Firm & Partner Tax Matters Senior Associate

Forvis Mazars US; Des Moines (IA); On-site; USD 60,000 - 85,000; Full time

Job summary

Forvis Mazars US in Des Moines, Iowa is seeking a Tax Preparation Specialist to provide comprehensive tax services related to partner tax matters. Responsibilities include reviewing individual partner tax returns, supporting team training, and ensuring compliance with tax laws.

The ideal candidate holds a Bachelor's in Accounting with 3+ years of experience in tax preparation and a current CPA is preferred. This role requires strong attention to detail and sound judgment in tax planning strategies.

Qualifications

• Bachelor's Degree in Accounting required.
• 3+ years of relevant tax preparation experience.
• Current and active CPA preferred.
• Experience in public accounting is preferred.

Responsibilities

• Review individual partner income tax returns, including federal and multi-state filings.
• Support training and development of team members.
• Assist with tracking processes and e-filing of individual partner returns.
• Stay current on federal and state tax laws.
• Apply sound judgment in tax planning strategies.
• Provide support in preparing federal partnership and multi-state tax returns.
• Prioritize and manage multiple tasks effectively.

Skills

Tax preparation

Accounting principles

Knowledge of federal and multi-state tax laws

Judgment in tax planning

Education

Bachelor's Degree in Accounting

Master's Degree

Tools

Tax software

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.