Director, Tax M&A: Partnerships & Growth Strategy

Forvis Mazars US; Charlotte (NC); On-site; USD 180,000 - 350,000; Full time

Job summary

Forvis Mazars, LLP in the United States seeks a Director to lead its Tax M&A practice with a focus on partnership transactions and federal income tax matters. You will guide structuring, modeling, and advisory work, manage teams across transactions, and help grow client relationships nationwide.

The role emphasizes technical excellence, leadership, and delivering practical, business-focused tax solutions to private equity funds and portfolio companies.

Qualifications

• 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.

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

Tax research

Technical writing

Issue spotting

Leadership

Education

Bachelor's degree in related field

CPA or Bar admission

Job description

Forvis Mazars, LLP in the United States seeks a Director to lead its Tax M&A practice with a focus on partnership transactions and federal income tax matters. You will guide structuring, modeling, and advisory work, manage teams across transactions, and help grow client relationships nationwide.

The role emphasizes technical excellence, leadership, and delivering practical, business-focused tax solutions to private equity funds and portfolio companies.