Tax Senior Associate
3 weeks ago
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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