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Form of workAt FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.
Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.
About FORVIS
FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com
FORVIS, LLP is an equal opportunity/affirmative action employer. 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, or other protected classifications.
It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
- FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS. Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.
Responsibilities
At FORVIS, our Transaction Service 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're an experienced diligence professional and motivated team builder who thrives in a fast-paced environment, we would love to talk to you!
In this position, you will explore new frontiers, use your positive and engaging communication style to influence and motivate team members and build strong relationships within the organization and with clients. Further, you will have meaningful guidance from firm leadership for staffing and business development in addition to the ability to perform due diligence while living inside or outside of traditional major markets.
The Transaction Services leadership team takes pride in creating and maintaining an encouraging and respectful environment for our team members. Apply if you're interested in learning how we can guide your professional and personal goals.
How you will contribute:
- 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
- Prepare and analyze reports correlating tax diligence and tax structuring findings with client valuations
- Identify issues affecting purchase price, deal structure, or deal termination
- Read and advise clients with respect to purchase 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 BKD team members to exceed client expectations
We are looking for people who have Forward Vision and:
- Excellent written and verbal communication skills
- Strong time management skills and ability to meet deadlines in a fast-paced environment
- Willingness and ability to travel
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QualificationsMinimum Qualifications:
- Bachelor's degree in accounting from an accredited college/university
- CPA license or admission to state bar preferred
- JD or master's degree in taxation preferred
- A minimum of two (2) years of experience in corporate or partnership tax or transaction tax (M&A tax) from a large public accounting or consulting firm
- Strong current knowledge in U.S. federal income tax, mergers and acquisitions, and transaction services
- Current knowledge in state and local tax is a plus
- Recent experience with corporate and pass-through tax concepts
- Proficiency with Microsoft Office, primarily Excel and PowerPoint
