Senior Private Client Tax Advisor

Forvis Mazars US; Indianapolis (IN); On-site; USD 70,000 - 100,000; Full time

Job summary

Forvis Mazars US is seeking a Private Client Tax Senior Associate to provide tax compliance, consulting, and planning for individuals, families, and estates. You will join client service teams and work with CPAs, JDs, and wealth planners.

This role emphasizes building client relationships, managing engagements, and mentoring tax staff while staying current on tax laws. A CPA or JD is required along with relevant experience and a degree in accounting or finance.

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 or graduate degree in accounting, finance, or related field

CPA license or J.D. degree and bar admission

Job description

Forvis Mazars US is seeking a Private Client Tax Senior Associate to provide tax compliance, consulting, and planning for individuals, families, and estates. You will join client service teams and work with CPAs, JDs, and wealth planners.

This role emphasizes building client relationships, managing engagements, and mentoring tax staff while staying current on tax laws. A CPA or JD is required along with relevant experience and a degree in accounting or finance.