Tax Senior Associate

3 months ago


McLean, United States FORVIS Full time
Description & Requirements

As a Forvis Mazars Tax Senior, you will have the opportunity to lead and develop a team in tax, while also providing an unmatched client experience. If you have experience with tax advisory services, tax compliance, and tax provision to a diversified client base, this is the position for you

How you will contribute:
  • Provide tax compliance and advisory services to clients in the investment management industry including, but not limited to: hedge funds, private equity funds, and energy funds
  • Help develop, build, and manage client relationships
  • Assist in managing, developing, and coaching professional tax personnel
  • Review returns prepared by tax staff
  • Effectively delegate responsibilities, monitoring efforts of engagement teams
  • Research complex tax issues, apply findings to projects, and clearly communicate those findings in writing to the client
  • Maintain frequent communication with client management/personnel and consistently sell additional services provided by the firm
  • Have a disciplined approach that is reasonably successful in attracting new clients and developing referral sources
We are looking for people with Forward Vision and:
  • Extensive technical tax and accounting knowledge
  • High-level analytical and reasoning skills
  • Ability to work efficiently under pressure and against client deadlines
  • Effective verbal and written communication skills
  • Attention to detail without losing sight of the big picture
  • Experience managing multiple client engagements
  • Excellent client relationship and time management skills
Minimum Qualifications:
  • Bachelor's degree in accounting, finance, or a related field from an accredited college/university
  • 1-5 years of relevant tax experience providing tax compliance and advisory services in public accounting or with a professional services or consulting firm
  • CPA license or have secured the educational requirements to satisfy the 150-credit hour requirement necessary to obtain a CPA license.
Preferred Qualifications:
  • Experience providing tax compliance and advisory services within the investment management industry (i.e. hedge funds, private equity funds, energy funds, real estate funds, fund of funds)
  • Partnership taxation
  • Proficiency with MS Office suite- Word, Excel, and PowerPoint

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