Senior Associate, Transaction Advisory
About this role
General information
Name
Senior Associate, Transaction Advisory
Posting Title
Senior Associate, Transaction Advisory - SALT M&A
Ref #
2236722
Date Published
Monday, April 20, 2026
City
Charlotte
State
North Carolina
Country
United States
Job Category
Transaction Advisory
Advertised Location
US-GA-Atlanta, US-IL-Chicago, US-NC-Charlotte, US-NY-New York, US-TX-Houston, US-VA-Tysons
Working time
Full Time
Description & Requirements
At Forvis Mazars, our Transaction Services 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, they 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 and perform state and local tax due diligence.
The Transaction Services leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you’re interested in learning how we can support your professional and personal goals.
What You Will Do:
• Advise clients on enhancing state and local tax opportunities and managing state and local tax risk associated with mergers and acquisitions, including post-acquisition actions • Analyze state and local tax risks of target companies using tax returns, accounting information, and interviews with management • Prepare reports correlating state and local tax due diligence and tax structuring findings. • Identify issues affecting purchase price, deal structure, or deal termination • Work closely with executives, investment bankers, private equity and corporate clients, attorneys, or other stakeholders • Support multiple concurrent engagements, ensuring timely delivery of high-quality work across diverse industries and deal sizes. • Partner with cross-functional teams to consistently exceed client expectations and deliver value-added solutions.
Minimum Qualifications:
• Bachelor’s Degree in Accounting, Finance, or a related field or JD • Two (2) years of relevant work experience in state and local tax with a large public accounting or consulting firm • 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 • Proficiency with Microsoft Office, primarily Excel and PowerPoint • Strong current knowledge in state and local income, franchise and indirect tax
Preferred Qualifications:
• Experience in Transaction Services / M&A Tax • Current and active CPA (Certified Public Accountant) license, or a JD/LLM degree
#LI-ATL, #LI-CHI, #LI-CLTSP, #LI-NYC, #LI-HOU, #LI-TYS
#LI-JT1
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.