Tax - Senior Associate - Private Client

Davita Inc.; Indianapolis (IN); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading company in the tax advisory sector is seeking a Tax - Senior Associate - Private Client to provide tax compliance and consulting services to high-net-worth individuals and families. With responsibilities including client relationship management and staff development, this role requires a strong background in accounting or law, and a dedication to client service. The company offers a dynamic work environment and professional growth opportunities.

Qualifications

• 3-5 years or more of related experience in public accounting, law firm, or trust department.
• Experience managing multiple client engagements.

Responsibilities

• Providing tax compliance and tax advisory services to individuals and organizations.
• Assisting with managing and coaching professional tax staff.

Skills

Client service dedication

Supervisory skills

Communication skills

Problem-solving skills

Education

Bachelor or graduate degree in accounting, finance, or related field

CPA license or J.D. degree and bar admission

Job description

General information

Name

Tax - Senior Associate - Private Client

Posting Title

Tax - Senior Associate - Private Client

Ref #

2235099

Date Published

Friday, June 13, 2025

City

Indianapolis

State

Indiana

Country

United States

Job Category

Tax

Office

Indianapolis IN (Forvis)

Advertised Location

US-IN-Indianapolis

Working time

Full Time

Description & Requirements

Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your ability to help clients grow, preserve and protect wealth. The Private Client Tax Senior Associate serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. 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.

How you will contribute:

• 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

We are looking for people who have Forward Vision and:

• Dedication to client service
• Excellent supervisory and time management skills
• Exhibit effective communication and listening skills enhancing problem-solving and communication for client, team, and operational performance
• Built a community of external advisors with which to network

Minimum Qualifications:

• 3-5 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

#LI-IND

#LI-JB1