United States onlyGeneral information
Name Consulting - Transaction Advisory - Senior Associate Transaction Advisory (M&A) Tax - Federal Posting Title Senior Associate Transaction Advisory (M&A) Tax | Federal Ref # 2234472 Date Published Friday, January 24, 2025 Close Date 04/24/2025 Job Category Transaction Advisory Office Transaction Advisory (Forvis) Advertised Location US-Remote Working time Full TimeDescription & Requirements
At Forvis Mazars, our Transaction Advisory team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced environment and seek variety, we would love to talk to you!In this position, you will develop expertise, expand your knowledge and build collaborative relationships within the practice and with clients. Further, you will have meaningful support from firm leadership for substantial professional development and perform federal tax due diligence while living inside or outside of traditional major markets.
The Transaction Advisory leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you are interested in learning how we can support your professional and personal goals.
How you will contribute:
- Performing buy-side and sell-side tax due diligence for private equity groups and corporate clients
- Analyzing tax risks of target companies using tax returns, accounting information, and interviews with management
- Preparing and analyzing reports correlating tax diligence and tax structuring findings with client valuations
- Identifying issues affecting purchase price, deal structure, or deal termination
- Reading and advising clients with respect to purchasing agreements
- Recommending post-acquisition actions to achieve tax efficiency and minimize tax risks
- Working closely with executives, investment bankers, private equity and corporate clients, attorneys, or other stakeholders
- Working alongside other Forvis Mazars team members to exceed client expectations
We are looking for people who have Forward Vision and:
- Extensive analytical and project management skills, including the ability to meet deadlines in a fast-paced environment
- Experience with corporate and flow-through concepts
- Excellent written and verbal communication skills
- Ability to develop relationships with both team members and external clients
- Proficiency with Microsoft Office, primarily Excel and PowerPoint
- Willingness and ability to travel
Minimum Qualifications:
- Bachelor's degree in accounting from an accredited college/university, JD or master’s degree in taxation preferred
- CPA license or admission to state bar preferred
- Two (2) plus years of experience in corporate or partnership tax or M&A transaction tax from a large public accounting or consulting firm
- Strong current knowledge of U.S. federal income tax, mergers, and acquisitions, and transaction services
- Current knowledge of state and local tax is a plus
- Recent experience with corporate and pass-through tax concepts
- Proficiency with Microsoft Office, primarily Excel and PowerPoint
Colorado’s Equal Pay for Equal Work Act (SB 19-085)
Pursuant to Colorado’s Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.Colorado Salary Range: CO Minimum Salary (USD) $ 65,000 CO Maximum Salary (USD) $ 108,500
New York City Pay Transparency
Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.New York Salary Range: NY Minimum Salary (USD) $ 75,000 NY Maximum Salary (USD) $ 137,000
California Pay Transparency
Pursuant to the pay transparency laws of California, the salary range displayed is for the California market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.California Salary Range: CA Minimum Salary (USD) $ 75,000 CA Maximum Salary (USD) $ 137,000
