Tax Senior Associate ll | Private Client

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2232280

Position Title:

External Description: Description & Requirements

Forvis Mazars Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs.

The Tax Senior Associate ll serves as a trusted advisor and member of various client service teams. You must possess significant knowledge of tax compliance and consulting related to individual, partnership, trust, estate, and gifts for high net-worth clients. You will also participate in client development, team management, and conduct research to be current as a tax professional. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses and industries.

If relationships are important to you and you identify with the People First culture at Forvis Mazars, we would like to hear from you!

How you will contribute:

• Providing tax compliance and tax advisory services to individuals, trusts, and estates with an emphasis on sophisticated individual, fiduciary, gift, and estate tax matters
• Assisting with developing, building, and managing existing client relationships
• Participating in networking activities to further expand business opportunities and client relationships as part of the proposal process
• Assisting in managing, developing, and coaching professional tax staff
• Reviewing returns prepared by tax interns, associates and senior associates - level l
• Effectively delegating responsibilities to others, monitoring efforts of engagement teams
• Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
• Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing

We are looking for people with Forward Vision and:

• Dedication to providing an unmatched client experience
• A strong sense of ownership for delivering high-quality service to clients and experience servicing multiple client engagements
• An ability to maintain functional expertise and understanding of a client's business or family structure, which is essential to addressing client concerns, challenges, and opportunities
• Excellent supervisory and time management skills
• The ability to exhibit effective communication and listening skills to enhance problem-solving for our clients, team, and operational performance

Minimum Qualifications:

• Bachelor's or graduate degree in accounting, finance, or related field
• A minimum of 3 years of relevant progressive tax experience in public accounting
• CPA license required
• Experience managing multiple client engagements

#LI-NOR, #LI-RICH

#LI-KB1 #LI-JB2

City: Richmond

State: Virginia

Community / Marketing Title: Tax Senior Associate ll | Private Client

Location_formattedLocationLong: Richmond, Virginia US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.