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About the Role
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 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 administrative tasks to ensure smooth deal progression.
Responsibilities
- Manage transaction checklists.
- Coordinate with attorneys and sellers.
- Oversee CCH conversion with the tax team.
- Manage workforce load with HR.
- Facilitate client migration with the administration and onboarding team.
- Oversee billing and banking conversion with the CFO and billing coordinator.
- Manage partner transition obligations.
- Handle office and lease projects.
- Develop and manage 30/60/90-day plans.
- Provide weekly reporting to CEOs.
- 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.
- 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.
- 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.
- 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.
- 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.
Requirements
- 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.
Skills
- 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.
Location
- Islandia, New York
- New York City
- St. Petersburg, Florida
Work Type
- Onsite
Experience Level
- 5+ years
Education Level
- Bachelor's degree in Accounting, Business, Operations, or related field preferred
Salary/Compensations
- $160,000–$200,000 per year
Benefits
- Medical, Dental, and Vision insurance
- 401(k) and CPA/CPE Reimbursement
- Life Insurance
- Paid Time Off, Holidays, and Company Events
- Paid meals
- Snack/Drink room
About the Company
- At SMG ABA LLC, we foster a unique team spirit and are guided by core values.
- We have established ourselves as a seven-time Inc. 5000 company.
- We offer a dynamic and vibrant work environment.
- We value hard work, encourage personal and professional growth, and celebrate achievements together.
- We recognize the importance of each team member's contributions and provide a supportive atmosphere where efforts are acknowledged and rewarded.