General information

Transaction Services (M&A) Tax | Senior Manager / Director
Ref #
Date Published
Tuesday, May 31, 2022
United States
Job Category
Transaction Advisory
Transaction Services
Advertised Location
Working time
Full Time

Description & Requirements

At FORVIS, our Transaction Services team is led by a talented team of experienced transaction advisors, who sincerely appreciate 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 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

·        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 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 seven (7) 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

Pursuant to Colorado’s Equal Pay for Equal Work Act: Annual Salary Target Range: is $145,000-$225,000. Please note: The noted compensation is for the Colorado market. Compensation for this role will be determined based on the experience, education, and skill set of the individual for the position. This amount is not representative of an employee’s total compensation, which consists of, but is not limited to, salary (cash compensation), benefits, profit-sharing contributions, CPA Exam incentives, and other forms of compensation.  FORVIS reserves the right to make changes to the above figure based on business needs.