Firm & Partner Tax Matters Senior Associate

Forvis Mazars, LLP; Charleston (WV); On-site; USD 60,000 - 90,000; Full time

Job summary

Forvis Mazars, LLP is seeking a Firm & Partner Tax Matters Senior Associate to provide tax preparation services related to partner tax matters. Key responsibilities include reviewing partner income tax returns and assisting in tracking processes. Candidates should have a Bachelor's degree in Accounting and at least 3 years of relevant experience.

This position requires strong knowledge of federal and state tax laws and excellent organizational skills to manage multiple tasks effectively, delivering timely results.

Qualifications

• 3+ years of relevant experience in tax preparation.
• Current and active CPA (Certified Public Accountant) preferred.

Responsibilities

• Review individual partner income tax returns.
• Support training and development of team members.
• Track processes and e-file individual partner returns.
• Stay current on tax laws and regulations.
• Apply sound judgment in tax planning strategies.
• Prepare federal partnership and multi-state tax returns.
• Manage multiple tasks effectively.

Skills

Tax preparation

Attention to detail

Knowledge of federal and state tax laws

Education

Bachelor's Degree in Accounting

Master's Degree

Tools

Tax software

Job description

Job Title

Firm & Partner Tax Matters Senior Associate

Location

Dallas, Texas, United States

Working Time

Full Time

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.