Tax Senior Associate

3 days ago


Nashville, Tennessee, United States FORVIS Full time
Job Title: Tax Senior Associate | Private Client

Join Forvis Mazars' Private Client team as a Tax Senior Associate and contribute to providing sophisticated tax compliance, consulting, and planning services to high-net-worth individuals, families, and fiduciaries.

About the Role:

As a trusted advisor, you will serve as a member of various client service teams and possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies, and charitable entities.

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 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 engagement teams' efforts
  • Proficiently use technology tools in regular assignments and demonstrate a commitment to improving work processes
  • 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:

At Forvis Mazars, we value dedication to client service, excellent supervisory and time management skills, effective communication and listening skills, and a commitment to improving work processes.

We are looking for individuals who can build a community of external advisors and network to expand business opportunities and client relationships.


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