Tax Advisory Managing Director

5 days ago


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

We are seeking a highly experienced Tax Advisory Managing Director to join our Transaction Advisory Services team at FORVIS. As a key member of our team, you will play a critical role in advising clients on enhancing tax opportunities and managing risk associated with mergers and acquisitions.

Key Responsibilities
  • Advising clients on tax opportunities and risk management in 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
  • Recommending post-acquisition actions to achieve tax efficiency and minimize tax risks
  • Working closely with executives, investment bankers, private equity and corporate clients, attorneys, or other stakeholders
  • Collaborating with other FORVIS team members to exceed client expectations
Requirements
  • 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 seven (11) 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 in U.S. federal income tax, mergers, and acquisitions, and transaction services
  • Current knowledge of state and local tax is a plus
  • Recent experience with corporate and pass-through tax concepts
  • Proficiency with Microsoft Office, primarily Excel and PowerPoint
What We Offer

At FORVIS, we offer a supportive and respectful environment for our team members, with opportunities for professional development and growth. We are committed to helping our team members reach their full potential and achieve their career goals.


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