Director of M&A Integrations

New
C
CurrentAccounting, Professional Services
RemoteFull-TimeDirector
Salary not disclosed
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Job Details

Experience
7+ years of experience in operations or leadership roles within an accounting firm, or 7+ years of experience in integration and/or project management leadership roles.
Required Skills
Project ManagementCross-functional Team LeadershipRisk ManagementStakeholder managementChange Management

Requirements

  • 7+ years of experience in operations or leadership roles within an accounting firm, or 7+ years of experience in integration and/or project management leadership roles.
  • Strong understanding of accounting firm operations, including partner dynamics, workflow models, technology, client service delivery, and regulatory context.
  • Demonstrated ability to manage complex, cross-functional initiatives with multiple stakeholders and tight deadlines.
  • Exceptional interpersonal skills with a proven track record of building trust with senior leaders and partner groups.
  • High bias toward action, detail-oriented, ultra-organized, and comfortable with ambiguity.
  • Strong written and verbal communication skills with the ability to manage across all levels of the organization.
  • Willingness to travel regionally, including throughout New York and New Jersey.
  • Ability to manage, train, and mentor team members.
  • Experience leading integrations or complex cross-functional implementation projects.
  • Familiarity with common accounting firm tech stacks, such as CCH or Creative Solutions.
  • Change management or project leadership experience.

Responsibilities

  • Oversee all integration activities for newly acquired firms across accounting, finance, IT, compliance, HR, and operational functions.
  • Drive integration projects by setting timelines, defining workstreams, tracking milestones, managing risks, and ensuring cross-functional accountability.
  • Serve as the primary point of contact for integration with acquired firm Managing Partners and leadership teams.
  • Coordinate efforts across corporate functional departments and firm-based teams to ensure delivery of integration objectives.
  • Lead cultural integration efforts, including partner onboarding, communications, and change management.
  • Refine and execute the integration playbook, identifying and escalating risks to resolve challenges.
  • Report integration status, risks, and opportunities to regional leadership and Managing Partners.
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