Tax Senior Associate
3 weeks ago
As a Tax Senior Associate at Forvis, you will play a key role in helping successful companies and their owners navigate complex tax strategies and avoid surprises. You will work closely with your team to plan for the future, coordinate tax strategies, and grow. Your authentic support and regular communication with clients will help you understand their businesses and industries.
Key Responsibilities
- Providing tax compliance, tax provision, and tax advisory services to pass-through and C-corporation entities with an emphasis on companies operating in the manufacturing and distribution, construction and real estate, professional services and technology, and financial institutions industries
- Assisting in supervising, developing, and coaching professional tax staff
- Helping to develop and manage client relationships
- Providing timely and unmatched client service, 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
Requirements
- 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
- Proficiency in Microsoft Office Suite
Qualifications
- Bachelor's degree in accounting, finance, or related field
- 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
Preferred Qualifications
- Master's degree in Accounting, Taxation, Law degree or a related field
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