Director, M&A Tax

About the Role

The Federal Tax Specialty team offers a forward-thinking approach to strategic tax advisory, delivering tailored solutions that extend beyond compliance. With deep expertise in federal tax law, they provide 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, and capitalize on growth opportunities.

We are seeking a Director to join our Tax M&A practice, focusing on partnership transactions and related federal income tax matters. The ideal candidate will have extensive experience advising private equity funds, portfolio companies, and other pass-through structures across the transaction lifecycle. This role requires strong technical judgment, commercial instincts, and the ability to grow client relationships and expand a national practice.

Responsibilities

• 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 multidisciplinary teams across multiple transactions to deliver high-quality, timely, and 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 contribute to proposal efforts.
• Contribute to practice growth and thought leadership through articles, alerts, webinars, conferences, and other market-facing content.

Requirements

• Bachelor's degree in a related field.
• 8-12+ years of progressive tax experience with significant M&A exposure and substantial partnership tax experience (Big Four or large regional firm 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 required.
• 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.

About the Firm

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 over 100 years, we focus on delivering an Unmatched Client Experience® while fostering a workplace where relationships matter, learning fuels growth, and every person feels valued and supported.

Benefits

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being. Benefits are eligibility-based and may include:

• Group health plan benefits.
• 401(K) and profit-sharing contributions.
• Bonuses.
• Flexible time off.
• Parental leave.

Pay

Salary ranges for this role are as follows:

• Illinois: $190,100 – $394,900 (non-exempt/hourly positions eligible for overtime pay).
• Virginia: $207,400 – $430,800 (non-exempt positions eligible for overtime pay).

Salary will be based on the candidate's experience, education, and skill set. Forvis Mazars reserves the right to adjust the salary range based on business needs.