Transaction Advisory Services Tax - Senior Associate

KSM (Katz, Sapper & Miller) • IN

116d

About The Position

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you. At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.

Requirements

• Bachelors or Master’s degree in accounting and/or taxation, or advanced degree (e.g., law degree) and related work experience.
• A minimum of 2-3 years' experience required, preferably within tax, transaction advisory, or other tax-related roles.
• CPA, JD or LLM certification or working towards obtaining (preferred).
• Strong project management skills and highly analytical.
• Capable of working in a demanding, deadline-driven, team environment (while effectively managing unexpected issues and/or questions in a professional manner).
• Ability to adapt communication style to successfully convey messaging & objectives to all levels of management, clients, colleagues, etc.

Responsibilities

• Assist team members in providing tax due diligence services for clients acquiring businesses, assessing the target’s tax profile in the context of the client’s overall investment strategy.
• Aggregate, review, and analyze the target company’s tax returns, filings, and supporting documentation to evaluate historical compliance, sustainability of tax attributes, and calculating exposure.
• Research tax specific issues to evaluate potential risk of liability.
• Lead meetings with senior team members including managers, directors and partners to present findings and prepare team for target and client discussions.
• Lead the preparation of deal reports and client presentations that highlight key tax findings, risks, and structuring considerations.
• Work on multiple projects of varying size and complexity across federal, state, local, and international tax diligence matters, including all tax types, income, franchise, gross receipts, payroll, sales and use and property.
• Help supervise, train, and develop other tax associates and interns, contributing to the growth of the transaction advisory tax team.

What This Job Offers

• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees