Director, M&A Tax

Forvis Mazars•Atlanta, GA

5d•Hybrid

About The Position

The Federal Tax Specialty brings a forward-thinking approach to strategic tax advisory, offering tailored solutions that go far beyond compliance. With deep expertise in federal tax law, they deliver value-driven planning, proactive risk management, and innovative strategies aligned with each client's objectives. Their multidisciplinary approach empowers businesses to optimize tax positions, manage costs effectively, and capitalize on growth opportunities. We are seeking a Director to join our Tax M&A practice with a primary focus on partnership transactions and related federal income tax matters. The ideal candidate brings deep experience advising private equity funds, portfolio companies, and other pass-through structures across the transaction lifecycle, paired with strong technical judgment, commercial instincts, and the ability to help grow client relationships and a national practice. In this role, you will serve as a trusted advisor on high-profile transactions involving partnerships and other pass-through entities, lead and develop teams, and shape practical solutions on structuring, modeling, and technical issues while contributing to the continued growth of our Tax M&A platform.

Requirements

Bachelor’s degree in related field
8–12+ years of progressive tax experience with significant M&A exposure and substantial partnership tax experience (Big Four or large regional preferred)
CPA or active Bar admission
Strong background in partnership and pass-through taxation in transactional settings; experience with C-corporations and consolidated groups is helpful but not primary
Excellent tax research, technical writing, and issue spotting skills
5+ years of leadership experience managing teams and client engagements

Nice To Haves

Bachelor’s degree in Accounting
Master’s in Taxation; JD may substitute for undergraduate and master’s degrees

Responsibilities

Lead partnership transaction structuring and modeling, including analyses of basis step-ups, §704 allocations, disguised sale considerations, debt allocations, and related transactional issues
Deliver post close planning and transitional services
Analyze complex federal tax issues affecting partnerships and other pass-through entities and document conclusions in clear deliverables
Oversee multi disciplinary teams across multiple transactions to deliver high quality, timely, practical work
Advise senior client stakeholders on partnership-driven transaction issues with commercially focused, risk-balanced recommendations
Own engagement economics, including scope, staffing, budgets, billing, and collections
Coach and develop high performing teams, emphasizing technical excellence, project management, and executive level communication
Build and deepen client relationships, support business development and proposal efforts
Contribute to practice growth and thought leadership (articles, alerts, webinars, conferences, and other market facing content)