Insero

Director

• Lead financial due diligence efforts for buy-side and sell-side transactions, including quality of earnings (QoE), working capital, and net debt analysis, identifying key risks, trends, and deal considerations.
• Analyze target company financials, including historical earnings, cash flow sustainability, and balance sheet exposures, to support valuation and transaction structuring.
• Evaluate non-recurring items, EBITDA adjustments, and accounting policies to assess normalized performance and potential deal impacts.
• Support clients through the entire transaction lifecycle, including diligence, deal execution, and post-close integration considerations.
• Serve as a strategic advisor on transaction-related accounting matters, including purchase accounting, revenue recognition implications, debt modifications, and lease considerations.
• Lead the preparation of due diligence reports, financial analyses, and key findings presentations for clients, private equity sponsors, and other stakeholders.
• Coordinate and manage data room activities, including reviewing financial information, responding to diligence requests, and interfacing with client management teams.
• Collaborate with cross-functional teams (Transaction Advisory, Audit, Tax, and other Advisory practices) to deliver integrated deal support and insights.
• Assist in evaluating financial forecasts, business plans, and key value drivers to assess reasonableness and identify upside/downside risks.
• Support post-transaction activities, including purchase price allocation, opening balance sheet assessments, and integration-related accounting considerations.
• Maintain strong client relationships, serving as a key point of contact throughout the diligence and transaction process.
• Contribute to other accounting and advisory engagements as needed.
• Collaborate cross-functionally with Audit, Tax, and other Advisory practices to deliver integrated solutions and identify additional client service opportunities.

Transaction Advisory Services Director

Accountant

• Preparing complex personal and business returns.
• Reviews tax returns/work files for completeness, accuracy and compliance; communicates with and trains staff on areas needing improvement.
• Monitors tax deadlines to ensure that returns are prepared on a timely basis; communicates with managers during the preparation process to identify any tax issues needing addressing and ensures that they reach the technical review stage timely.
• Performs tax research and helps train staff to do the same; schedules annual tax research training sessions for all tax staff.
• Understanding and completing the steps in conducting research projects; preparing written conclusions, subject to Manager or Principal review.
• Assisting audit and accounting staff with non-complex tax questions.
• Understanding tax accruals.
• Responding to IRS or state tax notices.
• Training interns/staff to be able to prepare effective responses to tax notices and reviews for accuracy and supervising workflow of Tax Accountants/Interns on less complex returns.
• Identifying problems and opportunities for research or work other than compliance.

Transaction Advisory Services Director

Senior Tax Accountant – Supervisor