Senior · National
Forvis Mazars, LLP · Charlotte, North Carolina
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Perform state and local tax due diligence and advisory for mergers and acquisitions for private equity and corporate clients.
Worth knowing: Preferred candidates may have current active CPA or JD/LLM
At Forvis Mazars, 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 seek variety, we would love to talk to you! 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. 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. 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. 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.
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