KSM (Katz, Sapper & Miller)

• Manage and oversee engagement teams on buy-side and sell-side financial due diligence engagements/projects • Supervise, develop and train staff on engagements • Evaluate performance and participate in individual's performance appraisal process • Interact directly with managers and partners on matters related to client and engagement management • Strengthen existing client relationships and developing new business opportunities by providing outstanding client service • Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service • Invest in professional development through active participation in training sessions and networking events both internally and externally • Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program • Demonstrate excellent team skills, positive attitude and high ethical standards

• Lead the strategic direction, growth, and overall performance of KSM’s Transaction Advisory Services (TAS) Tax Diligence practice • Serve as the lead advisor on tax due diligence engagements • Collaborate with KSM’s tax specialists to deliver comprehensive solutions • Mentor and develop a high-performing team of tax diligence professionals

• Assist team members in providing financial due diligence for clients acquiring businesses and aid in the evaluation of the potential transaction in the context of the client's investment thesis. • Advise both strategic and private equity buyers/sellers by identifying and analyzing business and financial risks or opportunities throughout the acquisition, disposition, or restructuring of the target company. • Aggregate, manipulate, and analyze target company's detailed financial and operational data to identify financial and operating trends, quality of earnings, & working capital considerations. • Participate in meetings and site visits with target company management, interacting with top-level management to obtain pertinent financial analysis information. • Assist in the build of deal reports and presentations for clients that highlight key financial and operations findings that may impact or drive client's investment thesis. • Work on multiple projects of varying size & complexity.

Role Description An internship with KSM provides you with hands-on experience in the exciting and challenging profession of public accounting. You will learn how the theories and principles of accounting are applied while essentially performing the role of a first-year associate accountant. This is a hands-on, fast-paced role with exposure to real deals and Partner interactions. Ideal for students interested in tax, accounting, or law. The intern will work from August 21, 2026 – December 2026, aligned with KSM’s fall internship window. Part-time options will be considered requiring a minimum of 20 hours per week. This role is based in Indianapolis, IN but remote candidates will be considered. Responsibilities - Assist with tax due diligence and M&A advisory engagements - Support client projects by analyzing tax documents - Assist with report drafting - Perform technical research Qualifications - Pursuing a degree in Accounting, Law, Finance, Pre-Law, or Statistics - Minimum of junior year class standing - Strong academic performance and interest in tax - Prior tax or finance internship is preferred - Strong analytical, communication, and writing skills Requirements - We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category. - KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. - KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.

• Supports the delivery of high-quality audit and assurance services by providing technical guidance, quality review support, and practical resources to engagement teams • Applies professional standards to complex accounting, auditing, and financial reporting matters • Helps teams navigate technical issues and maintain compliance with firm and regulatory requirements • Provides technical consultation, training, and collaboration to strengthen the capabilities of client-facing professionals • Promotes consistency in the application of professional standards • Contributes to the firm's commitment to audit quality and technical excellence

Role Description A Financial Examiner is needed to perform as an associate to assist the EIC on risk-focused statutory examinations. The Financial Examiner will be responsible for: - Performing procedures within established budgets and schedules. - Providing supervisor advance notice when areas are near completion. - Obtaining designations necessary for advancement. A Financial Examiner should obtain sufficient knowledge, background, and experience to perform the financial examinations, which may include: - Obtaining certifications such as the Associate Financial Examiner (AFE) and Certified Financial Examiner (CFE), each sponsored by the Society of Financial Examiners. - Annual training for both industry-specific and specialized areas. Responsibilities - General: - Gain an understanding of the Risk Focused approach. - Gain an understanding of statutory accounting. - Assist in supervising interns. - Become efficient in using TeamMate and other tools utilized in examinations. - Perform tasks assigned. - Service clients: - Understand the expectations of your supervisor and other team members. - Provide supervisor with regular status updates and areas in which further instruction is needed. - Proactively identify issues or potential issues and bring them to the attention of the supervisor. - Provide supervisor / EIC with useful, actionable information throughout the examination with suggested solutions for problems identified. - Proactively communicate with supervisor regarding the status of the area assigned. - Be professional both on site and near the company. - Be accessible and responsive. - Monitor and meet budgets: - Work with supervisor / EIC to determine reasonable scopes, timelines, and budgets. - Perform within established budgets and schedules. - Proactively communicate with supervisor regarding potential issues that may impact budget. - Provide supervisor advance notice when areas are near completion. - Ensure quality of work product: - Understand the project and your responsibilities. - Communicate ideas for potential improvements. - Communicate with supervisor potential issues. - Expand business and/or network: - Participate in meetings, lunches, and dinners when included if possible. - Learn key contacts and companies and departments associated with projects. - Personal Development: - Participate in project debriefing. - Ensure you participate in evaluations as per policy. - Embrace opportunities to expand responsibility. - Obtain designations necessary for advancement. - Expand knowledge of insurance industry and the framework of the insurance regulation. - Deliver conclusions and work product: - Communicate throughout engagement. - Provide conclusions in work performed. Qualifications - Bachelor’s degree in mathematics, accounting, insurance, business administration, or economics. - Auditing experience at a CPA firm or insurance company (preferred). - Prior insurance regulatory experience (preferred). - Experience performing risk-focused examinations (preferred). Requirements - We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category. - KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. - Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. - KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.

