Managing Director, Tax Partnerships M&A

The Federal Tax Specialty practice brings a forward-thinking approach to strategic tax advisory, offering tailored solutions that go far beyond compliance. With deep expertise in federal tax law, they deliver value-driven planning, proactive risk management, and innovative strategies aligned with each client’s objectives. Their multidisciplinary approach empowers businesses to optimize tax positions, manage costs effectively, and capitalize on growth opportunities.

• Support the national partnership practice strategy, including service development, market growth, and client expansion initiatives.
• Develop and execute growth plans aligned with the firm's strategic objectives.
• Identify emerging partnership tax issues, legislative developments, and planning opportunities that strengthen the firm's market position.
• Collaborate with tax specialty groups to deliver integrated federal, state, international, transaction, and advisory solutions.
• Serve as the lead advisor on complex partnership tax matters, including Subchapter K planning, Section 704 allocations, Section 704(c) methodologies, basis and capital account calculations, Section 754 elections, partnership mergers, divisions and restructurings, carried interest, private equity matters, real estate partnership taxation, and transaction planning.
• Provide executive oversight for large and complex client engagements.
• Review technical analyses, memoranda, tax opinions, and client deliverables for accuracy and quality.
• Advise executive management teams and ownership groups on tax-efficient structuring and strategic transactions.
• Ensure compliance with professional standards, firm policies, and regulatory requirements.
• Drive new business through networking, thought leadership, and market visibility.
• Develop and manage a profitable book of business consistent with firm growth expectations.
• Identify cross-selling opportunities across firm service lines.
• Participate in proposal development, client presentations, and strategic pursuits.
• Monitor project timelines, budgets, and client satisfaction.
• Establish best practices, methodologies, and quality-control procedures.
• Leverage technology and process improvements to enhance efficiency and client service.
• Represent the firm through publications, webinars, conferences, and industry events.
• Author technical content and provide internal training to enhance firm-wide expertise.
• Maintain an active presence in professional organizations and industry associations.

• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• Current and valid CPA license, JD and/or LL.M. in Taxation.
• 10+ years of progressive tax experience with significant emphasis on partnership taxation.
• Demonstrated experience serving complex partnership structures, including private equity, real estate, and investment partnerships.
• Proven ability to develop and manage a substantial book of business.
• Experience managing large client engagements and cross-functional teams.
• Strong technical research, writing, presentation, and executive communication skills.
• Proficiency with Microsoft Office Suite and tax technology platforms.

• Master's degree in Taxation, Accounting, Law, or a related field.
• Experience with a national or Big Four accounting firm.
• Advanced knowledge of partnership tax software and tax automation technologies.
• Established reputation as a thought leader in partnership taxation.
• Experience mentoring and leading multi-office teams.

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Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members…