Senior Associate, Transaction Advisory - SALT M&A
Forvis Mazars US, New York, NY, United States
Our Transaction Services team is led by a talented group of experienced transaction advisors who appreciate people and their unique motivations. 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.
What You Will Do
Advise clients on enhancing state and local tax opportunities and managing state and local tax risk associated with mergers and acquisitions, including post‑acquisition actions
Analyze state and local tax risks of target companies using tax returns, accounting information, and interviews with management
Prepare reports correlating state and local tax due diligence and tax structuring findings
Identify issues affecting purchase price, deal structure, or deal termination
Work closely with executives, investment bankers, private equity and corporate clients, attorneys, or other stakeholders
Support multiple concurrent engagements, ensuring timely delivery of high‑quality work across diverse industries and deal sizes
Partner with cross‑functional teams to consistently exceed client expectations and deliver value‑added solutions
Minimum Qualifications
Bachelor's Degree in Accounting, Finance, or a related field
Two (2) years of relevant work experience in state and local tax with a large public accounting or consulting firm
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 relationships with both team members and external clients
Proficiency with Microsoft Office, primarily Excel and PowerPoint
Strong current knowledge in state and local income, franchise and indirect tax
Preferred Qualifications
Experience in Transaction Services / M&A Tax
Current and active CPA (Certified Public Accountant) license, or a JD/LLM degree
Compensation
Salary range for the New York market: $99,900 – $166,500. Salary range for the Illinois market: $91,600 – $152,600. Total compensation includes salary, group health plan benefits, 401(K), profit‑sharing contributions, flexible time off, and parental leave.
Equal Employment Opportunity
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. 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.
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What You Will Do
Advise clients on enhancing state and local tax opportunities and managing state and local tax risk associated with mergers and acquisitions, including post‑acquisition actions
Analyze state and local tax risks of target companies using tax returns, accounting information, and interviews with management
Prepare reports correlating state and local tax due diligence and tax structuring findings
Identify issues affecting purchase price, deal structure, or deal termination
Work closely with executives, investment bankers, private equity and corporate clients, attorneys, or other stakeholders
Support multiple concurrent engagements, ensuring timely delivery of high‑quality work across diverse industries and deal sizes
Partner with cross‑functional teams to consistently exceed client expectations and deliver value‑added solutions
Minimum Qualifications
Bachelor's Degree in Accounting, Finance, or a related field
Two (2) years of relevant work experience in state and local tax with a large public accounting or consulting firm
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 relationships with both team members and external clients
Proficiency with Microsoft Office, primarily Excel and PowerPoint
Strong current knowledge in state and local income, franchise and indirect tax
Preferred Qualifications
Experience in Transaction Services / M&A Tax
Current and active CPA (Certified Public Accountant) license, or a JD/LLM degree
Compensation
Salary range for the New York market: $99,900 – $166,500. Salary range for the Illinois market: $91,600 – $152,600. Total compensation includes salary, group health plan benefits, 401(K), profit‑sharing contributions, flexible time off, and parental leave.
Equal Employment Opportunity
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. 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.
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