Senior Associate, Transaction Advisory - SALT M&A

Forvis Mazars US; New York (NY); 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 New York is looking for a Transaction Services advisor with expertise in state and local tax. The role involves advising clients on tax opportunities, analyzing tax risks, and preparing comprehensive reports. The ideal candidate will have a Bachelor's degree in Accounting or Finance and two years of relevant experience. Strong analytical skills and the ability to manage projects in a fast-paced setting are essential. This position offers a competitive salary range of $99,900 to $166,500, along with comprehensive benefits.

Qualifications

• 2 years of experience in state and local tax with public accounting or consulting.
• Strong knowledge of state and local income, franchise, and indirect tax.
• Ability to meet deadlines in a fast-paced environment.

Responsibilities

• Advise clients on state and local tax opportunities.
• Analyze tax risks of target companies.
• Prepare reports on tax due diligence findings.
• Identify issues affecting purchase price or deal structure.
• Support multiple engagements in diverse industries.

Skills

Analytical skills

Project management

Communication skills

Relationship building

Microsoft Excel

Microsoft PowerPoint

Knowledge in state and local tax

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.