Transaction Services

4 weeks ago

Vienna, 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 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

  • Transaction Advisory Services Manager

    5 days ago

    Vienna, United States Baker Tilly US, LLP Full time

    Overview: Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a...

  • Patient Service Representative

    3 days ago

    Vienna, United States Allergy Partners Full time

    **POSITION**: Patient Services Representative **RESPONSIBLE TO**: Practice Manager **JOB SUMMARY**: With a customer service orientationregister patients, answer the telephone, prepare the office for the day, schedule patient appointments, collect payment at the time of service, and post charges and payments. Employee will balance all transactions daily...

  • Patient Service Representative

    1 week ago

    Vienna, United States Allergy Partners Full time

    Job DetailsJob Location84-00-Vienna - Vienna, VADescriptionPOSITION: Patient Services Representative RESPONSIBLE TO: Practice Manager JOB SUMMARY: With a customer service orientationregister patients, answer the telephone, prepare the office for the day, schedule patient appointments, collect payment at the time of service, and post charges and payments....

  • Senior Consultant

    1 day ago

    Vienna, United States FORVIS Full time

    Description & Requirements How you will contribute: Advising on large-scale accounting engagements and providing clients with support in understanding and implementing new or complex accounting standards, such as consolidation, acquisition accounting, fair value measurement, revenue recognition, and leasing Providing transaction-related accounting and...

  • Manager - Accounting Advisory Services

    2 weeks ago

    Vienna, United States FORVIS Full time

    Description & Requirements As an Accounting Advisory Services (AAS) Manager you will assist AAS team members in building our national Accounting Advisory Services practice. Primary areas of focus will include managing client projects and project resources, assisting with business development efforts, recruitment and development of team members, and...

  • Manager - Accounting Advisory Services

    1 day ago

    Vienna, United States FORVIS Full time

    Description & Requirements As an Accounting Advisory Services (AAS) Manager you will assist AAS team members in building our national Accounting Advisory Services practice. Primary areas of focus will include managing client projects and project resources, assisting with business development efforts, recruitment and development of team members, and...

  • Manager - Accounting Advisory Services

    6 hours ago

    Vienna, United States FORVIS Full time

    Description & Requirements As an Accounting Advisory Services (AAS) Manager you will assist AAS team members in building our national Accounting Advisory Services practice. Primary areas of focus will include managing client projects and project resources, assisting with business development efforts, recruitment and development of team members, and...

  • Regional Banker/teller

    1 day ago

    Vienna, United States PNC Financial Services Group Full time

    Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute...

  • Patient Services Representative

    1 week ago

    Vienna, United States PRISM Vision Group Full time

    **Position Description**: The Patient Service Representative (PSR) is a clinical operations care team member reporting to the Office Manager and/or Front Desk Supervisor. The position is responsible for providing the full scope of a) inbound and outbound access patient interactions & functions whether by telephone, internet or face: face, b) patient...

  • Customer Service Associate

    1 week ago

    Vienna, United States Rebel Full time

    Join the Rebel team for spontaneity and growth in your next role. Start your career with the Rebel family today! Why Join Our Team?Family owned and operated for over 30 years, we understand the service station business. We are community-centered, value-oriented, and steadfast in serving our customers. Join the Rebel Team today for spontaneity and growth in...

  • Service Desk Representative

    1 day ago

    Vienna, United States Kadiak, LLC Full time

    **Kadiak, LLC** **Job ID: 24200101** **Kadiak LLC,** a Koniag Government Services company, is seeking an experienced **Service Desk Representative **with a **Top-Secret Clearance **to support **Kadiak **and our government customer in Vienna, Virginia. 1st shift 6am -2:30pm We offer competitive compensation and an extraordinary benefits package including...

  • Customer Service Representative

    2 weeks ago

    Vienna, United States Penske Automotive Group Full time

    Job OverviewSummary/Objective The CSI/Customer Service Representative assists in the overall positive rating of our dealership's Customer Service Index by ensuring the highest level of satisfaction to customers. This position works with sales, service, production, and administrative departments to ensure overall customer satisfaction and increase sales....

  • Customer Service Representative

    2 days ago

    Vienna, United States Penske Automotive Group Full time

    Job OverviewSummary/Objective The CSI/Customer Service Representative assists in the overall positive rating of our dealership's Customer Service Index by ensuring the highest level of satisfaction to customers. This position works with sales, service, production, and administrative departments to ensure overall customer satisfaction and increase sales....

  • Customer Service Associate

    4 days ago

    Vienna, United States Rebel Full time

    Join the Rebel team for spontaneity and growth in your next role. Earn a Sign-On Bonus and Retention bonus for joining our team! ($500 after 6 months; $500 after 1 year)Why Join Our Team?Family owned and operated for over 30 years, we understand the service station business. We are community-centered, value-oriented, and steadfast in serving our customers....

  • Customer Service Associate

    1 day ago

    Vienna, United States Rebel Full time

    Join the Rebel team for spontaneity and growth in your next role. Earn a Sign-On Bonus and Retention bonus for joining our team! ($500 after 6 months; $500 after 1 year)Why Join Our Team?Family owned and operated for over 30 years, we understand the service station business. We are community-centered, value-oriented, and steadfast in serving our customers....

  • Patient Services Representative

    2 weeks ago

    Vienna, United States PRISM Vision Group Full time

    Position Description: The Patient Service Representative (PSR) is a clinical operations care team member reporting to the Office Manager and/or Front Desk Supervisor. The position is responsible for providing the full scope of a) inbound and outbound access patient interactions & functions whether by telephone, internet or face: face, b) patient scheduling &...

  • Contact Center Agent

    1 week ago

    Vienna, United States Integral Services Company Full time

    Overview: Contact Center Agent - Junior (Tier 1) Remote, Coverage is 8am to 8pm EST Monday through Friday Active Secret Clearance Integral Federal is actively seeking Contact Center Agents to join a new contact center support team for a federal agency. We are seeking candidates who possess strong skills in leveraging chat functionality, providing...

  • Contact Center Agent

    2 weeks ago

    Vienna, United States Integral Services Company Full time

    Overview Contact Center Agent - Junior (Tier 1) Remote, Coverage is 8am to 8pm EST Monday through Friday Active Secret Clearance Integral Federal is actively seeking Contact Center Agents to join a new contact center support team for a federal agency. We are seeking candidates who possess strong skills in leveraging chat functionality, providing exceptional...

  • Contact Center Agent

    1 day ago

    Vienna, United States Integral Services Company Full time

    Overview Contact Center Agent - Junior (Tier 1) Remote, Coverage is 8am to 8pm EST Monday through Friday Active Secret Clearance Integral Federal is actively seeking Contact Center Agents to join a new contact center support team for a federal agency. We are seeking candidates who possess strong skills in leveraging chat functionality, providing exceptional...

  • Contact Center Agent

    1 day ago

    Vienna, United States Integral Services Company Full time

    Overview: Contact Center Agent - Junior (Tier 1) Remote, Coverage is 8am to 8pm EST Monday through Friday Active Secret Clearance Integral Federal is actively seeking Contact Center Agents to join a new contact center support team for a federal agency. We are seeking candidates who possess strong skills in leveraging chat functionality, providing...