Firm & Partner Tax Matters Senior Associate

Forvis Mazars US; Appleton (WI); On-site; USD 60,000 - 80,000; Full time

Job summary

Forvis Mazars US in Appleton, Wisconsin is seeking a Tax Preparation Specialist to provide tax services related to partner tax matters. You will review individual partner income tax returns, support team training, and prepare federal and multi-state tax returns. A Bachelor's degree in Accounting and at least 3 years of relevant tax preparation experience are required.

The ideal candidate will have strong knowledge of tax laws and regulations governing partnerships and individuals. Preferred qualifications include a Master's degree and CPA certification.

Qualifications

• 3+ years of relevant experience in tax preparation.
• Master's degree and CPA preferred.
• Public accounting experience is a plus.

Responsibilities

• Review individual partner income tax returns.
• Support training of team members.
• Prepare federal partnership and multi-state tax returns.

Skills

Tax preparation

Attention to detail

Understanding of federal and state tax laws

Education

Bachelor's Degree in Accounting

Job description

This position provides tax preparation services related to partner tax matters. Work includes preparation of work papers, tax returns, responding to tax notices and related tax administration matters and service to the Partners of Forvis Mazars.

What You Will Do

• Review individual partner income tax returns, including federal and multi-state filings, tax projections, and responses to notices and inquiries throughout the year.
• Support training and development of team members to ensure accurate and efficient preparation of partner tax returns.
• Assist with tracking processes and e-filing of individual partner returns.
• Stay current on federal and state tax laws and regulations affecting partnerships and individuals.
• Apply sound judgment in tax planning strategies for individual partners.
• Provide support in preparing federal partnership and multi-state tax returns and related workpapers for the firm and affiliated entities.
• Prioritize and manage multiple tasks to ensure timely and effective completion of responsibilities.

Minimum Qualifications

• Bachelor's Degree in Accounting
• 3+ years of relevant experience in tax preparation

Preferred Qualifications

• Master's Degree
• Current and active CPA (Certified Public Accountant)
• Public Accounting experience

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. 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 any unsolicited referrals, resumes or CVs 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 recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.