Senior Associate, Transaction Advisory - SALT M&A
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 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. The firm also describes meaningful leadership support for professional development and a supportive, respectful team environment.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field, or a JD.
- At least two years of relevant state and local tax work 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 deliver high-quality work on time across diverse industries and deal sizes.
- Partner with cross-functional teams to exceed client expectations and deliver value-added solutions.
Benefits
- Group health plan benefits
- 401(k)
- Profit-sharing contributions
- Flexible time off
- Parental leave
- Bonuses may be available depending on eligibility
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
