KSM (Katz, Sapper & Miller)

Accounting Manager

• Assist in obtaining, organizing, and preparing data for purchase accounting (ASC 805) and purchase price adjustments, including review of purchase agreements and related schedules
• Apply purchase agreement elements to opening balance sheets and price adjustment mechanisms, document assumptions and conclusions
• Support meetings and discussions with target company management to obtain pertinent information; summarize outcomes and action items
• Own assigned workstreams and deliverables, moving them toward completion while proactively identifying risks, open items, and next steps
• Support clients in navigating post-closing matters and disputes by organizing facts, analyzing supporting documentation, and preparing schedules
• Contribute to a variety of projects including accounting investigations, internal control/process consulting, audit support, and technical accounting memo writing
• Support interim CFO/controller services by assisting with monthly close, account reconciliations, journal entries, and financial statement preparation
• Help improve close and reporting processes by developing checklists, timelines, templates, standardized workpapers, and management reporting packages (KPIs, dashboards, variance narratives)
• Assist with audit, lender, and other stakeholder readiness by organizing support, drafting PBC schedules, and coordinating communications
• Collaborate effectively with project team leads to execute workstreams and ensure deadlines are met
• Demonstrate strong client service by communicating clearly, meeting deadlines, and escalating issues early.
• Handle engagement and admin related tasks in a timely and professional manner
• Collaborate with team members regarding client issues and potential solutions

Senior Associate – Accounting Advisory

• Acts as liaison between partners, clients and staff
• Managing multiple projects and client engagements simultaneously while scheduling, staffing and coordinating engagement workflow
• Develops and trains staff
• Major involvement in firm practice development efforts, develop advanced technical knowledge, and management skills
• Ability to make decisions
• Ability to effectively delegate work
• Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client's business
• Plans, schedules and staffs engagements using firm policies and procedures
• Supervises staff and provides on-the-job training; reviews tax returns and related work papers prepared by staff including performance evaluations
• Anticipates problem areas of engagement and develops procedures to address those problem areas; keeps supervisors informed of important developments and recommends solutions
• Communicates progress of engagements, problems and resolutions to client through written and oral correspondences
• Prepares invoices to clients, communicates details of fees to clients and assists in collection of overdue accounts
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate
• Performs supervisory reviews of all tax returns and governmental tax examinations of complexity
• Assumes tax preparation responsibility for the more complex business returns
• Delegates and manages governmental tax examinations; may represent the client before the appropriate tax authorities

Tax Manager – Private Equity

Onboarding Specialist

• Perform client onboarding in compliance with OFAS standards.
• Work with Director on engagement timelines and budget.
• Implement new client processes and manage 3rd party application setups.
• Ensure internal compliance of OFAS processes.

Accounting Services Onboarding Manager

Security Engineer

• Own remediation of cloud, identity, and application security findings
• Design, implement, and maintain security controls across AWS
• Triage and validate security alerts
• Lead technical investigation and containment of security incidents
• Coordinate incident response with IT, engineering, and external partners
• Perform root cause analysis and drive preventative improvements
• Improve detection quality by tuning alerts
• Support compliance efforts such as SOC 2
• Automate repeatable security tasks
• Document incidents, risks, remediation actions, and outcomes
• Act as a technical escalation point and mentor

Senior Security Engineer

• Possesses a complete knowledge of the Firm's philosophy on financial, tax, and consulting matters, work quality and application of professional and Firm standards
• Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client's business
• Plans, schedules and staffs engagements using firm policies and procedures
• Supervises staff and provides on-the-job training; reviews tax returns and related work papers prepared by staff including performance evaluations
• Anticipates problem areas of engagement and develops procedures to address those problem areas; keeps supervisors informed of important developments and recommends solutions
• Communicates progress of engagements, problems and resolutions to client through written and oral correspondences
• Prepares invoices to clients, communicates details of fees to clients and assists in collection of overdue accounts
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate
• Performs supervisory reviews of all tax returns and governmental tax examinations of complexity
• Assumes tax preparation responsibility for the more complex business returns
• Delegates and manages governmental tax examinations; may represent the client before the appropriate tax authorities

Tax Manager

• Develops and strengthens long-term relationships with clients
• Review work in process and perform billing on assigned jobs
• Supervise and assist OFAS associates with regards to accounting services
• Run custom financial reports on a regular basis
• Direct contact with 3rd party vendors for routine client account and support matters

Senior Associate – Accounting Advisory

Tax Manager – Private Equity

Accounting Services Onboarding Manager

Senior Security Engineer

Tax Manager

Accounting Services Manager