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Tax Senior Associate | Private Client

2 months ago

Nashville, Tennessee, United States Forvis Mazars, LLP Full time
About the Role

We are seeking a highly skilled Tax Senior Associate to join our Private Client team at Forvis Mazars, LLP. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.

Key Responsibilities
  • Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations
  • Develop, build, and manage client relationships as part of the proposal process
  • Participate in networking activities to further expand business opportunities and client relationships
  • Maintain functional expertise and understanding of a client's business or family structure to address client concerns and challenges
  • Assist with managing, developing, and coaching professional tax staff
  • Review and manage projects prepared by tax associates and seniors
  • Effectively delegate responsibilities to others, monitor efforts of engagement teams
  • Proficiently use technology tools in regular assignments and demonstrate a commitment to improving work processes through the use of technology
  • Successfully research complex tax issues, apply findings to projects, and clearly communicate those findings in writing
Requirements
  • 3-5 years or more of related experience in public accounting, law firm, or trust department
  • Bachelor or graduate degree in accounting, finance, or related field
  • CPA license or J.D. degree and bar admission
  • Experience managing multiple client engagements
What We Offer

We are committed to providing our employees with a dynamic and supportive work environment. As a Tax Senior Associate, you will have the opportunity to work with a talented team of professionals and contribute to the growth and success of our Private Client practice.