Senior Associate ll, Tax - 2236800

Forvis Mazars

$75K — $95K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting, Taxation or related field
  • 3.5+ years of relevant tax experience in public accounting or corporate tax
  • 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 to individuals, partnerships, and corporations
  • Deliver exceptional client service that exceeds expectations
  • Collaborate proactively with key client management to identify issues and recommend solutions
  • Take ownership of assigned tasks to ensure timely completion within budget
  • Utilize technology tools effectively for process improvement
  • Support the proposal process for prospective clients
  • Mentor and support junior staff to foster professional development

Benefits

  • Continuing Professional Education (CPE) opportunities
  • Engagement with top-tier university talent at recruiting events
  • Collaboration on technical publications
  • Opportunities for knowledge sharing and team growth
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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