Senior Private Client Tax Advisor

Forvis-Mazars; Indianapolis (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

Forvis Mazars, LLP is seeking a Private Client Tax Senior Associate to serve as trusted advisor on taxation compliance and consulting for individuals, families, fiducaries, and more. You will participate in client development and team management and conduct research to be current as a subject matter expert.

The Private Client Tax Senior Associate will also participate in client development and team management and conduct research to be current as a subject matter expert.

Qualifications

• 2 years or more of related experience in public accounting, law firm, or trust department
• Bachelor or graduate degree in accounting, finance, or related field
• CPA license or J.D. degree and bar admission
• Experience managing multiple client engagements

Responsibilities

• Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations
• Developing, building, and managing client relationships as part of the proposal process
• Participating in networking activities to further expand business opportunities and client relationships
• As a highly impactful team member, maintaining functional expertise and understanding of a client’s business or family structure is essential to addressing client concerns and challenges
• Assisting with managing, developing, and coaching professional tax staff
• Reviewing and managing projects prepared by tax associates and seniors
• 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

Education

Bachelor's degree in accounting, finance, or related field

CPA license or J.D. degree and bar admission

Job description

Forvis Mazars, LLP is seeking a Private Client Tax Senior Associate to serve as trusted advisor on taxation compliance and consulting for individuals, families, fiducaries, and more. You will participate in client development and team management and conduct research to be current as a subject matter expert.

The Private Client Tax Senior Associate will also participate in client development and team management and conduct research to be current as a subject matter expert.