Director, M&A Tax

About the role

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. 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.

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 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)

Requirements

• 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

Pay

The salary range for this role is $190,100 - $394,900 in Illinois and $207,400 - $430,800 in Virginia, based on experience, education, and skill set.

Benefits

Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave.

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.