Director, Business Succession Planning

Cotton & Company LLP
paid time off, paid holidays, sick time, tuition reimbursement, flex time, 401(k)
United States, Virginia, Alexandria
333 John Carlyle Street (Show on map)
Apr 15, 2025
Description Director,BusinessSuccession Planning(US-Remote) What to expect when you join the Sikich family! Team members at Sikich have a lot in common while also being part of a rich and diverse group of contributors, creating a distinct and thriving culture. Chief among our commonalities are a desire for growth and a shared unity of purpose in our professional lives. We believe that through diverse perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth - for our clients, for ourselves and for our communities. The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our firm because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice. For our CPA candidates, Sikich has been on a journey of building a compelling, alternative option to the traditional CPA firm. Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets and digital strategies? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon! *Are you ready to grow with us?* About Sikich LLC Sikich, LLC, is a global company specializing in technology-enabled professional services. With employees across the globe, Sikich ranks as one of the largest CPA firms in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients' businesses. Primary Job Responsibilities You will be a trusted advisor, mentor, coach, andpart time psychologist to business owners and stakeholders looking to plan their business legacy. Research and develop a client base thatare looking to transition their business to the next phase ofexistence. Mine existing Sikich clients as well as bringing in new clients to thefirm. Develop a short term andlong-termbusiness plan for growth inclusive of target markets, targetorganizations,andrealistic revenue goals. Develop collateral that demonstrates the value of Sikich as the partner of choice forBusinessSuccession Planning. Youwill develop relationships across the Sikich Service Lines that will becritical toclientengagements. Provide regularreporting and forecastingonactivity and potential revenue. Champion people initiatives in partnership with the Human Capital Team, including recruiting, retaining, and training the firm's up and coming professionals. Provide thought leadership and insightful recommendations surrounding a broad range of complex issues by leveraging expertise and experience. Requirements A minimum of 15 years ofexperienceinHigh-Net-WorthWealth Management, InvestmentBanking,Tax,or another financialdiscipline managing complex organizational divestitures. A Bachelor's Degree in a businessdiscipline from an accredited university. A CEPAor comparablecertificationwould be highly desirable. A history ofcollaboratingsuccessfully with business ownershipboth financially and emotionally. A hands-on self-starter with the ability to manage in a fast paced, changing environment. An individual capable of articulating and selling ideas and concepts in all mediums, with the ability to manage conflicting priorities. A leadership style characterized by straightforwardness, approachability, team orientation and collaboration. An individual with an in-check ego who leads by example. In addition, specific skills/experience required are as follows: Servant Leader - You are hyper focused on engaging employees, fostering their development, and building a positive culture. Solutions Focused - You see opportunities in every business problem and can develop, articulate, and implement solutions. Collaboration - You are a relationship builder across all levels of the organization and across all business units. Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible. Impact & Influence Thinking - You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives. Sikich Total Rewards Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing, and time spent with family and friends. Additionally, we benevolently encourage the pursuit of personal goals, hobbies, and endeavors while working at Sikich. Some examples of our many benefits: Sikich maintains aFlexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization. The Firm will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits. Sikich offers acomprehensive wellness programto engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards. We also offer: Flexible work arrangements Health, dental, vision, life, and accident/death/disability insurance options HSA employer contribution Nine (9) paid holidays annually A robust paid Parental Bonding Leave program covering birth, adoption, and foster children 401(k) with employer contributions CPA bonus with four (4) paid exam days & four (4) paid study days Tuition reimbursement Employee referral bonus program Client referral bonus program Pet insurance FORCE - Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities Want to learn more? Visit our Careers websiteor Glassdoor profile Sikich LLP is an Equal Opportunity Employer M/F/D/V Sikich currently practices as an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm and provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC whereby Sikich LLC provides Sikich CPA LLC with professional and support personnel and other support services to allow Sikich CPA LLC to perform its professional services and Sikich CPA LLC consults with Sikich LLC and shares client information with Sikich LLC with respect to the provision of such services. #LI-TL1