Wolf & Company, P.C.
Transaction Advisory Services Director
Wolf & Company, P.C., Boston, Massachusetts, us, 02298
Transaction Advisory Services Director – Wolf & Company, P.C.
Wolf & Company, P.C. is a leading national accounting and advisory firm. We are seeking a dynamic and experienced leader to drive our Transaction Advisory Services (TAS) 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.
Overview Our TAS team supports clients through the lifecycle of mergers, acquisitions, divestitures, and other strategic transactions, offering deep expertise in financial due diligence, tax structuring, and deal advisory.
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 partners.
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.
Benefits
Medical insurance
Vision insurance
401(k)
Additional Information Wolf & Company, P.C. is committed to striving to be an employer of choice that embraces inclusion & diversity. 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, 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.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function
Accounting/Auditing
Industries
Accounting and Professional Services
Location Boston, MA
#J-18808-Ljbffr
Overview Our TAS team supports clients through the lifecycle of mergers, acquisitions, divestitures, and other strategic transactions, offering deep expertise in financial due diligence, tax structuring, and deal advisory.
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 partners.
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.
Benefits
Medical insurance
Vision insurance
401(k)
Additional Information Wolf & Company, P.C. is committed to striving to be an employer of choice that embraces inclusion & diversity. 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, 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.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function
Accounting/Auditing
Industries
Accounting and Professional Services
Location Boston, MA
#J-18808-Ljbffr