Senior Associate, Insurance Tax

Forvis Mazars•Fort Washington, PA

2d•$82,000 - $121,000

About The Position

The Tax team is dedicated to helping Insurance 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.

Requirements

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
Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays

Nice To Haves

Master's Degree in related field
Current and valid CPA (Certified Public Accountant) license

Responsibilities

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 Insurance Tax clients.
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