Senior Associate, Tax - Flow Through
About The Position
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. This role involves providing tax compliance and advisory services to individuals, partnerships, and corporations across various industries. The position emphasizes delivering exceptional client service, collaborating with management, taking ownership of tasks, utilizing technology, and completing Continuing Professional Education (CPE) requirements. Additionally, the role supports the proposal process, contributes to technical publications and internal learning sessions, and represents the firm at campus recruiting events.
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 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
Benefits
- Robust total rewards program
- Flexible work environment
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What This Job Offers
Job Type
Full-time
Career Level
Senior
