specific transaction issues, US GAAP, financial modeling, and deal mechanics
• Strong leadership, communication, and project management skills

Responsibilities

• Practice Leadership & Growth Develop and execute a strategic plan to grow the TAS practice across core Firm niches
• Identify market opportunities and lead business development efforts, including proposal development and client presentations
• Collaborate with other service lines (e.g., Tax, Assurance, Information Technology and Data Solutions) to deliver integrated solutions
• Establish and monitor KPIs for engagement profitability, client satisfaction, team utilization, and cross-sell service line collaboration
• Client Advisory & Engagement Management Lead buy-side and sell-side due diligence engagements, including quality of earnings, working capital analysis, and financial modeling
• Provide expert guidance on deal structuring, purchase price adjustments and deal terms
• Maintain and grow relationships with private equity firms, business clients, and strategic partner
• Team Development & Oversight Recruit, mentor, and develop a team of TAS professionals
• Foster a culture of excellence, collaboration, and continuous learning
• Ensure high-quality deliverables and adherence to professional standards

Benefits

• In addition to base pay, you may be eligible to participate in our performance-based incentive compensation or sales commission plans.
• Wolf offers a wide range of benefits including spot awards, 401(k) savings, flexible work, and a generous total rewards and benefits package.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 51-100 employees