KSM (Katz, Sapper & Miller)

Software Engineer

• Develop, test, and maintain SQL queries, functions, views, and stored procedures for use in reporting and analytics
• Design and optimize relational database structures that support transportation operations and business intelligence needs
• Collaborate with clients to extract and prepare data from multiple transportation systems (TMS, routing, GPS tracking, etc.), via API, sFTP and other methods
• Assist in building and managing data pipelines using Azure Data Factory, supporting ETL processes between on-premises and cloud systems
• Monitor and troubleshoot database performance, ensuring reliability and accuracy of production data
• Support data governance, documentation, and quality assurance initiatives across the organization
• Participate in projects involving data warehousing, dashboard reporting, and KPI tracking related to logistics and fleet performance

Senior SQL Developer

• Provide tax compliance and advisory services to High-Net-Worth Individuals
• Performs diversified accounting and tax assignments under the direction of supervisors, managers or partners
• Demonstrates competency in technical skills, work quality and application of professional and firm standards
• Meets time constraints and client deadlines
• Participates in planning and scheduling client engagements
• Assists staff, where applicable, in work to be performed
• Prepares and indexes work papers; performs various procedures to verify client information
• Prepares complicated tax returns
• Suggests client tax planning ideas to managers, directors or partners
• Thinks analytically and understands the 'big picture' of each engagement

Senior Tax – High Net Worth

• Demonstrate a comprehensive understanding of private equity structures, including partnerships, corporations, and various investment vehicles, ensuring compliance with federal, state, and local tax regulations.
• Maintain ongoing contact with private equity clients, ensuring a deep understanding of their businesses and tax compliance needs, providing tailored advice and solutions.
• Collaborate with Resource Coordinators to staff private equity tax engagements using firm policies and procedures, ensuring timely, efficient and effective delivery of services.
• Oversee Associates and Senior Associates in the preparation of tax returns for private equity firms and related entities, including partnership tax returns with complex allocations.
• Provide technical guidance and workpaper review, identifying potential issues and offering solutions.
• Supervise and mentor staff, providing on-the-job training in private equity tax compliance and conducting performance evaluations to foster professional growth.
• Anticipate potential problem areas in engagements, developing procedures to address these issues proactively.
• Regularly communicate engagement progress, issues, and resolutions to clients through written and verbal correspondence.
• Stay informed of economic, political, and tax legislative trends affecting private equity and their portfolio companies.

Tax Manager – Private Equity

Accounting Manager

• Assist the advisory team in obtaining and preparing data for purchase accounting (ASC 805) and purchase price adjustments, which includes detail review of purchase agreements, discussions with attorneys, and an understanding of the mechanics of various deals in a variety of industries
• Apply the contractual Purchase Agreement elements to opening balance sheets and price adjustment mechanisms
• Lead meetings and site visits with target company management, interacting with top-level management to obtain pertinent information
• Own the projects assigned and move them toward and through completion, seeking assistance as needed. This includes reviewing Associate and Senior Associate work
• Support clients in navigating post-closing disputes
• Work on a variety of projects that vary in size & complexity, including but not limited to accounting investigations, internal control consulting, audit support assistance , technical accounting memo writing, and others
• Mentor and develop members of the Accounting Advisory team as the group continues to scale

Senior Accounting Advisory

Billing Specialist

• Managing overall billing and outstanding WIP balances for each client listed under the Partner/Director
• Reviewing, analyzing, and preparing recommendations for billing & presenting these recommendations to their assigned Partner/Director
• Preparing actual bill, write ups, write downs and write offs for their respective Partner/Director
• Managing WIP balances according to established billing goals
• Scheduling & maintaining consistent monthly meetings
• Assume all billing/invoicing responsibilities as assigned
• Managing unrelieved WIP balances for clients assigned to respective Partner/Director
• Preparing billing recommendations based on client billing history, engagement agreements and billing guidelines
• Communicating recommendations effectively and updates as needed
• Communicating with client services staff assigned to the client being billed as to maximize realization and ensure accurate and appropriate billing execution
• Finalizing billing/creating invoice w/in 48 hours of billing meeting
• Processing WIP write offs/downs as approved/requested
• Work with assigned Partners/Directors and Client Partner on Invoice Approval
• Processing approved write offs/downs
• Processing credits of previously billed invoices

Billing Analyst

Financial Planning and Analysis

• Manage and oversee engagement teams on buy-side and sell-side financial due diligence engagements/projects
• Supervise, develop and train staff on engagements
• Evaluate performance and participate in individual's performance appraisal process
• Interact directly with managers and partners on matters related to client and engagement management
• Strengthen existing client relationships and developing new business opportunities by providing outstanding client service
• Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
• Invest in professional development through active participation in training sessions and networking events both internally and externally
• Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program
• Demonstrate excellent team skills, positive attitude and high ethical standards

Financial Due Diligence Director

• Function as the Examiner-in-Charge (EIC) or assist EIC on risk-focused statutory examinations
• Planning, conducting and reviewing financial examinations
• Identifying and assessing controls and performance of substantive testing
• Prepare status reports for the DOI and Noble, as requested
• Manage assigned staff and assist supervisor with overall engagement

Financial Examiner

Project Manager

• Support the firm’s efforts in preparing high-quality proposals, including written responses to RFPs, oral presentations, and other documents
• Coordinate our proposal process with the pursuit team, including compiling, writing, editing, and formatting proposal content
• Schedule proposal kick-off and check-in meetings
• Ensure contributors and subject matter experts provide their content promptly in order to meet key deadlines for review and delivery
• Ensure quality control, including compliance with RFP requirements, accuracy of content, and grammatical precision
• Coordinate proposal completion and on-time delivery
• Organize, maintain, and update a content library for use in proposals
• Work with graphic designers to ensure that all deliverables are aesthetically appealing and brand compliant
• Conduct prospect research to support pursuit strategy and proposal development
• Monitor online RFP database (e.g., GovWin) for upcoming opportunities and provide a list of opportunities to pursuit leads for review and discussion
• Develop customized presentation materials to support the finalist/short-list stages
• Contribute to continual refinement of the proposal process
• Assist in other marketing and sales support tasks as needed

Proposal Project Manager

• Manage sales and use projects within the SALT Group
• Ensure accurate and timely deliverables
• Develop and mentor staff for assigned engagements
• Perform complex tax research and manage tax research projects
• Build and maintain relationships with government officials
• Generate high quality work under deadlines

SALT Sales and Use Tax Manager

• 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

• Operates as the leader of several client engagement teams, leads due diligence, and structures engagements related to transactions involving private equity and strategic corporate entities
• Consults with internal KSM technical experts on complex tax matters
• Recognizes and examines tax risks and opportunities while providing guidance to both strategic and private equity buyers and sellers on different tax strategies for acquisition, disposition, and restructuring of businesses
• Reviews acquisition and merger agreements
• Develops and manages client relationships
• Advises subordinates to encourage career satisfaction
• Manages risk and financial performance of engagements including budgeting, billing, and collection
• Collaborates with financial due diligence team to appropriately scope new engagements
• Reviews, appraises, and counsels clients on the tax computations in their financial models as well as assists clients in the quantitative and qualitative analysis of the tax data in their transaction’s financial projections
• Maintains a desire to build a team of professionals to support clients in the tax TAS space