Manager, Transaction Advisory State and Local Tax

Company Profile:

Requisition Number: 2236505

Position Title:

External Description: Description & Requirements

The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national resources, they provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy-side and sell-side due diligence, tax due diligence, and transaction structuring-ensuring clients are well-informed and positioned for successful outcomes.

At Forvis Mazars, our Transaction Advisory 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 seek 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 state and local tax due diligence while living inside or outside of traditional major markets.

The Transaction Advisory 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.

What You Will Do:

• 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

Minimum Qualifications:

• 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

Preferred Qualifications

• 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

#LI-CHI

#LI-JT1

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)

$ 131400

IL Maximum Salary (USD)

$ 219000

City: Chicago

State: Illinois

Community / Marketing Title: Manager, Transaction Advisory State and Local Tax

Location_formattedLocationLong: Chicago, Illinois US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.