Name
Consulting - Federal Specialty M&A Tax - Senior Consultant
Posting Title
Federal Specialty (M&A) Tax | Senior Consultant
Date Published
Tuesday, November 5, 2024
Job Category
Tax Specialty
Office
Federal Specialty (Forvis)
Advertised Location
US-GA-Atlanta, US-IL-Chicago, US-NC-Charlotte, US-TX-Houston, US-VA-Tysons
Description & Requirements
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)
#LI-ATL, #LI-OAK, #LI-CLTSP, #LI-HOU, #LI-TYS
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