Senior Associate, Tax - Private Client

Description & Requirements 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 client's goals, offering reliable support through change, growth, and opportunity. What You Will Do: * Provide tax compliance and advisory services to individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-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 firm's 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 company's brand, share career opportunities, and support early talent acquisition initiatives Minimum Qualifications: * Bachelor's 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: * Master's Degree in related field * Current and valid CPA (Certified Public Accountant) license #LI-SLC #LI-KA1

Created: 2025-09-27