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Senior Associate, Assurance

2 weeks ago

Charlotte, NC, United States Forvis Mazars Full time
Description & Requirements

The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements.

What You Will Do:

  • Perform detailed audit procedures over various income statement and balance sheet accounts
  • Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting, compliance with regulatory standards, and the identification of discrepancies or risks
  • Deliver exceptional client service that exceeds expectations through timely, unmatched support while cultivating strong relationships as a trusted advisor and partner in their success
  • Collaborate proactively with key client management to identify issues and recommend practical solutions.
  • Take ownership of assigned tasks by organizing workflows, monitoring progress, and ensuring timely completion within budget and scope to consistently deliver high-quality outcomes
  • Utilize technology tools effectively and demonstrate a commitment to process improvement through innovation.
  • Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge
  • Support the proposal process for prospective clients by contributing insights and helping articulate the firm's capabilities and areas of expertise
  • Collaborate on Forvis Mazars-sponsored technical publications and contribute to internal learning and development sessions to share knowledge and foster team growth
  • Represent the firm at campus recruiting events, engaging with top-tier university talent to promote the company's brand, share career opportunities, and support early talent acquisition initiatives
Minimum Qualifications:
  • Bachelor's Degree in Accounting or related field
  • 2+ years of relevant audit experience
  • Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy.
  • Proficiency in Microsoft Office Suite
  • Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.
Preferred Qualifications:
  • Master's Degree in related field
  • Current and valid CPA (Certified Public Accountant) license
  • Experience with Caseware software for financial reporting and audit documentation

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