General information

Transaction Services | Tax, State & Local Manager
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 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
  • Proficiency with Microsoft Office, primarily Excel and PowerPoint
  • Willingness and ability to travel 

Minimum 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

Pursuant to Colorado’s Equal Pay for Equal Work Act: Annual Salary Target Range: is $115,000-$145,000. 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.