Senior Associate, Transaction Advisory - SALT M&A - 2236722

Forvis Mazars, LLP; New York (NY); On-site; USD 99,900 - 166,500; Full time

Benefits offered by this job

Flexible time off

401(K) and profit-sharing contributions

Group health plan benefits

Parental leave

Job summary

Forvis Mazars, LLP in New York is seeking a Transaction Services Tax Advisor to join our dedicated team. The role requires advising clients on state and local tax strategies associated with mergers and acquisitions, analyzing tax risks, and preparing due diligence reports.

Candidates should have a Bachelor's Degree, two years of relevant experience, and proficiency in Microsoft Excel. The position offers a competitive salary ranging from $99,900 to $166,500, alongside a flexible work environment and comprehensive benefits.

Qualifications

• Two years relevant work experience in state and local tax.
• Extensive analytical skills and ability to meet deadlines.
• Proficiency in state and local tax concepts.

Responsibilities

• Advise clients on state and local tax opportunities.
• Analyze tax risks using financial data and interviews.
• Prepare reports on tax due diligence findings.
• Identify issues affecting deal structure or termination.
• Work with various stakeholders in multiple engagements.

Skills

Analytical skills

Project management skills

Communication skills

Relationship development

Microsoft Excel proficiency

Microsoft PowerPoint proficiency

Education

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

Job description

Description & Requirements

At Forvis Mazars, our Transaction Services team is led by a talented group 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!

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

Benefits & Pay

Forvis Mazars offers a robust total rewards program and flexible work environment. Salary for this role in the New York market ranges from $99,900 to $166,500. Salary for the Illinois market ranges from $91,600 to $152,600. Benefits include group health plan benefits, 401(K), profit‑sharing contributions, flexible time off, and parental leave.

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.