Support and refine property tax compliance workflows for accuracy and efficiency
Assist in preparing and filing personal property renditions across jurisdictions
Review tax bills and assessments to identify potential savings
Contribute to client engagements involving valuation studies and analyses
Help develop strategies for property tax issues through research and collaboration
Act as a resource to peers, sharing technical knowledge
Build relationships with clients and stakeholders to support SALT objectives
Benefits
Collaborative team environment
Opportunities for professional development
Access to advanced tax research tools
Engagement with diverse client portfolios
Focus on enhancing compliance and identifying tax savings opportunities
Full Job Description
Description & Requirements
The State and Local Tax team is dedicated to helping businesses navigate the complex and ever-changing world of state and local taxation. With deep technical expertise and a client-focused approach, the team provides strategic insights and hands-on support across key SALT areas-including income and franchise tax, sales and use tax, property tax, unclaimed property, and credits and incentives. Their goal is to help clients minimize risk, enhance compliance, and identify meaningful opportunities for tax savings.
What You Will Do:
Support and refine property tax compliance workflows, including calendar tracking and fixed asset reconciliation, with attention to accuracy and efficiency
Assist in the preparation and filing of personal property renditions across multiple jurisdictions, coordinating with team members and contributing to process consistency
Review tax bills and assessments to identify potential savings and support appeal efforts under supervision
Contribute to client engagements involving valuation studies, obsolescence analyses, and duplicate assessment reviews, with guidance from senior staff
Help develop strategies to address property tax issues and improve compliance outcomes through research and collaboration
Act as a resource to peers, sharing technical knowledge and supporting team learning initiatives
Build relationships with clients and stakeholders, offering insights that support broader SALT objectives and project success
Minimum Qualifications:
Bachelor's degree in Accounting, Taxation or related field
2+ years of experience in public accounting tax, property tax, or SALT
Proficiency with Microsoft Office Suite
Preferred Qualifications:
Master's Degree in Accounting, Taxation, or a related field
Exposure to tax research platforms (CCH, RIA, BNA) or similar tools.
Current and valid CPA, ASA, CMEA, CMI - Property Tax (from IPT) certification, or hold a JD or LLM
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.
