Senior Associate Transaction Advisory (M&A) Tax | Federal

Forvis Mazars, LLP; United States; Remote; USD 65,000 - 137,000; Full time

Job summary

Join a forward-thinking firm dedicated to professional development and collaborative teamwork. As a Senior Associate in Transaction Advisory, you'll engage in critical tax due diligence for private equity and corporate clients, analyzing tax risks and recommending strategies to optimize tax efficiency. This role offers a dynamic environment where your analytical skills will shine, and your contributions will directly impact client success. With a focus on training and support, you'll thrive in a culture that values your growth and potential. Explore this exciting opportunity to advance your career in a respected industry leader.

Benefits

Flexible Time Off

401(K) Plan

Profit-Sharing Contributions

Group Health Plan Benefits

Parental Leave

Qualifications

• Two years of experience in corporate or partnership tax or M&A transaction tax.
• Strong knowledge of U.S. federal income tax, mergers, and acquisitions.

Responsibilities

• Performing buy-side and sell-side tax due diligence for clients.
• Analyzing tax risks and preparing reports correlating findings.

Skills

Analytical Skills

Project Management

Communication Skills

Microsoft Excel

Microsoft PowerPoint

Education

Bachelor's degree in Accounting

JD or Master's degree in Taxation

Tools

Microsoft Office

Job description

General information

Name

Consulting - Transaction Advisory - Senior Associate Transaction Advisory (M&A) Tax - Federal

Posting Title

Senior Associate Transaction Advisory (M&A) Tax | Federal

Ref #

2234472

Date Published

Friday, January 24, 2025

Close Date

04/24/2025

Job Category

Transaction Advisory

Office

Transaction Advisory (Forvis)

Advertised Location

US-Remote

Working time

Full Time

Description & Requirements

At Forvis Mazars, our Transaction Advisory team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced environment and seek variety, we would love to talk to you!

In this position, you will develop expertise, expand your knowledge and build collaborative relationships within the practice and with clients. Further, you will have meaningful support from firm leadership for substantial professional development and perform federal tax due diligence while living inside or outside of traditional major markets.

The Transaction Advisory leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you are interested in learning how we can support your professional and personal goals.

How you will contribute:

• Performing buy-side and sell-side tax due diligence for private equity groups and corporate clients
• Analyzing tax risks of target companies using tax returns, accounting information, and interviews with management
• Preparing and analyzing reports correlating tax diligence and tax structuring findings with client valuations
• Identifying issues affecting purchase price, deal structure, or deal termination
• Reading and advising clients with respect to purchasing agreements
• Recommending post-acquisition actions to achieve tax efficiency and minimize tax risks
• Working closely with executives, investment bankers, private equity and corporate clients, attorneys, or other stakeholders
• Working alongside other Forvis Mazars team members to exceed client expectations

We are looking for people who have Forward Vision and:

• Extensive analytical and project management skills, including the ability to meet deadlines in a fast-paced environment
• Experience with corporate and flow-through concepts
• Excellent written and verbal communication skills
• Ability to develop relationships with both team members and external clients
• Proficiency with Microsoft Office, primarily Excel and PowerPoint
• Willingness and ability to travel

Minimum Qualifications:

• Bachelor's degree in accounting from an accredited college/university, JD or master's degree in taxation preferred
• CPA license or admission to state bar preferred
• Two (2) plus years of experience in corporate or partnership tax or M&A transaction tax from a large public accounting or consulting firm
• Strong current knowledge of U.S. federal income tax, mergers, and acquisitions, and transaction services
• Current knowledge of state and local tax is a plus
• Recent experience with corporate and pass-through tax concepts
• Proficiency with Microsoft Office, primarily Excel and PowerPoint

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Colorado's Equal Pay for Equal Work Act (SB 19-085)

Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, 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.

Colorado Salary Range:

CO Minimum Salary (USD)

$ 65,000

CO Maximum Salary (USD)

$ 108,500

New York City Pay Transparency

Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, 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.

New York Salary Range:

NY Minimum Salary (USD)

$ 75,000

NY Maximum Salary (USD)

$ 137,000

California Pay Transparency

Pursuant to the pay transparency laws of California, the salary range displayed is for the California market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, 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.

California Salary Range:

CA Minimum Salary (USD)

$ 75,000

CA Maximum Salary (USD)

$ 137,000

Los Angeles County and City Fair Chance Ordinance

Los Angeles County and City Fair Chance Ordinance", Forvis Mazars will consider for employment all qualified applicants, including those with criminal histories and conviction records, in a manner consistent with the requirements of applicable state and local laws, including but not limited to the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the LA County Fair Chance Ordinance, and the California Fair Chance Act." Please see the City of Los Angeles Fair Chance Ordinance and the Los Angeles County Fair Chance Ordinance notice for more information.

Maryland Wage Transparency

Pursuant to Maryland's Wage Range Transparency Law, the salary range displayed is for the Maryland 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.

MD Minimum Salary (USD)

$ 65000

MD Maximum Salary (USD)

$ 108500

Illinois Wage Transparency

Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

IL Minimum Salary (USD)

$ 65000

IL Maximum Salary (USD)

$ 108500