Wolf & Company, P.C.
Transaction Advisory Services Director
Wolf & Company, P.C., Boston, Massachusetts, us, 02298
Transaction Advisory Services Director
Wolf & Company, P.C.
Joining the hunt for industry leaders within Assurance, Tax, Risk Management, Business Consulting, and Integrated Risk Management—Improving Companies…
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; offering 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
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 partners
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.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Accounting/Auditing
Industries Accounting and Professional Services
Benefits
Medical insurance
Vision insurance
401(k)
Referrals increase your chances of interviewing at Wolf & Company, P.C. by 2x
#J-18808-Ljbffr
Joining the hunt for industry leaders within Assurance, Tax, Risk Management, Business Consulting, and Integrated Risk Management—Improving Companies…
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; offering 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
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 partners
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.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Accounting/Auditing
Industries Accounting and Professional Services
Benefits
Medical insurance
Vision insurance
401(k)
Referrals increase your chances of interviewing at Wolf & Company, P.C. by 2x
#J-18808-Ljbffr