Forvis

Senior Associate, Tax - Large Corp

Forvis • $70K — $95K *
Charlotte, NC 28269In-Person
Legal & Accounting
Less than 5 years of experience
More than 3 months 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 in a corporate tax role
  • Eligibility to sit for CPA exam based on state board requirements
  • Proficient in Microsoft Office Suite
  • Ability to work a hybrid schedule, averaging three days per week in office
  • Flexibility to travel for client engagements and meetings

Responsibilities

  • Provide tax compliance, tax provision, and tax advisory services to various entities
  • Deliver exceptional client service and support tailored to client goals
  • Collaborate with client management to recognize issues and propose solutions
  • Organize workflows and monitor task completion to ensure quality outcomes
  • Utilize technology tools for process improvement and innovation
  • Complete Continuing Professional Education (CPE) to maintain industry knowledge
  • Assist in proposal processes and contribute to firm capabilities articulation
  • Engage at campus recruiting events to promote the firm's brand and opportunities

Benefits

  • Opportunity for professional development through CPE
  • Collaborative and innovative team environment
  • Contribution to technical publications and internal learning sessions
  • Flexibility of a hybrid work schedule
  • Involvement in early talent acquisition initiatives
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, tax provision, and tax advisory services to pass-through and C-corporation entities
  • 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 initiative

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
  • Ability to work a hybrid schedule, typically averaging three days per week in the assigned office
  • 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
  • Experience with OneSource Tax products

#LI-CLTSP

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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
Information Technology
* Ladders Estimates

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