Senior Associate, Transaction Advisory - SALT M&A

Job Overview

At Forvis Mazars, our Transaction Services team is led by a talented group of experienced transaction advisors who have a sincere appreciation for people and how each is 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 to ensure 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, receive 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. Apply if you’re interested in learning how we can support your professional and personal goals.

• 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

• 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 Power Point
• Strong current knowledge in state and local income, franchise and indirect tax

• Experience in Transaction Services / M&A Tax
• Current and active CPA (Certified Public Accountant) license, or a JD/LLM degree

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.