Senior Associate, Transaction Advisory

Forvis Mazars•Charlotte, NC

3d•$91,600 - $166,500

About The Position

Forvis Mazars’ Transaction Advisory team provides buy-side and sell-side due diligence, tax due diligence, and transaction structuring services to private equity groups and corporations navigating business acquisitions and sales. The team uses middle-market expertise and national resources to help clients uncover opportunities, assess risks, and identify areas for improvement. In this role, you will perform state and local tax due diligence, develop expertise, expand your knowledge, and build collaborative relationships within the practice and with clients. You will receive support from firm leadership for professional development and work in a supportive, respectful environment. The position involves advising clients on state and local tax opportunities and risks related to mergers and acquisitions, analyzing target companies, and preparing reports that inform transaction decisions.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field, or a JD.
Two years of relevant state and local tax experience 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 team members and external clients.
Proficiency with Microsoft Office, primarily Excel and PowerPoint.
Strong current knowledge of state and local income, franchise, and indirect tax.

Nice To Haves

Experience in Transaction Services or M&A Tax.
Current and active CPA license, or a JD/LLM degree.

Responsibilities

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