Senior Associate, Tax

General information

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