Senior Associate, Tax

The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical forward-thinking guidance tailored to each clients goals offering reliable support through change growth and opportunity.

What You Will Do:

• Provide tax compliance and advisory services to individuals (Forms-NR) partnerships (Form 1065) and corporations (Forms-S) across a variety of industries
• Deliver exceptional client service that exceeds expectations through timely unmatched support while cultivating strong relationships as a trusted advisor and partner in their success
• Collaborate proactively with key client management to identify issues and recommend practical solutions.
• Take ownership of assigned tasks by organizing workflows monitoring progress and ensuring timely completion within budget and scope to consistently deliver high-quality outcomes
• Utilize technology tools effectively and demonstrate a commitment to process improvement through innovation.
• Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge
• Support the proposal process for prospective clients by contributing insights and helping articulate the firms capabilities and areas of expertise
• Collaborate on Forvis Mazars-sponsored technical publications and contribute to internal learning and development sessions to share knowledge and foster team growth
• Represent the firm at campus recruiting events engaging with top-tier university talent to promote the companys brand share career opportunities and support early talent acquisition initiatives

Minimum Qualifications:

• Bachelors Degree in Accounting Taxation or related field
• 2 years of relevant tax experience in public accounting or a combination of corporate tax and public accounting
• Must be eligible to sit for the CPA exam meeting the educational requirements as defined by the applicable state board of accountancy.
• Proficiency in Microsoft Office Suite
• Ability to work a hybrid schedule typically averaging three days per week in the assigned office
• Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays

Preferred Qualifications:

• Masters Degree in related field
• Current and valid CPA (Certified Public Accountant) license