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Transaction Advisory Expert

3 months ago

Chicago, Illinois, United States FORVIS Full time
About the Role

We are seeking a highly skilled Transaction Advisory Expert to join our team at Forvis Mazars. As a key member of our Transaction Services team, you will play a critical role in advising clients on state and local tax opportunities and managing tax risk associated with mergers and acquisitions.

Key Responsibilities
  • Advising clients on state and local tax opportunities and managing tax risk associated with mergers and acquisitions
  • 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 Mazars team members to exceed client expectations
Requirements
  • 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
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
Compensation

The salary range for this role is $80,000 - $140,000 in Colorado, $92,100 - $192,000 in New York, and $92,100 - $196,000 in California. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave.