Full-Time

Transaction Advisory Services Senior Associate

KSM Business Services

KSM Business Services

201-500 employees

National advisory, tax, and audit firm

No salary listed

Indianapolis, IN, USA

In Person

Bachelor's

Category
Consulting (1)
Required Skills
Financial analysis
U.S. Generally Accepted Accounting Principles (GAAP)
Mergers & Acquisitions (M&A)
Excel/Numbers/Sheets
Financial Modeling

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Requirements
  • A Bachelor's degree in Accounting or Finance is required.
  • Two to five years of relevant experience is required.
  • A strong understanding of United States generally accepted accounting principles and the mergers and acquisitions process is required.
  • Proficiency in Excel, including complex financial modeling, data book design, and financial analytics, is required.
  • Strong written and verbal communication skills, including the ability to synthesize complex findings clearly, are required.
  • Strong project management and leadership skills, with the ability to manage multiple projects and teams, are required.
  • The ability to work analytically and with attention to detail in a fast-paced, deadline-driven environment is required.
  • The ability to interact professionally with clients and colleagues at all levels while exercising discretion and judgment is required.
Responsibilities
  • Lead the day-to-day execution of financial due diligence engagements, manage workflow, and ensure deliverables meet client expectations.
  • Review and analyze target company financial statements, quality of earnings, working capital, and key business drivers.
  • Identify and evaluate deal issues, business risks, and opportunities that may affect valuation or transaction structure.
  • Prepare and review data books, analyses, and diligence reports, ensuring findings are supported, clearly communicated, and aligned with the client's investment thesis.
  • Lead management meetings with target company executives and summarize key findings and follow-up actions.
  • Supervise and coach Associates, provide detailed feedback, and foster their technical and professional development.
  • Communicate with clients, investors, and internal stakeholders while demonstrating professionalism and sound judgment.
  • Apply knowledge of generally accepted accounting principles and industry-specific accounting to identify relevant adjustments and trends.
  • Contribute to engagement planning, including scoping, data request lists, and project timelines.
  • Participate in practice development initiatives, including recruiting, training, and process improvement projects.
Desired Qualifications
  • CPA, CFA, or progress toward certification is preferred.
  • Relevant experience within Transaction Advisory, Audit, or a related finance role is preferred.
KSM Business Services

KSM Business Services

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KSM Business Services is a national advisory, tax, and audit firm. It serves organizations and owners with accounting, assurance, tax planning, transaction, valuation, technology, and business advisory work. Client teams combine industry knowledge with financial, operational, and technical specialties. Roles include accountants, auditors, tax professionals, consultants, analysts, technology specialists, and firm operations. Only the long description is authorized here; the existing short description remains protected. Its workforce connects frontline delivery with the specialist, operational, technical, and business teams that support the organization.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Indianapolis, Indiana

Founded

1942

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Simplify Jobs

Simplify's Take

What believers are saying

  • KSM opened its 98,535-square-foot headquarters on July 16, 2026, supporting growth.
  • IPA ranked KSM No. 40 in August 2026, up seven spots from 2025.
  • KSM promoted six new partners in January 2026, including real estate and transaction specialists.

What critics are saying

  • Zander litigation shows expensive advice claims can linger for years after settlements.
  • KSM's 14-year Indianapolis lease and $16 million buildout lock capital into office space.
  • Large-firm rivals will target KSM's growth, and a partner departure would hit client coverage immediately.

What makes KSM Business Services unique

  • Employee-owned independence anchors KSM, reinforced by its July 2026 headquarters investment.
  • KSM ranked No. 40 on IPA's 2026 Top 500, signaling scale and credibility.
  • The 2026 partner promotions deepen specialized bench across audit, tax, and real estate.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Hybrid Work Options

Flexible Work Hours

Wellness Program

Mental Health Support

Conference Attendance Budget

Professional Development Budget

Stock Options

Company Equity

401(k) Retirement Plan

401(k) Company Match

Phone/Internet Stipend

Home Office Stipend

Parental Leave

Family Planning Benefits

Fertility Treatment Support

Adoption Assistance

Childcare Support

Pet Insurance

Sabbatical Leave

Relocation Assistance

Employee Referral Bonus

Tuition Reimbursement

Company News

KSM (Katz, Sapper & Miller)
Aug 5th, 2026
KSM climbs to No. 40 on INSIDE Public Accounting's 2026 Top 500 Firms list.

