Transaction Advisory Services Director

Overview

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.

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

Qualifications

• 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

Additional Information

Wolf & Company, P.C. is committed to striving to be an employer of choice that embraces inclusion & diversity. At Wolf, the strength of our team is measured by the uniqueness of each and every one of us. Our culture of inclusion and diversity celebrates our differences and recognizes the ongoing need to build a welcoming, collaborative, and supportive environment where our people can be their authentic selves and thrive. We strive for diversity inclusive of race, color, ethnicity, national origin, gender identity, gender expression, sex, age, color, religion, sexual orientation, physical abilities, medical condition, pregnancy, education, social classes, marital status, veteran status, and so much more. Wolf is committed to making employment decisions without regard to an individual’s protected characteristics and to providing equal opportunity for all.

The salary range for this position is $185,000 - $220,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. In addition to base pay, you may be eligible to participate in our performance-based incentive compensation or sales commission plans. In addition, Wolf offers a wide range of benefits including spot awards, 401(k) savings, flexible work, and a generous total rewards and benefits package.