Tax Senior Associate

2 weeks ago


San Antonio, Texas, United States FORVIS Full time
About the Role

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

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
About Forvis

Forvis is a professional services firm providing assurance, tax, and advisory services. We are committed to delivering Unmatched Client Experiences and are driven by our forward vision. With 5,500 dedicated professionals serving clients in all 50 states and across the globe, we are ranked among the top 10 public accounting firms in the country.

We are an equal opportunity/affirmative action employer and are committed to creating a best-in-class employee experience. We value the backgrounds and talents of all our people and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.



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