Transaction Advisory
3 weeks ago
Requisition Number**2232277**
**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 seek 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.- **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
- Proficiency with Microsoft Office, primarily Excel and PowerPoint
- Willingness and ability to travel
**Minimum Qualifications**:
- Bachelor's degree in Accounting from an accredited college/university or CPA eligible; licensed CPA is preferred
- Five (5) 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
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)
- $ 80,000
- CO Maximum Salary (USD)
- $ 140,000
- **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)
- $ 92,100
- NY Maximum Salary (USD)
- $ 192,000
- **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)
- $ 92,100
- CA Maximum Salary (USD)
- $ 196,000
- **Close Date**: 07/09/2024At 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
-
Transaction Advisory
4 days ago
Chicago, Illinois, United States FORVIS Full timeGeneral informationNameConsulting - Deal Advisory - Manager - Transaction Advisory (M&A) Tax - State & LocalPosting TitleTransaction Advisory (M&A) Tax | State and Local ManagerRef #2232277Date PublishedWednesday, April 10, 2024Close Date07/09/2024CityChicagoStateIllinoisCountryUnited StatesJob CategoryTransaction...
-
Director of Transaction Advisory Services
1 month ago
Chicago, United States ONWARD Full timeJob DescriptionJob DescriptionDirector of Transaction AdvisoryONWARD Headhunting is partnering with a client in Chicago, IL, in its search for a seasoned Director of Transaction Advisory. This leadership position plays a crucial role in steering the firm's transaction advisory services towards sustained growth and success. The Director will be...
-
Transaction Advisory Services
1 month ago
Chicago, United States Hire Resolve Full timeJob DescriptionJob DescriptionHire Resolve's client is seeking a talented individual for the position of Transaction Advisory Services Manager in our client's reputable firm. As a Manager in our Transaction Advisory Services team, you will work closely with clients to provide strategic financial advice and support throughout the transaction...
-
Transaction Advisory Services
4 days ago
Chicago, United States CohnReznick Full timeOpportunity ID 7284 Department(s) Advisory Location(s) Chicago Function Transaction and Valuation Advisory Job description Transactional Advisory Services - Senior Associate As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and...
-
Manager, Transaction Advisory
1 week ago
Chicago, United States Andersen Tax Full timeManager, Transaction Advisory / Financial Due Diligence ID 2024-6328 Job Locations US-IL-Chicago The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a t Financial, Manager, Advisor, Transaction, Accounting, Banking
-
Vice President, Transaction Advisory Services
19 hours ago
Chicago, IL, United States Kroll Full timeJob Description Our Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing. Day-to-day responsibilities: Managing buy-side and sell-side financial due diligence engagements for private equity, lender, and corporate clients Examining historical trends and...
-
Managing Director, Transaction Advisory Services
2 months ago
Chicago, Illinois, United States Portage Point Partners Full timePortage Point Partners is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational and financial perspectives to middle market...
-
Transaction Advisory
5 days ago
Chicago, United States CPS Full timeTop-10 CPA firm looking for experienced professionals in their M&A Tax Advisory Practice. You will be an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy. Our M&A Tax (TAS) practice services include deal...
-
Operational Due Diligence
4 days ago
Chicago, United States Crowe Full timeDescription : Our purpose is to uphold our core values: Care, Trust, Courage, and Stewardship in Shaping Your Better Tomorrow. Together. Today. It’s the standard we live by and reflects what we hold important as both a firm and as individuals. We are driven by passion, deep understanding, and integrity. We work together as a team to serve the needs...
-
Manager, Transaction Advisory
4 days ago
Chicago, United States Andersen Tax Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...
-
Chicago, United States Palm Tree Full timeJob DescriptionJob DescriptionSenior Analyst, Transaction Advisory ServicesAbout Palm Tree:Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture. Founded in 2010, Palm Tree is the modern M&A advisor. We are the single source for integrated investment banking and financial...
-
Chicago, United States Palm Tree LLC Full timeSenior Analyst, Transaction Advisory Services About Palm Tree: Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture. Founded in 2010, Palm Tree is the modern M&A advisor. We are the single source for integrated investment banking and financial consulting services that...
-
Chicago, United States Palm Tree LLC Full timeSenior Analyst, Transaction Advisory Services About Palm Tree: Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture. Founded in 2010, Palm Tree is the modern M&A advisor. We are the single source for integrated investment banking and financial consulting services that...
-
Chicago, United States Palm Tree Full timeJob DescriptionJob DescriptionSenior Analyst, Transaction Advisory Services About Palm Tree:Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture. Founded in 2010, Palm Tree is the modern M&A advisor. We are the single source for integrated investment banking and financial...
-
Manager, Transaction Advisory Services
3 weeks ago
Chicago, IL, United States BDO International Full timeJob Summary:The Transaction Advisory Services Manager is responsible for managing financial, accounting and operational due diligence engagements.Job Duties:Plans and oversees the due diligence process, and applies knowledge and application of BDO standards to ensure effective and efficient delivery of quality services and productsAnalyzes financial and...
-
Associate, Transaction Advisory Services
3 days ago
Chicago, United States Palm Tree Full timeJob DescriptionJob DescriptionAssociate, Transaction Advisory ServicesAbout Palm Tree:Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture. Founded in 2010, Palm Tree is the modern M&A advisor. We are the single source for integrated investment banking and financial...
-
Chicago, United States Palm Tree LLC Full timeSenior Analyst, Transaction Advisory Services About Palm Tree: Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture. Founded in 2010, Palm Tree is the modern M&A advisor. We are the single source for integrated investment banking and financial consulting services that...
-
Chicago, United States Palm Tree LLC Full timeSenior Analyst, Transaction Advisory Services About Palm Tree: Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture. Founded in 2010, Palm Tree is the modern M&A advisor. We are the single source for integrated investment banking and financial consulting services that...
-
Manager, Transaction Advisory
4 days ago
Chicago, United States Andersen Tax LLC Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations....
-
Chicago, United States Palm Tree Full timeJob DescriptionJob DescriptionSenior Analyst, Transaction Advisory Services About Palm Tree:Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture. Founded in 2010, Palm Tree is the modern M&A advisor. We are the single source for integrated investment banking and financial...
