Federal Specialty (M&A) Tax | Manager

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, 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, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS 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 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.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2234030

Position Title:

External Description: Description & Requirements

How you will contribute:

• Spearhead federal and state due diligence alongside the Transaction Advisory Services Practice
• Use the tax due diligence process to identify post-close transitional tax services
• Collaborate with the Federal Tax Specialty Services Practice to support clients through sell-side diligence, structuring, tax modeling, transaction cost analyses, Sec 382 studies, and parachute payment analyses
• Research tax issues from the larger tax practices, develop responses, and document findings through memos and position papers
• Support the local office in identifying and documenting complex tax positions within tax returns and provisions
• Oversee multi-disciplinary teams to provide industry expertise
• Stay updated on current tax developments and apply knowledge to specific client situations
• Advise clients and deliver high-quality tax services and advice
• Oversee client engagements, including planning, budgeting, billing, and collections
• Train and mentor team members in project management, research, and technical writing
• Build and maintain strong client relationships
• Manage client proposals and pursue new business opportunities
• Lead cross-selling of additional practice services
• Drive practice and thought leadership initiatives such as alerts, articles, webinars, presentation decks, conference materials, podcasts, and interview preparation

We are looking for people who have Forward Vision and:

• Outstanding oral and written communication skills, capable at interacting effectively at all levels
• Exceptional analytical, organizational, and project management abilities
• Meticulous attention to detail and adaptability in dynamic environments
• Ability to thrive in fast-paced transaction settings, providing timely communications, and managing multiple projects and team members concurrently
• Driven by growth in developing internal and external client relationships, identifying client issues, and creating new services
• Proven leadership, training, mentoring, and staff development skills
• Collaborative mindset to build trust and foster a positive and inclusive culture
• Strong dedication to professional development

Minimum Qualifications:

• 5 years or more of experience in tax
• Bachelor's degree
• CPA certification or Bar admission
• Strong skills in C-corporations, consolidated groups, and pass-throughs
• Strong tax research and writing skills
• Knowledge and experience with general tax returns

Preferred Qualifications

• Bachelor of Science degree in Accounting
• Master's in Taxation (substitute JD for undergraduate and Master's degrees)
• 3 years or more of managerial experience

#LI-ATL, #LI-OAK, #LI-CLTSP, #LI-HOU, #LI-TYS

#LI-SS1

City: Charlotte

State: North Carolina

Community / Marketing Title: Federal Specialty (M&A) Tax | Manager

Location_formattedLocationLong: Charlotte, North Carolina 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.