FORVIS

Director, M&A Tax

FORVIS  •  Atlanta, GA / Charlotte, NC / Greenville, NC / Charleston, SC / Tysons, VA / Chicago, IL (Onsite)  •  3 hours ago
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Job Description


General information


Name

Director, M&A Tax

Posting Title

Director, M&A Tax

Ref #

2237193

Date Published

Friday, July 31, 2026

City

Atlanta

State

Georgia

Country

United States

Job Category

Tax Specialty

Advertised Location

US-GA-Atlanta, US-IL-Chicago, US-NC-Charlotte, US-NC-Charlotte, US-NC-Greenville, US-SC-Charleston, US-SC-Greenville, US-VA-Tysons

Working time

Full Time


Description & Requirements

The Federal Tax Specialty 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.
 
We are seeking a Director to join our Tax M&A practice with a primary focus on partnership transactions and related federal income tax matters. The ideal candidate brings deep experience advising private equity funds, portfolio companies, and other pass-through structures across the transaction lifecycle, paired with strong technical judgment, commercial instincts, and the ability to help grow client relationships and a national practice.
 
In this role, you will serve as a trusted advisor on high-profile transactions involving partnerships and other pass-through entities, lead and develop teams, and shape practical solutions on structuring, modeling, and technical issues while contributing to the continued growth of our Tax M&A platform.
 
What You Will Do:
  • Lead partnership transaction structuring and modeling, including analyses of basis step-ups, §704 allocations, disguised sale considerations, debt allocations, and related transactional issues
  • Deliver post close planning and transitional services
  • Analyze complex federal tax issues affecting partnerships and other pass-through entities and document conclusions in clear deliverables
  • Oversee multi disciplinary teams across multiple transactions to deliver high quality, timely, practical work
  • Advise senior client stakeholders on partnership-driven transaction issues with commercially focused, risk-balanced recommendations
  • Own engagement economics, including scope, staffing, budgets, billing, and collections
  • Coach and develop high performing teams, emphasizing technical excellence, project management, and executive level communication
  • Build and deepen client relationships, support business development and proposal efforts
  • Contribute to practice growth and thought leadership (articles, alerts, webinars, conferences, and other market facing content)
 
Minimum Qualifications:
 
  • Bachelor’s degree in related field
  • 8–12+ years of progressive tax experience with significant M&A exposure and substantial partnership tax experience (Big Four or large regional preferred)
  • CPA or active Bar admission
  • Strong background in partnership and pass-through taxation in transactional settings; experience with C-corporations and consolidated groups is helpful but not primary
  • Excellent tax research, technical writing, and issue spotting skills
  • 5+ years of leadership experience managing teams and client engagements
 
Preferred Qualifications:
 
  • Bachelor’s degree in Accounting 
  • Master’s in Taxation; JD may substitute for undergraduate and master’s degrees


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About Forvis Mazars, LLP

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 deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers

Legal Notice
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.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for  Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
FORVIS

About FORVIS

FORVIS, LLP ranks among the nation's top 10 public accounting firms. FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences.

FORVIS was formed in 2022 through the combination of two firms with more than 150 years combined experience, both committed to providing high-quality personal service. FORVIS brings a distinct legacy of what it means to provide professional services that go above and beyond.

With more than 5,500 dedicated professionals who serve clients in all 50 states, as well as across the globe, FORVIS offers comprehensive assurance, tax, consulting, and wealth management services. Visit FORVIS.com for additional information.

FORVIS is a trademark of FORVIS, LLP, registered with the U.S. Patent and Trademark Office.

Industry
Accounting & Tax
Company Size
1,001-5,000 employees
Headquarters
US
Year Founded
Unknown
Website
forvis.com
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