What are the responsibilities and job description for the Director, Transaction Advisory position at Forvis Mazars, LLP?
General information
Name
Director, Transaction Advisory
Posting Title
Director, Transaction Advisory
Ref #
2236685
Date Published
Tuesday, April 7, 2026
City
Houston
State
Texas
Country
United States
Job Category
Transaction Advisory
Advertised Location
US-TX-Houston
Working time
Full Time
Description & Requirements
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.
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 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:
- Strategically lead and oversee complex buy-side and sell-side financial due diligence engagements for private equity firms and corporate clients, ensuring alignment with broader investment strategies and value creation goals.
- Drive the development of high-impact Quality of Earnings analyses by synthesizing complex financial and operational data, delivering actionable insights that influence investment decisions.
- Identify and assess critical diligence risks and strategic opportunities, providing executive-level recommendations that inform deal structuring, integration planning, and long-term performance optimization.
- Lead market and industry intelligence initiatives, leveraging competitive benchmarking and trend analysis to contextualize target performance and support strategic positioning in dynamic market environments.
- Serve as a trusted advisor to C-suite executives, private equity partners, investment bankers, and legal counsel, facilitating cross-functional collaboration and ensuring seamless execution across all phases of the deal lifecycle
- Build and scale high-performing teams, providing visionary leadership, mentorship, and professional development to staff at all levels, while fostering a culture of excellence, accountability, and continuous improvement.
Minimum Qualifications:
- Bachelor's Degree in Accounting, Finance, or a related field
- Nine (9) plus years of relevant work experience with a minimum of five (5) years working in transaction advisory services performing financial due diligence at a large public accounting or consulting firm
- Extensive analytical and project management skills, including the ability to meet deadlines in a fast-paced environment
- 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
Preferred Qualifications:
- Current and valid CPA (Certified Public Accountant) license
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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, the firm's 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.
Forvis Mazars, 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, 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 unsolicited referrals and/or resumes 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 agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.
Forvis Mazars, 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, 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 unsolicited referrals and/or resumes 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 agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.
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.