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Transaction Services
4 months ago
Transaction Services (M&A) Tax | State and Local Director
Location: Tysons, VA, USA
Apply
Company Profile:
At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.
Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.
About FORVIS
FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com
Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. 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, or other protected classifications.
It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
* FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
* FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
* Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.
Requisition Number: 2228769
Position Title:
External Description: Description & Requirements
At FORVIS, our Transaction Services team is led by a talented team 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 are seeking variety, we would love to talk to you
In this position, you will develop expertise, expand your knowledge and build collaborative relationships within the practice and with clients. Further, you will have meaningful support from firm leadership for substantial professional development and perform due diligence while living inside or outside of traditional major markets.
The Transaction Services leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you're interested in learning how we can support your professional and personal goals.
How you will contribute:
* Advising clients on enhancing state and local tax opportunities and managing state and local tax risk associated with mergers and acquisitions, including post-acquisition actions
* Analyzing state and local tax risks of target companies using tax returns, accounting information, and interviews with management
* Preparing and reviewing reports correlating state and local tax due diligence and tax structuring findings.
* Identifying issues affecting purchase price, deal structure, or deal termination
* Working closely with executives, investment bankers, private equity and corporate clients, attorneys, or other stakeholders
* Leading, supervising, recruiting, and training team members providing state and local transaction services to clients
* Managing multiple concurrent engagements
* Working alongside other FORVIS team members to exceed client expectations
We are looking for people who have Forward Vision and:
* 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 and lead team members
* Willingness and ability to travel
Minimum Qualifications:
* Bachelor's degree in Accounting from an accredited college/university or CPA eligible; licensed CPA is preferred
* Nine (9) years or more of state and local tax experience with a large public accounting or consulting firm with at least two (2) years or more of experience in Transaction Services / M&A Tax
* Strong current knowledge in state and local income, franchise and indirect tax, mergers, and acquisitions, and transaction services
* Proficiency with Microsoft Office, primarily Excel, and PowerPoint
#LI-CHI #LI-KCMO #LI-STL #LI-DFW #LI-JT1 #LI-CLTU #LI-CLTSP #LI-TYS #LI-ATL #LI-HOU #LI-NASH #LI-AUS #LI-KCMO #LI-TB #LI-REMOTE
#LI-JT1
Colorado's Equal Pay for Equal Work Act (SB 19-085)
Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. FORVIS reserves the right to make changes to the salary range based on business needs.
Colorado Salary Range:
CO Minimum Salary (USD)
$ 145,000
CO Maximum Salary (USD)
$ 225,000
New York City Pay Transparency
Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. FORVIS reserves the right to make changes to the salary range based on business needs.
New York Salary Range:
NY Minimum Salary (USD)
$ 181,400
NY Maximum Salary (USD)
$ 290,000
California Pay Transparency
Pursuant to the pay transparency laws of California, the salary range displayed is for the California market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. FORVIS reserves the right to make changes to the salary range based on business needs.
California Salary Range:
CA Minimum Salary (USD)
$ 164,000
CA Maximum Salary (USD)
$ 290,000
Close Date: 06/24/2024
City: Tysons
State: Virginia
Community / Marketing Title: Transaction Services (M&A) Tax | State and Local Director
Location_formattedLocationLong: Tysons, Virginia US
CountryEEOText_Description:
At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.
Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.
About FORVIS
FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.
FORVIS, LLP is an equal opportunity/affirmative action employer. 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.
It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
* FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
* FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
* Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.
