Forvis

Firm & Partner Tax Matters Senior Associate - 2236896

Forvis$70K — $95K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting
  • 3+ years of relevant experience in tax preparation
  • Master's Degree (preferred)
  • Current and active CPA (preferred)
  • Public Accounting experience (preferred)

Responsibilities

  • Review partner individual income tax returns including federal and multi-state filings
  • Support training and development of team members for accurate tax return preparation
  • Assist in tracking processes and e-filing of individual partner returns
  • Stay updated on federal and state tax laws affecting partnerships and individuals
  • Apply sound judgment in tax planning strategies for individual partners
  • Prepare federal partnership and multi-state tax returns and related workpapers
  • Prioritize and manage multiple tasks for timely completion of duties

Benefits

  • Opportunities for professional development and training
  • Supportive team environment focusing on quality service
  • Exposure to a diverse client base and complex tax matters
  • Engagement in a collaborative workplace culture
  • Comprehensive resources to stay updated on tax laws and regulations
Full Job Description
Description & Requirements

This position provides tax preparation services related to partner tax matters. Work includes preparation of work papers, tax returns, responding to tax notices and related tax administration matters and service to the Partners of Forvis Mazars.

What You Will Do:

  • Review individual partner income tax returns, including federal and multi-state filings, tax projections, and responses to notices and inquiries throughout the year.
  • Support training and development of team members to ensure accurate and efficient preparation of partner tax returns.
  • Assist with tracking processes and e-filing of individual partner returns.
  • Stay current on federal and state tax laws and regulations affecting partnerships and individuals.
  • Apply sound judgment in tax planning strategies for individual partners.
  • Provide support in preparing federal partnership and multi-state tax returns and related workpapers for the firm and affiliated entities.
  • Prioritize and manage multiple tasks to ensure timely and effective completion of responsibilities.

Minimum Qualifications:

  • Bachelor's Degree in Accounting
  • 3+ years of relevant experience in tax preparation

Preferred Qualifications:

  • Master's Degree
  • Current and active CPA (Certified Public Accountant)
  • Public Accounting experience

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About Forvis

Forvis is a software company that provides a platform for businesses to manage their data and analytics. The company's platform allows businesses to collect, store, and analyze data from various sources, including social media, web analytics, and customer relationship management systems. Forvis was founded in 2015 and is headquartered in San Francisco, California.
Learn more about Forvis
Size
50 employees
Industry

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