Firm & Partner Tax Matters Senior Associate

Forvis Mazars US; Houston (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

Forvis Mazars US in Houston, Texas is seeking a Tax Preparation Specialist to provide tax preparation services related to partner tax matters. Responsibilities include reviewing partner income tax returns, supporting team training, and ensuring compliance with federal and state tax laws.

The ideal candidate will have a Bachelor's Degree in Accounting and at least 3 years of relevant experience in tax preparation. A Master's Degree and CPA certification are preferred. This position offers a dynamic work environment with opportunities for professional growth.

Qualifications

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

Skills

Tax preparation

Attention to detail

Time management

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.