M&A Tax Due Diligence Associate

Forvis Mazars, LLP; Charlotte (NC); On-site; USD 91,600 - 166,500; Full time

Benefits offered by this job

Flexible work environment

Total rewards program

Professional development opportunities

Job summary

Forvis Mazars, LLP in Charlotte, North Carolina is seeking a Transaction Services Advisor to join their team. The role involves advising clients on state and local tax opportunities and managing risks in mergers and acquisitions. Candidates must have a Bachelor's degree in Accounting or Finance, with at least two years of relevant experience, including strong analytical and project management skills. The firm offers a supportive environment dedicated to professional growth and client satisfaction.

Qualifications

• Two years of relevant work experience in state and local tax.
• Experience with corporate and flow-through concepts.
• Strong current knowledge in state and local income, franchise and indirect tax.

Responsibilities

• Advise clients on state and local tax opportunities and risks.
• Analyze tax risks of target companies using financial data.
• Prepare reports on tax due diligence findings.
• Identify issues affecting purchase price or deal structure.
• Work closely with executives, investment bankers, and attorneys.
• Support multiple engagements ensuring timely delivery of work.

Skills

Analytical skills

Project management skills

Communication skills

Microsoft Excel proficiency

Tax knowledge

Education

Bachelor’s Degree in Accounting, Finance, or related field

Tools

Microsoft Office

Job description

Forvis Mazars, LLP in Charlotte, North Carolina is seeking a Transaction Services Advisor to join their team. The role involves advising clients on state and local tax opportunities and managing risks in mergers and acquisitions. Candidates must have a Bachelor's degree in Accounting or Finance, with at least two years of relevant experience, including strong analytical and project management skills. The firm offers a supportive environment dedicated to professional growth and client satisfaction.