Managing Director, Transaction Advisory Services - M&A Tax jobs in United States
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Forvis Mazars US ยท 10 hours ago

Managing Director, Transaction Advisory Services - M&A Tax

positionUnited States
timePart-time
remoteRemote
seniorityLead/Staff, Director/Executive
money$217K/yr - $496K/yr
date12+ years exp

Forvis Mazars is a leading firm in Transaction Advisory Services, focusing on developing expertise and building collaborative relationships. The role involves leading deal execution, advising on tax opportunities, and managing client relationships in the context of mergers and acquisitions.

AccountingConsultingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Responsibilities include leading all aspects of deal execution including managing client relationships and completion of client deliverables
Advising clients on enhancing tax opportunities and managing tax risk associated with mergers and acquisitions, including post-acquisition actions
Analyzing tax risks of target companies using tax returns, accounting information, and interviews with management
Reviewing reports correlating 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 coaching team members providing tax transaction services to clients
Managing multiple concurrent engagements
Working alongside other Forvis Mazars team members to exceed client expectations

Qualification

M&A TaxU.S. Federal income taxTransaction Advisory ServicesAnalytical skillsCPA licenseProject managementMicrosoft OfficeCommunicationTeam leadership

Required

Bachelor's or master's degree from an accredited college/university in accounting, taxation or related field with CPA license preferred or JD/LLM
Twelve (12) years or more of tax experience with a large public accounting or consulting firm with at least five (5) years or more of experience in Transaction Advisory Services / M&A Tax
Strong knowledge in U.S. Federal income tax, mergers and acquisitions and transaction services with current knowledge of state and local taxes preferred
Previous experience leading M&A tax engagement teams
Strong current knowledge in federal income tax, mergers and acquisitions, and transaction services

Preferred

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

Benefits

Group health plan benefits
401(K)
Profit-sharing contributions
Flexible time off
Parental leave

Company

Forvis Mazars US

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Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network.
dateFounded in 2022
location
Charlotte, North Carolina, USA
people-size5001-10000 employees
web-link
https://www.forvis.com

H1B Sponsorship

Forvis Mazars US has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (11)
2023 (15)
2022 (2)

Funding

Current Stage
Late Stage

Leadership Team

T
Tom Watson
Chief Executive Officer
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G
Gregory Shoemaker
Chief Technology Officer
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Company data provided by crunchbase