Manager, Transaction Advisory State and Local Tax

General information

Description & Requirements

• 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 Mazars team members to exceed client expectations

• Bachelor's degree in Accounting from an accredited college/university or CPA eligible
• 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
• Proficiency with Microsoft Office, primarily Excel and PowerPoint
• Excellent written and verbal communication skills

• JD or master's degree in taxation preferred
• CPA license or admission to state bar 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
• Ability to develop relationships with both team members and external clients