Director, Tax M&A — Partnership Transactions Lead

Forvis Mazars US; Chicago (IL); On-site; USD 190,000 - 431,000; Full time

Job summary

Forvis Mazars US is seeking a Director for our Tax M&A practice, focused on partnership transactions and federal income tax matters. You will lead structuring, modeling, and advisory work for private equity funds, portfolio companies, and other pass-through entities across the transaction lifecycle.

You will manage teams, shape practical solutions, grow client relationships, and contribute to thought leadership through articles and webinars.

Qualifications

• 8-12+ years of progressive tax experience with significant M&A exposure and substantial partnership tax experience.
• CPA or active Bar admission.
• Strong background in partnership taxation; pass-through taxation experience.
• Excellent tax research, technical writing, and issue spotting skills.
• 5+ years of leadership experience managing teams and client engagements.

Responsibilities

• 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).

Skills

M&A tax

Partnership tax

Leadership

Client relations

Tax research

Project management

Education

Bachelor's degree

Master's in Taxation

CPA or Bar admission

Job description

Forvis Mazars US is seeking a Director for our Tax M&A practice, focused on partnership transactions and federal income tax matters. You will lead structuring, modeling, and advisory work for private equity funds, portfolio companies, and other pass-through entities across the transaction lifecycle.

You will manage teams, shape practical solutions, grow client relationships, and contribute to thought leadership through articles and webinars.