KSM climbs to No. 40 on INSIDE Public Accounting's 2026 Top 500 Firms list. August 5, 2026 Summary: KSM climbed to No. 40 on INSIDE Public Accounting's 2026 Top 500 Firms list, reflecting the employee-owned accounting and advisory firm's continued growth, strategic expansion, and commitment to serving clients nationwide. INDIANAPOLIS - KSM (Katz, Sapper & Miller), a leading employee-owned accounting and advisory firm, has been ranked No. 40 on INSIDE Public Accounting's (IPA) 2026 Top 500 Firms list, moving up seven spots from No. 47 in 2025. The annual IPA Top 500 ranks the nation's largest CPA firms based on net revenue and is widely regarded as one of the accounting profession's leading benchmarks for firm growth, size, and market position. KSM's continued rise in IPA's rankings reflects another year of strategic growth and investment. In 2025, Chicagoland firm MichaelSilver joined KSM, expanding the firm's presence and capabilities in the Chicago market. Earlier this year, KSM also launched KSM Corporate Finance, its investment banking service line, through the addition of Charter Capital Partners' investment banking team, further strengthening the firm's ability to serve clients throughout every stage of the business lifecycle. "Our continued growth is the result of an intentional strategy and, most importantly, the incredible people who bring it to life every day," said Tim Cook, KSM CEO and president. "We're committed to building a firm that delivers exceptional value to our clients while creating meaningful opportunities for our employees to grow their careers. Advancing in the IPA rankings reflects that commitment and the momentum we've built together." Over the past several years, KSM has continued to expand its geographic footprint, deepen its advisory capabilities, and invest in talent and technology to meet the evolving needs of clients across industries. As an employee-owned firm, KSM's growth is driven by a long-term commitment to helping clients, communities, and employees succeed.

KSM (Katz, Sapper & Miller)
Jul 15th, 2026
KSM opens new headquarters, investing in its people and future.

KSM opens new headquarters, investing in its people and future. July 28, 2026 Summary: KSM has opened a new 98,535-square-foot corporate headquarters on the northside of Indianapolis, designed to foster collaboration, flexibility, employee well-being, and future growth while reinforcing the firm's long-term commitment to employee ownership, client service, and community. INDIANAPOLIS - KSM (Katz, Sapper & Miller), a leading employee-owned accounting and advisory firm, has officially opened its new corporate headquarters in the Carmel Gateway office park, creating a workplace designed to support collaboration, flexibility, and continued growth. The firm marked the occasion with a ribbon-cutting ceremony on Thursday, July 16, with more than 200 employees, former KSM leaders, civic officials, and project partners in attendance. Located on the Indianapolis/Carmel border at 600 E. 96th St., the new headquarters was intentionally designed to support the way KSM works today - bringing people together to collaborate, learn, innovate, and build meaningful relationships, while providing an exceptional experience for employees, clients, and visitors alike. Spanning 98,535 square feet, the headquarters also positions the firm for continued growth while reinforcing its long-term commitment to remaining an independent, employee-owned firm. "We didn't set out simply to build a beautiful office," said Tim Cook, KSM CEO and president. "From the beginning, our vision was to create a workspace that reflects who we are as a firm and supports where we're headed - a space where our people can do their best work, our clients feel welcome, and meaningful connections happen every day. This headquarters is an investment in our future and in the people who make KSM what it is." This headquarters is an investment in its future and in the people who make KSM what it is. The headquarters was designed around flexibility, wellness, and connection, offering a variety of work environments that support different work styles. Signature spaces include a two-story interior courtyard filled with natural light and greenery, flexible collaboration spaces, focus rooms, wellness rooms, an employee café, a recreation area, and a large community room designed to support employee gatherings, client events, training, and community use. The space was designed by DELV Design and constructed by Burnside Builders. While the headquarters itself represents years of thoughtful planning, KSM leaders emphasized that its greatest value lies in what happens inside it. "Our culture has always been our greatest strength," said Erin Wagoner, KSM chief people officer. "This headquarters isn't about the walls - it's about the people inside them. Already, we've seen teammates reconnect, new relationships form, and spontaneous conversations spark ideas and collaboration. That's exactly what we hoped this space would create, and we're excited to see how it continues to bring our people together." Carmel Mayor Sue Finkam joined KSM leaders for the celebration, recognizing the firm's continued investment in the region and its role in attracting talent and strengthening the local business community. "KSM's investment reflects exactly the kind of forward-thinking leadership that helps our community thrive," Finkam said. "This headquarters demonstrates a commitment to people, innovation, and the long-term success of central Indiana, and we're proud KSM continues to call this community home." KSM has served clients from central Indiana for more than 80 years and has grown into one of the nation's largest independent advisory, tax, and audit firms. The new headquarters reflects the firm's continued evolution while remaining grounded in the values that have defined KSM for decades: exceptional client service, employee ownership, collaboration, and community.

Accounting Today
Aug 22nd, 2025
On the move: KSM adds real estate partner

Christopher Fasano was hired as a partner in the real estate services group at Katz, Sapper & Miller, New York.

Accounting Today
Aug 8th, 2025
On the move: MassCPAs hosts annual leadership program

Erin Wagoner was appointed chief people officer at Katz, Sapper & Miller, Indianapolis.

Accounting Today
Mar 21st, 2025
On the move: Monroe Shine celebrates 100 years, new CEO

Alisha Garrett was hired as a director on the tax team at Pannell Kerr Forster of Texas, Houston.