• Leading actuarial components of financial condition examinations of life insurance companies. • Supporting all seven phases of the risk-focused examination process for the actuarial functions of life and A&H insurers. • Coordinating, directing, and implementing the actuarial portion of a financial examination. • Assisting in review of premium rate and policy form filings for state insurance department clients. • Providing independent, well-supported conclusions regarding insurers’ financial positions.

• Managing overall billing and outstanding WIP balances for clients • Reviewing, analyzing, and preparing recommendations for billing • Presenting billing recommendations to assigned Partner/Director • Preparing actual bills, write-ups, write-downs, and write-offs • Managing WIP balances according to established billing goals • Scheduling & maintaining consistent monthly meetings • Finalizing billing/creating invoices within 48 hours of meetings • Processing WIP write-offs/downs as approved/requested

Role Description We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you. At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you. Responsibilities - Possesses a complete knowledge of the Firm's philosophy on financial, tax, and consulting matters, work quality and application of professional and Firm standards. - Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of client's business. - Plans, schedules and staffs engagements using firm policies and procedures. - Supervises staff and provides on-the-job training; reviews tax returns and related work papers prepared by staff including performance evaluations. - Anticipates problem areas of engagement and develops procedures to address those problem areas; keeps supervisors informed of important developments and recommends solutions. - Communicates progress of engagements, problems and resolutions to client through written and oral correspondences. - Prepares invoices to clients, communicates details of fees to clients and assists in collection of overdue accounts. - Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate. - Performs supervisory reviews of all tax returns and governmental tax examinations of complexity. - Assumes tax preparation responsibility for the more complex business returns. - Delegates and manages governmental tax examinations; may represent the client before the appropriate tax authorities. Qualifications - A minimum of five years of experience in accounting and tax, demonstrating a progression in complexity, scope and number of engagements managed. - Demonstrated ability to bring in new business to a CPA firm. - Bachelors or Master's degree in accounting. - Minimum of forty hours of continuing professional education is required each year to maintain and develop technical and business skills. - A current and valid certified public accountant's license is required. - Must be a member in good standing with the American Institute of Certified Public Accountants. - Proficiency in use of computers and various accounting and tax computer software. Requirements - We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category. - KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. - KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.

Role Description Katz, Sapper & Miller (KSM) is seeking a Senior Associate to join our growing Transaction Advisory Services (TAS) practice. This role provides the opportunity to take a leading role in buy-side and sell-side financial due diligence engagements for private equity and corporate clients. As a Senior Associate, you will oversee portions of engagements, supervise and develop Associates, and play a key part in delivering high-quality analyses and insights that help clients make informed investment decisions. The position offers a dynamic and flexible work environment with exposure to a wide variety of industries and transaction types. You’ll build deep financial acumen, develop project leadership skills, and contribute to the continued growth of KSM’s TAS practice. - Lead day-to-day execution of financial due diligence engagements, managing workflow and ensuring deliverables meet client expectations. - Review and analyze target company financial statements, quality of earnings, working capital, and key business drivers. - Identify and evaluate deal issues, business risks, and opportunities that may affect valuation or transaction structure. - Prepare and review databooks, analyses, and diligence reports; ensure findings are supported, clearly communicated, and aligned with the client’s investment thesis. - Lead management meetings with target company executives; summarize key findings and follow-up actions. - Supervise and coach Associates, providing detailed feedback and fostering their technical and professional development. - Communicate effectively with clients, investors, and internal stakeholders, demonstrating professionalism and sound judgment. - Apply a growing understanding of GAAP and industry-specific accounting to identify relevant adjustments and trends. - Contribute to engagement planning, including scoping, data request lists, and project timelines. - Participate in practice development initiatives, including recruiting, training, and process improvement projects. Qualifications - Bachelor’s degree in Accounting or Finance. - 2–5 years of relevant experience, preferably within Transaction Advisory, Audit, or a related finance role. - CPA, CFA, or progress toward certification preferred. - Strong understanding of U.S. GAAP and the M&A process. - Proficiency in Excel, including complex modeling, databook design, and financial analytics. - Excellent written and verbal communication skills, including the ability to synthesize complex findings clearly. - Strong project management and leadership skills; proven ability to manage multiple projects and teams. - Highly analytical, detail-oriented, and comfortable in a fast-paced, deadline-driven environment. - Ability to interact professionally with clients and colleagues at all levels, exercising discretion and judgment. Company Description We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you. At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.