Bachelor's Degree in Accounting, Taxation, or related field
3.5+ years of relevant tax experience in public accounting or a mix of corporate tax and public accounting
Current and valid CPA (Certified Public Accountant) license
Proficiency in Microsoft Office Suite
Flexibility to travel for client engagements and internal meetings
Responsibilities
Provide tax compliance and advisory services for individuals, partnerships, and corporations
Deliver exceptional client service and cultivate strong relationships as a trusted advisor
Collaborate with key client management to identify issues and recommend solutions
Organize workflows and monitor progress to ensure timely completion of tasks
Utilize technology tools for process improvement and innovation
Complete Continuing Professional Education (CPE) to maintain technical proficiency
Support the proposal process for prospective clients and contribute to technical publications
Benefits
Opportunity for professional development and mentorship
Engagement in campus recruiting events to promote the firm's brand
Access to internal learning and development sessions
Commitment to process improvement and innovation in tax services
Full Job Description
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
Mentor and support junior staff by providing guidance, reviewing work for accuracy and completeness, and fostering professional development through constructive feedback and knowledge sharing
Minimum Qualifications:
Bachelor's Degree in Accounting, Taxation or related field
3.5+ years of relevant tax experience in public accounting, or a combination of corporate tax and public accounting
Current and valid CPA (Certified Public Accountant) license
Proficiency in Microsoft Office Suite
Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.
Preferred Qualifications:
Master's Degree in related field
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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.
