Senior Private Client Tax Advisor

Forvis Mazars, LLP; Indianapolis (IN); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Total rewards program

Job summary

Forvis Mazars, LLP in Indianapolis seeks a Senior Associate in Tax for Private Client. You will advise on tax compliance, planning, and wealth strategies for individuals and families, with emphasis on high-net-worth entities.

You will lead client relationships, support team development, and deliver proactive solutions. We value collaboration with wealth planners and Innovation teams, offering a flexible work environment and a robust rewards program as part of our culture.

Qualifications

• 2+ years 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 or graduate degree in accounting, finance, or related field

Job description

Forvis Mazars, LLP in Indianapolis seeks a Senior Associate in Tax for Private Client. You will advise on tax compliance, planning, and wealth strategies for individuals and families, with emphasis on high-net-worth entities.

You will lead client relationships, support team development, and deliver proactive solutions. We value collaboration with wealth planners and Innovation teams, offering a flexible work environment and a robust rewards program as part of our culture.