FORVIS

How you will contribute:

• Lead and perform tax federal and state due diligence in concert with the Transaction Advisory Services Practice
• Identify post-close transitional tax services using the tax due diligence process
• Work with the Federal Tax Specialty Services Practice to support clients before, during, and after transactions, including sell-side diligence, structuring, tax modeling, transaction cost analyses, Sec 382 studies, and parachute payment analyses
• Research tax issues from larger tax practices, develop responses, and document findings through memos and position papers
• Assist the local office in identifying and documenting complex tax positions within tax returns and provisions
• Collaborate with or manage multi-disciplinary teams to provide industry expertise
• Stay updated on current tax developments and effectively 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 juniors in project management, research, and technical writing
• Develop and sustain strong client relationships
• Participate in client proposals and new business development opportunities
• Assist with practice and thought leadership initiatives, including alerts, articles, webinars, presentations, 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
• Strong analytical, organizational, and project management abilities
• Meticulous attention to detail and adaptability in dynamic environments
• Growth-motivated in the development of internal and external client relationships, identifying client issues, and creating new services
• Ability to excel in fast-paced transaction settings, ensuring timely communications, and handling multiple projects
• Collaborative approach to build trust and foster a positive and inclusive culture

Minimum Qualifications:

• 2 years of experience in tax, preferably with a Big Four or Regional Firm
• 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:

• 1 year of supervisory experience
• Bachelor of Science degree in Accounting
• Master’s in Taxation preferred (substitute JD for undergraduate and Master’s degrees)