Managing Director , Transaction Advisory

General information

Name Managing Director , Transaction Advisory Posting Title Managing Director, Transaction Advisory Services – (M&A) Tax Ref # 2234951 Date Published Monday, May 5, 2025 Close Date 08/04/2025 Job Category Transaction Advisory Office Transaction Advisory (Forvis) Advertised Location US-Remote Working time Full Time

Description & Requirements

At Forvis Mazars, our Transaction Advisory 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 Advisory Services leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you are interested in learning how we can support your professional and personal goals.

How you will contribute:

• 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

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 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

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Colorado’s Equal Pay for Equal Work Act (SB 19-085)

Pursuant to Colorado’s Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

Colorado Salary Range: CO Minimum Salary (USD) $ 180,400 CO Maximum Salary (USD) $ 285,000

New York City Pay Transparency

Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
New York Salary Range: NY Minimum Salary (USD) $ 180,400 NY Maximum Salary (USD) $ 380,000

California Pay Transparency

Pursuant to the pay transparency laws of California, the salary range displayed is for the California market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

California Salary Range: CA Minimum Salary (USD) $ 180,400 CA Maximum Salary (USD) $ 380,000

Los Angeles County and City Fair Chance Ordinance

Los Angeles County and City Fair Chance Ordinance”, Forvis Mazars will consider for employment all qualified applicants, including those with criminal histories and conviction records, in a manner consistent with the requirements of applicable state and local laws, including but not limited to the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the LA County Fair Chance Ordinance, and the California Fair Chance Act.” Please see the City of Los Angeles Fair Chance Ordinance and the Los Angeles County Fair Chance Ordinance notice for more information.

Maryland Wage Transparency

Pursuant to Maryland’s Wage Range Transparency Law, the salary range displayed is for the Maryland market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs. MD Minimum Salary (USD) $ 180400 MD Maximum Salary (USD) $ 285000

Illinois Wage Transparency

Pursuant to Illinois’ Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs. IL Minimum Salary (USD) $ 180400 IL Maximum Salary (USD) $ 285000

New Jersey Wage Transparency

Pursuant to New Jersey’s Pay Transparency Law, the salary range displayed is for the New Jersey market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs. NJ Minimum Salary (USD) $ 180400 NJ Maximum Salary (USD) $ 380000