Forvis

Senior Associate, Tax - 2236812

Forvis • $85K — $121K *
Seattle, WA 98115In-Person
Legal & Accounting
Less than 5 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting, Taxation, or related field
  • 2+ years of relevant tax experience in public accounting or a mix of corporate tax and public accounting
  • Eligibility to sit for the CPA exam
  • 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
  • Collaborate with client management to identify issues and recommend solutions
  • Organize workflows and monitor progress to ensure timely task completion
  • Utilize technology tools for process improvement
  • Complete Continuing Professional Education (CPE) requirements
  • Support the proposal process by contributing insights
  • Represent the firm at campus recruiting events

Benefits

  • Opportunities for professional development and CPE
  • Engagement in innovative technology tools and process improvement initiatives
  • Involvement in technical publications and internal learning sessions
  • Flexibility in travel for client and organizational needs
  • Participation in campus recruiting and brand promotion activities
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

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

#LI-KA1

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
Information Technology
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Forvis

More Legal & Accounting Jobs

Find similar Senior Associate, Tax - 2236812 jobs:

NationwideSeattle, WA