KSM (Katz, Sapper & Miller)

Billing Specialist

• Managing overall billing and outstanding WIP balances for clients
• Reviewing, analyzing, and preparing recommendations for billing
• Presenting billing recommendations to assigned Partner/Director
• Preparing actual bills, write-ups, write-downs, and write-offs
• Managing WIP balances according to established billing goals
• Scheduling & maintaining consistent monthly meetings
• Finalizing billing/creating invoices within 48 hours of meetings
• Processing WIP write-offs/downs as approved/requested

Billing Analyst

Accounting Manager

• Lead complex accounting advisory engagements for private equity and corporate clients, with a primary emphasis on purchase accounting (ASC 805), opening balance sheet matters, and purchase price adjustment support
• Assist in the continued development of the TAS Accounting Advisory service line through high-quality client delivery, internal collaboration, and participation in practice development initiatives
• Support the growth and retention of existing client relationships while contributing to new business opportunities through internal cross-selling, marketplace visibility, and external business development efforts
• Evaluate the feasibility of new service offerings and adjacent accounting advisory opportunities, helping assess market demand, team capabilities, delivery considerations, and overall strategic fit for the group
• Collaborate with TAS leadership and other firm leaders to identify opportunities where Accounting Advisory can support broader client needs and complementary service offerings
• Mentor, coach, and develop members of the Accounting Advisory team as the group continues to scale; provide timely feedback, strengthen team leverage, and support a consistent review process across engagements
• Assist the advisory team in obtaining and preparing data for purchase accounting and purchase price adjustments, including detailed review of purchase agreements, discussions with attorneys, and an understanding of transaction mechanics across a variety of industries
• Apply contractual purchase agreement elements to opening balance sheets and price adjustment mechanisms
• Lead meetings with target company management and interact with executive-level stakeholders to obtain pertinent information, communicate key issues, and drive engagements forward
• Own the projects assigned and move them toward and through completion, seeking assistance as needed; this includes detailed review of Senior Associate and Manager work product
• Support clients in navigating post-closing disputes and other transaction-related accounting matters
• Work on a variety of projects that vary in size and complexity, including but not limited to accounting investigations, internal control consulting, audit support assistance , technical accounting memo writing, and other accounting and finance-related advisory matters
• Help enhance engagement execution by improving consistency, supporting efficient staffing and review practices, and contributing to a scalable team environment

Accounting Advisory Director

• Process, format, and finalize tax returns in accordance with firm and client standards
• Coordinate electronic delivery of client deliverables through firm platforms
• Prepare and assemble physical deliverables for mailing or client pickup
• Manage 1040 organizer distribution and track receipt of client documentation
• Process 1099 forms and ensure timely, accurate delivery
• Utilize firm workflow and document management systems to monitor assignments, prioritize tasks, and ensure deadlines are consistently met
• Maintain accurate and up-to-date status tracking for all assigned work, proactively identifying and addressing bottlenecks
• Troubleshoot system issues and escalate as needed, partnering with internal technology teams to resolve challenges efficiently
• Partner with tax engagement teams and operations groups to resolve processing questions
• Support cross-functional initiatives with Tax Processing, Resource Management, IT, and other operations teams
• Assist with engagement letter preparation as needed
• Contribute to special projects and ad hoc operational needs
• Provide additional support during peak periods, including extended hours during busy seasons

Tax Processing Coordinator

Recruitment

• Partner with Hiring Managers and the Director of Talent Acquisition to align recruiting strategies with business objectives and workforce plans for a growing firm.
• Lead the end-to-end recruitment process for experienced accounting professionals, ensuring seamless and high-quality candidate experience.
• Proactively engage passive candidates through innovative strategies, leveraging Workday, LinkedIn Recruiter, and other tools to build a robust talent pipeline for ready-to-hire roles.
• Cultivate trusted partnerships with internal stakeholders
• Maintain a deep understanding of the public accounting market to attract candidates in tax and other areas assigned.
• Promote the firm’s employer brand through strategic outreach, relationship management, and consistent representation of firm culture and values.

Billing Analyst

Accounting Advisory Director

Tax Processing Coordinator

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