Transaction Advisory

3 weeks ago

Chicago, United States FORVIS Full time
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. The Transaction Services leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply or submit your contact information below if you're interested in learning how we can support your professional and personal goals.

How you will contribute:
  • Advising clients on enhancing tax opportunities and managing risk associated with mergers and acquisitions
  • Analyzing tax risks of target companies using tax returns, accounting information, and interviews with management
  • Preparing and analyzing reports correlating tax diligence and tax structuring findings with client valuations
  • Identifying issues affecting purchase price, deal structure, or deal termination
  • Reading and advising clients with respect to purchasing agreements
  • Working closely with executives, investment bankers, private equity and corporate clients, attorneys, or other stakeholders
  • Working alongside other FORVIS team members to exceed client expectations
We are looking for people who have Forward Vision and:
  • Excellent written and verbal communication skills
  • Strong time management skills and ability to meet deadlines in a fast-paced environment
  • Proven ability to effectively supervise and coach team members
  • Willingness and ability to travel
Minimum Qualifications:
  • Bachelor's degree in accounting from an accredited college/university
  • CPA license or admission to state bar required
  • JD or master's degree in taxation preferred
  • A minimum of five (5) years of experience in corporate or partnership tax or transaction tax (M&A tax), including at least two (2) years of tax due diligence, from a large public accounting or consulting firm
  • Strong current knowledge of U.S. federal income tax, mergers, and acquisitions, and transaction services
  • Current knowledge of state and local taxes is a plus
  • Recent experience with corporate and pass-through tax concepts
  • Proficiency with Microsoft Office, primarily Excel, and PowerPoint

#LI-DEN, #LI-TPA, #LI-ATL, #LI-CHI, #LI-KCMO, #LI-STL, #LI-CLTU, #LI-NYC, #L-NASH, #LI-DFW, #LI-TYS

#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

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