Managing Director, Tax Partnerships M&A

Forvis-Mazars; Tysons (VA); On-site; USD 180,000 - 250,000; Full time

Job summary

Forvis Mazars, LLP's Federal Tax Specialty practice seeks an experienced leader to guide partnership tax strategy and client service. You will oversee complex engagements, advance Subchapter K planning, and collaborate across national groups to deliver integrated tax solutions.

You will develop growth plans, mentor multi-office teams, and drive cross-selling while maintaining high technical standards and executive communication with clients and leadership.

Qualifications

• 10+ years of progressive tax experience with significant emphasis on partnership taxation.
• CPA license, JD and/or LL.M. in Taxation.
• Experience serving complex partnership structures (private equity, real estate, investment partnerships).
• Strong technical research, writing, presentation, and executive communication skills.

Responsibilities

• Support the national partnership practice strategy, including service development, market growth, and client expansion initiatives.
• Develop and execute growth plans aligned with the firm's strategic objectives.
• Identify emerging partnership tax issues, legislative developments, and planning opportunities.
• Collaborate with tax specialty groups to deliver integrated federal, state, international, transaction, and advisory solutions.
• Serve as the lead advisor on complex partnership tax matters, including Subchapter K planning, Section 704 allocations, and 754 elections.
• Provide executive oversight for large and complex client engagements.
• Review technical analyses, memoranda, tax opinions, and client deliverables for accuracy and quality.
• Advise executive management on tax-efficient structuring and strategic transactions.
• Ensure compliance with professional standards, firm policies, and regulatory requirements.
• Drive new business through networking, thought leadership, and market visibility.
• Develop and manage a profitable book of business consistent with firm growth expectations.
• Identify cross-selling opportunities across firm service lines.
• Participate in proposal development, client presentations, and strategic pursuits.
• Monitor timelines, budgets, and client satisfaction.
• Establish best practices, methodologies, and quality-control procedures.
• Leverage technology and process improvements to enhance efficiency and client service.
• Represent the firm through publications, webinars, conferences, and industry events.
• Author technical content and provide internal training to enhance firm-wide expertise.

Skills

Executive communication

Business development

Leadership

Education

Bachelor's degree in Accounting/Taxation/Finance

Master's degree in Taxation/Accounting/Law

Tools

Microsoft Office Suite

Tax technology platforms

Job description

The Federal Tax Specialty practice 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.

What You Will Do:

• Support the national partnership practice strategy, including service development, market growth, and client expansion initiatives.
• Develop and execute growth plans aligned with the firm's strategic objectives.
• Identify emerging partnership tax issues, legislative developments, and planning opportunities that strengthen the firm's market position.
• Collaborate with tax specialty groups to deliver integrated federal, state, international, transaction, and advisory solutions.
• Serve as the lead advisor on complex partnership tax matters, including Subchapter K planning, Section 704 allocations, Section 704(c) methodologies, basis and capital account calculations, Section 754 elections, partnership mergers, divisions and restructurings, carried interest, private equity matters, real estate partnership taxation, and transaction planning.
• Provide executive oversight for large and complex client engagements.
• Review technical analyses, memoranda, tax opinions, and client deliverables for accuracy and quality.
• Advise executive management teams and ownership groups on tax-efficient structuring and strategic transactions.
• Ensure compliance with professional standards, firm policies, and regulatory requirements.
• Drive new business through networking, thought leadership, and market visibility.
• Develop and manage a profitable book of business consistent with firm growth expectations.
• Identify cross-selling opportunities across firm service lines.
• Participate in proposal development, client presentations, and strategic pursuits.
• Monitor project timelines, budgets, and client satisfaction.
• Establish best practices, methodologies, and quality-control procedures.
• Leverage technology and process improvements to enhance efficiency and client service.
• Represent the firm through publications, webinars, conferences, and industry events.
• Author technical content and provide internal training to enhance firm-wide expertise.
• Maintain an active presence in professional organizations and industry associations.

Minimum Qualifications:

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• Current and valid CPA license, JD and/or LL.M. in Taxation.
• 10+ years of progressive tax experience with significant emphasis on partnership taxation.
• Demonstrated experience serving complex partnership structures, including private equity, real estate, and investment partnerships.
• Proven ability to develop and manage a substantial book of business.
• Experience managing large client engagements and cross-functional teams.
• Strong technical research, writing, presentation, and executive communication skills.
• Proficiency with Microsoft Office Suite and tax technology platforms.

Preferred Qualifications:

• Master's degree in Taxation, Accounting, Law, or a related field.
• Experience with a national or Big Four accounting firm.
• Advanced knowledge of partnership tax software and tax automation technologies.
• Established reputation as a thought leader in partnership taxation.
• Experience mentoring and leading multi-office teams.

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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.

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Forvis Mazars, LLP expressly reserves the right not to accept any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

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Virginia Wage Transparency

Pursuant to Virginia's Equal Pay Law, the salary range displayed is for the Virginia market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.