Tax Senior Associate | Nonprofit
3 weeks ago
As a Tax Senior Associate at FORVIS, you value working closely with others to plan for the future and to help a variety of nonprofit organizations avoid surprises, coordinate tax strategies, and grow. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses and industries.
If relationships are important to you and you identify with the People First culture at FORVIS, we would like to hear from you
How you will contribute:
- Provide tax compliance, tax provision, and tax advisory services to tax-exempt organizations with an emphasis on higher education institutions, associations, healthcare entities, social service organizations, and grant-making foundations including private foundations. Assisting in supervising, developing, and coaching professional tax staff
- Helping to develop and manage client relationships
- Providing timely and unmatched client service and exceeding client expectations
- Representing FORVIS in the marketplace at networking events
- Participating in the proposal process for potential new clients
- Participating in campus recruiting initiatives and programs
- Contributing to FORVIS-sponsored technical guidance for internal and external publications and to internal learning and development sessions
- Working with your team to assign projects and resolve scheduling conflicts
- Relevant progressive experience in public accounting or a combination of corporate tax and experience in public accounting
- A strong sense of ownership for delivering high-quality service to clients and experience servicing multiple client engagements
- Excellent supervisory, team-building, and time-management skills
- Ability to work well with a team as well as independently
- Excellent verbal and written communication skills
- A solution-finding attitude
- Willingness to take initiative
- Precise attention to detail
- Ability to work under pressure and against target dates
- Bachelor's degree in accounting, finance, or related field
- 3-5 years of experience working with 990 forms
- Proficiency in Microsoft Office Suite
- A minimum of 2 years of relevant progressive tax experience in public accounting or a combination of corporate tax and public accounting experience
- CPA license or have secured the educational requirements to satisfy the 150-credit hour requirement necessary to obtain a CPA license.
- Master's degree in Accounting, Taxation, Law degree, or a related field
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