Partnership Tax M&A MD: Growth & Strategy

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

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.