Senior Associate, Transaction Advisory - SALT M&A

Forvis Mazars US; Houston (TX); On-site; USD 99,900 - 166,500; Full time

Benefits offered by this job

Group health plan benefits

401(K) profit-sharing contributions

Flexible time off

Parental leave

Job summary

Forvis Mazars US in Houston seeks a Transaction Services advisor to enhance state and local tax opportunities for clients. You will analyze mergers and acquisitions-related tax risks, prepare detailed reports, and partner with various stakeholders to deliver high-quality work. A Bachelor's degree in Accounting or Finance and two years of experience in state and local tax are required. CPA certification is preferred. Total compensation includes salary and benefits, promoting a supportive work culture.

Qualifications

• Two years of relevant work experience in state and local tax.
• Experience with corporate and flow-through concepts.
• Ability to develop relationships with team members and clients.

Responsibilities

• Advise clients on enhancing state and local tax opportunities.
• Analyze state and local tax risks of target companies.
• Prepare reports on tax due diligence findings.
• Identify issues affecting purchase price or deal structure.
• Support multiple concurrent engagements.
• Partner with cross-functional teams to deliver solutions.

Skills

Analytical skills

Project management

Communication

Microsoft Excel

Microsoft PowerPoint

Education

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

Job description

Our Transaction Services team is led by a talented group of experienced transaction advisors who appreciate people and their unique motivations. 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.

What You Will Do

• Advise clients on enhancing state and local tax opportunities and managing state and local tax risk associated with mergers and acquisitions, including post‑acquisition actions
• Analyze state and local tax risks of target companies using tax returns, accounting information, and interviews with management
• Prepare reports correlating state and local tax due diligence and tax structuring findings
• Identify issues affecting purchase price, deal structure, or deal termination
• Work closely with executives, investment bankers, private equity and corporate clients, attorneys, or other stakeholders
• Support multiple concurrent engagements, ensuring timely delivery of high‑quality work across diverse industries and deal sizes
• Partner with cross‑functional teams to consistently exceed client expectations and deliver value‑added solutions

Minimum Qualifications

• Bachelor's Degree in Accounting, Finance, or a related field
• Two (2) years of relevant work experience in state and local tax with a large public accounting or consulting firm
• 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
• Strong current knowledge in state and local income, franchise and indirect tax

Preferred Qualifications

• Experience in Transaction Services / M&A Tax
• Current and active CPA (Certified Public Accountant) license, or a JD/LLM degree

Compensation

Salary range for the New York market: $99,900 – $166,500. Salary range for the Illinois market: $91,600 – $152,600. Total compensation includes salary, group health plan benefits, 401(K), profit‑sharing contributions, flexible time off, and parental leave.

Equal Employment Opportunity

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.