Job Summary: We are seeking an exceptionally organized, communicative, and deadline-driven
Director of M&A Integration to serve as a strategic right hand to our Managing Partners. In this onsite role, you will bridge the gap between high-level executive administration and technical financial oversight during intense Mergers & Acquisitions (M&A) cycles. You will act as the operational anchor-managing due diligence, reviewing target company financials, mapping post-merger integrations, and executing any administrative tasks required to keep deals moving forward smoothly.
Key ResponsibilitiesThis person owns:
- Transaction checklists.
- Coordination with attorneys and sellers.
- CCH conversion with tax team
- Workforce load with HR
- Client migration with administration and onboarding team
- Billing and banking conversion - with CFO and billing coordinator
- Partner transition obligations.
- Office and lease projects.
- 30/60/90-day plans.
- Weekly reporting to CEO's
Integration Leadership & Execution- Oversee the day-to-day integration of newly acquired accounting firms • Serve as the primary integration lead for approximately six months during each acquisition • Ensure operational continuity, stability, and accountability throughout the onboarding process • Drive execution against integration timelines and milestones
Integration Planning & Process Development- Build, document, and execute detailed integration roadmaps, playbooks, and standard operating procedures (SOPs) • Establish clear expectations, workflows, and performance standards across integrated firms • Identify gaps, risks, and inefficiencies and implement corrective actions
Systems, Data & Workflow Integration- Coordinate software, system, and data migrations in partnership with internal IT and operations teams. • Ensure successful adoption of firm-wide systems related to accounting, billing, reporting, and workflows • Validate data accuracy and system readiness post-migration
Training, Change Management & Cultural Alignment- Lead hands-on training for acquired firm staff on systems, processes, billing, and operational workflows • Drive cultural alignment by reinforcing firm-wide discipline, expectations, and best practices • Proactively manage change resistance and support teams through transition
Stakeholder Coordination & Communication- Act as the primary point of contact between acquired firms and internal leadership during integration • Communicate progress, risks, and outcomes clearly to stakeholders • Build trust and collaboration with leadership and staff across integrated firms
Required Skills & Abilities:- Strong hands-on project and implementation management skills
- Proven ability to build, document, and enforce processes and SOPs
- Excellent organizational, prioritization, and follow-through capabilities
- Clear, confident written and verbal communication skills
- Ability to deliver effective training and influence adoption without formal authority
- High level of accountability, ownership, and attention to detail
Qualifications:- Bachelor's degree in Accounting, Business, Operations, or related field preferred
- Minimum of 5+ years of experience in M&A integration, operations, or implementation roles
- Prior experience within an accounting firm or deep understanding of accounting firm operations strongly preferred
- Demonstrated success leading hands-on post-acquisition integrations
- Willingness to travel and temporarily relocate as required for onsite integration leadership
Benefits That Matter- Medical, Dental, and Vision insurance
- 401(k) and CPA/CPE Reimbursement
- Life Insurance
- Competitive salary ($160,000-$200,000 per year)
- Paid Time Off, Holidays, and Company Events
- Paid meals
- Snack/Drink room
