Director, Tax M&A (Partnerships) – Strategy & Growth

Forvis Mazars US; Chicago (IL); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Flexible work environment

Total rewards program

Job summary

Forvis Mazars US in Chicago seeks a Director to lead the Tax M&A practice focusing on partnership transactions and federal income tax matters. You will advise PE funds and portfolio companies, guide deal structuring, and supervise multi-disciplinary teams across transactions.

You will own engagement economics, mentor staff, develop client relationships, and contribute to growth through thought leadership, market-facing content, and collaboration with partners across our national platform.

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

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

Partnership tax

M&A tax

Leadership

Client management

Tax research

Education

Bachelor’s degree in Accounting

Master’s in Taxation

JD may substitute for degrees

Job description

Forvis Mazars US in Chicago seeks a Director to lead the Tax M&A practice focusing on partnership transactions and federal income tax matters. You will advise PE funds and portfolio companies, guide deal structuring, and supervise multi-disciplinary teams across transactions.

You will own engagement economics, mentor staff, develop client relationships, and contribute to growth through thought leadership, market-facing content, and collaboration with partners across our national platform.