General information

Transaction Services (M&A) Tax | Manager
Ref #
Date Published
Tuesday, May 31, 2022
Job Category
Transaction Advisory
Transaction Services
Advertised Location
Chicago, Kansas City, Saint Louis, New York, Dallas
Working time
Full Time

Description & Requirements

At FORVIS, our Transaction Service Advisory 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’re an experienced diligence professional and motivated team builder who thrives in a fast-paced environment, we would love to talk to you!


In this position, you will explore new frontiers, use your positive and engaging communication style to influence and motivate team members and build strong relationships within the organization and with clients. Further, you will have meaningful guidance from firm leadership for staffing and business development in addition to the ability to perform due diligence while living inside or outside of traditional major markets.


The Transaction Services leadership team takes pride in creating and maintaining an encouraging and respectful environment for our team members. Apply if you’re interested in learning how we can guide your professional and personal goals.


How you will contribute:

·         Advising clients on enhancing tax opportunities and mitigating 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

·         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

·         Working alongside other FORVIS team members to exceed client expectations


We are looking for people with Forward Vision and:

·         Excellent written and verbal communication skills

·         Strong time management skills and ability to meet target dates in a fast-paced environment

·         Proven ability to effectively oversee 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 tax is a plus

·         Recent experience with corporate and pass-through tax concepts

·         Proficiency with Microsoft Office, primarily Excel and PowerPoint