Managing Director, Tax Partnerships M&A
About The Position
The Federal Tax Specialty practice provides strategic tax advisory services beyond compliance, with expertise in federal tax law, value-driven planning, proactive risk management, and strategies tailored to client objectives. Its multidisciplinary approach helps businesses optimize tax positions, manage costs, and pursue growth opportunities. The Managing Director supports the national partnership practice’s strategy, service development, market growth, and client expansion. The role leads complex partnership tax engagements, advises executive teams and ownership groups on tax-efficient structuring and strategic transactions, and contributes to business development and the growth of a profitable book of business. It also provides executive oversight of large engagements, reviews technical work, establishes quality practices, and represents the firm through thought leadership and professional organizations. Forvis Mazars, LLP is an independent member of Forvis Mazars Global. The firm has more than 7,000 team members delivering assurance, tax, and consulting services across all 50 states and internationally. It describes a workplace focused on relationships, learning, and supporting employees to thrive.
Requirements
- Bachelor’s degree in Accounting, Taxation, Finance, or a related field.
- Current and valid CPA license, JD and/or LL.M. in Taxation.
- 10+ years of progressive tax experience with significant emphasis on partnership taxation.
- Demonstrated experience serving complex partnership structures, including private equity, real estate, and investment partnerships.
- Proven ability to develop and manage a substantial book of business.
- Experience managing large client engagements and cross-functional teams.
- Strong technical research, writing, presentation, and executive communication skills.
- Proficiency with Microsoft Office Suite and tax technology platforms.
Nice To Haves
- Master’s degree in Taxation, Accounting, Law, or a related field.
- Experience with a national or Big Four accounting firm.
- Advanced knowledge of partnership tax software and tax automation technologies.
- Established reputation as a thought leader in partnership taxation.
- Experience mentoring and leading multi-office teams.
Responsibilities
- Support the national partnership practice strategy, including service development, market growth, and client expansion initiatives.
- Develop and execute growth plans aligned with the firm’s strategic objectives.
- Identify emerging partnership tax issues, legislative developments, and planning opportunities that strengthen the firm’s market position.
- Collaborate with tax specialty groups to deliver integrated federal, state, international, transaction, and advisory solutions.
- Serve as lead advisor on complex partnership tax matters, including Subchapter K planning, Section 704 allocations, Section 704(c) methodologies, basis and capital account calculations, Section 754 elections, partnership mergers, divisions and restructurings, carried interest, private equity matters, real estate partnership taxation, and transaction planning.
- Provide executive oversight for large and complex client engagements.
- Review technical analyses, memoranda, tax opinions, and client deliverables for accuracy and quality.
- Advise executive management teams and ownership groups on tax-efficient structuring and strategic transactions.
- Ensure compliance with professional standards, firm policies, and regulatory requirements.
- Drive new business through networking, thought leadership, and market visibility.
- Develop and manage a profitable book of business consistent with firm growth expectations.
- Identify cross-selling opportunities across firm service lines.
- Participate in proposal development, client presentations, and strategic pursuits.
- Monitor project timelines, budgets, and client satisfaction.
- Establish best practices, methodologies, and quality-control procedures.
- Leverage technology and process improvements to enhance efficiency and client service.
- Represent the firm through publications, webinars, conferences, and industry events.
- Author technical content and provide internal training to enhance firm-wide expertise.
- Maintain an active presence in professional organizations and industry associations.
Benefits
- Group health plan benefits, based on eligibility.
- 401(k), based on eligibility.
- Profit-sharing contributions, based on eligibility.
- Flexible time off.
- Parental leave.
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What This Job Offers
Job Type
Full-time
Career Level
Director
