Job Description

General information

Name

Senior Associate, Transaction Advisory

Posting Title

Senior Associate, Transaction Advisory - M&A Tax

Ref #

2236889

Date Published

Thursday, June 11, 2026

Close Date

09/11/2026

Job Category

Transaction Advisory

Advertised Location

US-Remote

Working time

Full Time

Description & Requirements

At Forvis Mazars, our Transaction Advisory team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each 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, we 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—ensuring 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. Further, you will have meaningful support from firm leadership for substantial professional development.

The Transaction Advisory leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you are interested in learning how we can support your professional and personal goals.

What You Will Do:

Perform buy-side and sell-side tax due diligence for private equity groups and corporate clients
Analyze tax risks of target companies using tax returns, accounting information, and interviews with management 
Review and analyze reports correlating tax diligence and tax structuring findings with client valuations
Identify issues affecting purchase price, deal structure, or deal termination
Read in and advise clients with respect to purchasing agreements
Recommend post-acquisition actions to achieve tax efficiency and minimize tax risks
Work closely with executives, investment bankers, private equity and corporate clients, attorneys, or other stakeholders
Work alongside other Forvis Mazars team members to exceed client expectations

Minimum Qualifications:

Bachelor's degree in accounting or related field from an accredited college/university or JD
Two (2) plus years of experience in corporate or partnership tax from a large public accounting or consulting firm
Recent experience with corporate and pass-through tax concepts
Proficiency with Microsoft Office, primarily Excel and PowerPoint
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

Preferred Qualifications:

JD or master’s degree in taxation
CPA license or admission to state bar
Experience in M&A transaction tax from a large public accounting or consulting firm
Strong current knowledge of U.S. federal income tax, mergers, and acquisitions, and transaction services
Current knowledge of state and local tax

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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.

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

Year Founded

Unknown

Website

forvis.com

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