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Wolf & Company, P.C. · 1 month ago

Transaction Advisory Services Director

US-MA-Boston

Full-time

Onsite

Director/Executive

$185K/yr - $220K/yr

10+ years exp

Wolf & Company, P.C. is a leading national accounting and advisory firm with a strong reputation for delivering exceptional client service to upper middle-market businesses. They are seeking a Transaction Advisory Services Director to drive their practice, manage client relationships, and develop a high-performing team. The role involves leading due diligence engagements and collaborating with other service lines to deliver integrated solutions.

Accounting

Responsibilities

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

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

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

Qualification

Transaction Advisory ServicesFinancial Due DiligenceFinancial ModelingCPACFAMBAClient Relationship ManagementLeadershipCommunicationProject Management