Director, M&A Tax

Forvis Mazars US; Charlotte (NC); In loco; USD 180.000 - 260.000; Tempo pieno

Descrizione del lavoro

Forvis Mazars, LLP is seeking a Director to join our Federal Tax Specialty with a focus on partnership transactions and related federal income tax matters. The role emphasizes leading transaction structuring, advising on complex issues, and growing client relationships across a national practice.

The candidate will oversee teams, manage engagement economics, and contribute to the growth of our Tax M&A platform, delivering value-driven planning and proactive risk management for private equity

Competenze

• 8–12+ years of progressive tax experience with significant M&A exposure.
• Strong background in partnership and pass-through taxation.
• Experience leading teams and client engagements.
• Experience advising private equity funds and portfolio companies is preferred.

Mansioni

• Lead partnership transaction structuring and modeling.
• Manage analyses of basis step-ups, 704 allocations, and related issues.
• Deliver post-close planning and transitional services.
• Analyze complex federal tax issues for partnerships and pass-through entities.
• Oversee multi-disciplinary teams across transactions.
• Advise senior client stakeholders with risk-balanced recommendations.
• Own engagement economics: scope, staffing, budgets, billing, collections.
• Coach and develop teams with emphasis on technical excellence and communication.
• Build and deepen client relationships and support business development.
• Contribute to thought leadership and market-facing content.

Conoscenze

M&A tax

Partnership tax

Team leadership

Client relationships

Formazione

Bachelor’s degree in related field

CPA or Bar admission

Descrizione del lavoro

Description & Requirements

The Federal Tax Specialty brings a forward-thinking approach to strategic tax advisory, offering tailored solutions that go far beyond compliance. With deep expertise in federal tax law, they deliver value-driven planning, proactive risk management, and innovative strategies aligned with each client's objectives. Their multidisciplinary approach empowers businesses to optimize tax positions, manage costs effectively, and capitalize on growth opportunities.

Requirements

We are seeking a Director to join our Tax M&A practice with a primary focus on partnership transactions and related federal income tax matters. The ideal candidate brings deep experience advising private equity funds, portfolio companies, and other pass-through structures across the transaction lifecycle, paired with strong technical judgment, commercial instincts, and the ability to help grow client relationships and a national practice.

In this role, you will serve as a trusted advisor on high-profile transactions involving partnerships and other pass-through entities, lead and develop teams, and shape practical solutions on structuring, modeling, and technical issues while contributing to the continued growth of our Tax M&A platform.

What You Will Do

• Lead partnership transaction structuring and modeling, including analyses of basis step-ups
• 704 allocations, disguised sale considerations, debt allocations, and related transactional issues
• Deliver post close planning and transitional services
• Analyze complex federal tax issues affecting partnerships and other pass-through entities and document conclusions in clear deliverables
• Oversee multi disciplinary teams across multiple transactions to deliver high quality, timely, practical work
• Advise senior client stakeholders on partnership-driven transaction issues with commercially focused, risk-balanced recommendations
• Own engagement economics, including scope, staffing, budgets, billing, and collections
• Coach and develop high performing teams, emphasizing technical excellence, project management, and executive level communication
• Build and deepen client relationships, support business development and proposal efforts
• Contribute to practice growth and thought leadership (articles, alerts, webinars, conferences, and other market facing content)

Minimum Qualifications

• Bachelor’s degree in related field
• 8–12+ years of progressive tax experience with significant M&A exposure and substantial partnership tax experience (Big Four or large regional preferred)
• CPA or active Bar admission
• Strong background in partnership and pass-through taxation in transactional settings; experience with C-corporations and consolidated groups is helpful but not primary
• Excellent tax research, technical writing, and issue spotting skills
• 5+ years of leadership experience managing teams and client engagements

Preferred Qualifications

• Bachelor’s degree in Accounting
• Master’s in Taxation; JD may substitute for undergraduate and master’s degrees

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. Know Your Rights

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