Forvis

Senior Associate, Tax - 2236680

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

Qualifications

  • Bachelor's Degree in Accounting, Taxation, or related field
  • 2+ years of tax experience in public accounting or corporate tax
  • Eligibility to sit for CPA exam per state requirements
  • 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 while cultivating strong relationships
  • Collaborate with client management to identify issues and recommend solutions
  • Organize workloads and monitor progress for timely delivery of tasks
  • Utilize technology tools and commit to process improvement
  • Complete Continuing Professional Education (CPE) requirements
  • Support the proposal process for prospective clients
  • Engage in recruiting events to promote the firm's brand and opportunities

Benefits

  • Hands-on client work and exposure to complex tax engagements
  • Collaborative, people-first culture
  • Opportunities for professional growth and development
  • Supportive environment for continuing education
  • Involvement in internal learning and development sessions
Full Job Description
Description & Requirements

Forvis Mazars is growing in Minneapolis, and we're looking for a Tax Senior Associate ready to grow with us. This role offers hands-on client work, exposure to complex tax engagements, and the opportunity to build your career in a collaborative, people-first culture.

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
  • 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

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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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