Tax Senior Associate

3 weeks ago


Bloomington, Illinois, United States FORVIS Full time

Forvis Tax Senior Associate Opportunity

We are seeking a skilled Tax Senior Associate to join our team in providing exceptional tax compliance and advisory services to clients in the investment management industry.

Responsibilities:

  • Provide tax compliance and advisory services to clients in the investment management industry, including hedge funds, private equity funds, and energy funds.
  • Develop and manage client relationships to drive business growth and client satisfaction.
  • Manage, develop, and coach professional tax personnel to ensure high-quality service delivery.
  • Review tax returns prepared by tax staff and delegate responsibilities effectively.
  • Research complex tax issues, apply findings to projects, and communicate results clearly to clients.
  • Maintain frequent communication with client management and personnel to sell additional services provided by Forvis.

Requirements:

  • 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.

Preferred Qualifications:

  • Experience providing tax compliance and advisory services within the investment management industry.
  • Partnership taxation expertise.
  • Proficiency with MS Office suite, including Word, Excel, and PowerPoint.

Minimum Qualifications:

  • Bachelor's degree in accounting, finance, or a related field.
  • 1-5 years of relevant tax experience in public accounting or with a professional services or consulting firm.
  • CPA license or educational requirements to satisfy the 150-credit hour requirement.

About Forvis:

Forvis is a leading professional services firm dedicated to delivering exceptional tax compliance and advisory services. We are committed to providing our clients with forward-thinking solutions and exceptional client service.



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