Senior Associate, Tax

Forvis Mazars, LLP • Charlotte, NC

1d

About The Position

The Senior Associate, Tax provides tax compliance, tax provision, and tax advisory services to pass-through and C-corporation entities. The role focuses on delivering responsive, high-quality client service and building strong relationships as a trusted advisor. The Senior Associate collaborates with client management to identify issues and recommend practical solutions, while owning assigned work from workflow planning through timely completion within budget and scope.

The position also involves using technology effectively and supporting process improvements, maintaining technical proficiency through Continuing Professional Education (CPE), contributing to proposals for prospective clients, and sharing expertise through technical publications and internal learning sessions. The Senior Associate represents the firm at campus recruiting events and must be flexible to travel for client engagements and internal meetings, including overnight travel.

Requirements

• Bachelor’s degree in Accounting, Taxation, or a related field.
• At least 2 years of relevant tax experience in public accounting, or a combination of corporate tax and public accounting experience.
• Must be eligible to sit for the CPA exam and meet the educational requirements defined by the applicable state board of accountancy.
• Proficiency in Microsoft Office Suite.
• Flexibility to travel for client engagements and internal meetings, including overnight stays.

Nice To Haves

• Master’s degree in a related field.
• Current and valid Certified Public Accountant (CPA) license.
• Experience with OneSource Tax products.

Responsibilities

• Provide tax compliance, tax provision, and tax advisory services to pass-through and C-corporation entities.
• Deliver timely, exceptional client service and cultivate strong relationships as a trusted advisor and partner.
• Collaborate with client management to identify issues and recommend practical solutions.
• Organize assigned workflows, monitor progress, and ensure work is completed on time and within budget and scope.
• Use technology tools effectively and contribute to process improvement and innovation.
• Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge.
• Support proposals for prospective clients by contributing insights and articulating the firm’s capabilities and expertise.
• Contribute to firm-sponsored technical publications and internal learning and development sessions.
• Represent the firm at campus recruiting events to promote the company’s brand, share career opportunities, and support early talent acquisition.
• Travel for client engagements and internal meetings, potentially including overnight stays.

Benefits

• Robust total rewards program
• Flexible work environment

What This Job Offers

• Job Type: Full-time
• Career Level: Senior