Senior Consultant, Income Franchise Tax

Forvis Mazars•Houston, TX

About The Position

The State and Local Tax team helps businesses navigate state and local taxation through technical expertise and client-focused service. It supports clients across income and franchise tax, sales and use tax, property tax, unclaimed property, and credits and incentives, helping minimize risk, enhance compliance, and identify tax-saving opportunities. The Senior Consultant, Income Franchise Tax role involves developing filing strategies, analyzing apportionment data, supporting client engagements, researching tax issues, preparing technical memoranda, assisting with audits, and preparing and reviewing state income tax filings. The role also supports junior team members through knowledge sharing and guidance.

Requirements

Bachelor’s degree in Accounting, Taxation, or a related field.
At least 2 years of experience in public accounting tax or state and local tax.
Proficiency with Microsoft Office Suite.

Nice To Haves

Master’s degree in Accounting, Taxation, or a related field.
At least 2 years of income tax experience.
Experience with OneSource Income Tax and Tax Provision software.
Current and valid CPA, EA, or CMI – State Income Tax (IPT) certification, or a JD or LLM.

Responsibilities

Strategize optimal filing methods across diverse state tax landscapes.
Analyze and refine apportionment data to ensure accurate and compliant reporting.
Assist with client service delivery and coordinate engagements throughout projects.
Research intricate tax issues and propose solutions.
Draft technical memoranda communicating findings and recommendations.
Provide audit support through documentation, analysis, and representation.
Prepare and review state income tax filings for accuracy and timely completion.
Support and guide junior team members by sharing knowledge, answering questions, and helping them navigate tasks and processes.