Due Diligence, Onboarding & Integration Manager

The Due Diligence, Onboarding and Integration Manager focuses on leading the acquisition and integration of tax and accounting firms into a wealth management environment. The ideal candidate brings merger and acquisition (M&A) integration experience and understands the unique operational, regulatory, and client-service considerations involved in integrating tax and accounting businesses.

The ideal candidate brings experience leading complex M&A integrations, with strong preference given to individuals who have acquired and integrated tax and accounting firms within a wealth management, accounting, or professional services environment. Success in this role requires exceptional interpersonal and relationship management skills, as well as the ability to build trust and credibility with advisors, firm leaders, and other key stakeholders. Strong project management experience coordinating multiple workstreams, stakeholders, and integration activities is essential.

In this role, you can expect to focus in the following areas:

Due Diligence

• Manage the initial due diligence request list and interview sellers.
• Present the initial due diligence request list and coordinate data gathering.
• Conduct site visits.
• Follow up on additional due diligence requests as needed.
• Distribute due diligence findings to the Integration and M&A teams.
• Summarize due diligence findings for the CEO, COO, Head of M&A, and other key stakeholders as needed.

Onboarding

• Lead and organize initial discovery sessions with the Integration Team.
• Establish and maintain regular communication with potential partner firms.
• Manage project plans, including timelines, milestones, deliverables, and overall status.
• Lead complex integration projects involving acquired tax and accounting firms, ensuring successful alignment of people, processes, technology, and client service models.
• Facilitate and coordinate Integration Team and sub-group meetings.
• Partner with potential firms, third-party vendors (including custodians), and internal teams to complete all activities required for a successful transaction close.

Integration

• Initiate project teams to execute systems integration projects across network, applications, and operations.
• Coordinate with Investment teams to plan and execute portfolio transitions, as needed.
• Partner with internal teams to ensure post-close training is planned and delivered.
• Manage and monitor integration work plans across all required departments.

General

• Help manage communications across the Integration Team, ensuring timely distribution of information.
• Act as a catalyst to resolve project issues and escalate concerns when appropriate.
• Serve as a liaison between business units, technology teams, and support teams.
• Serve as a trusted advisor to M&A and business leadership by providing insights and guidance related to the integration of tax and accounting firms.
• Leverage prior experience with tax and accounting firm acquisitions to identify integration risks, compliance considerations, operational dependencies, best practices, and mitigation strategies.
• Support departmental objectives and key results (OKRs).
• Facilitate and participate in onsite meetings at acquired firm locations.
• Perform other duties as assigned in support of the Merger & Acquisition function.