Description & Requirements

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

How you will contribute:

• 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 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
• Willingness and ability to travel

Minimum Qualifications:

• Bachelor's degree in Accounting from an accredited college/university or CPA eligible; licensed CPA is preferred
• Nine (9) 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

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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 reserves the right to make changes to the salary range based on business needs.

Colorado Salary Range:

CO Minimum Salary (USD)

$ 145,000

CO Maximum Salary (USD)

$ 225,000

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 reserves the right to make changes to the salary range based on business needs.

New York Salary Range:

NY Minimum Salary (USD)

$ 181,400

NY Maximum Salary (USD)

$ 290,000

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 reserves the right to make changes to the salary range based on business needs.

California Salary Range:

CA Minimum Salary (USD)

$ 164,000

CA Maximum Salary (USD)

$ 290,000

Close Date: 06/24/2024