FORVIS

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