Manager, Federal Specialty – M&A Tax Position Available In Mecklenburg, North Carolina

Manager, Federal Specialty – M&A Tax

MULTIPLE LOCATIONS

CHARLOTTE, NC, USA •

ATLANTA, GA, USA

•

TYSONS, VA, USA

•

CHICAGO, IL, USA

•

HOUSTON, TX, USA

Requisition Number2234030
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 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.