What are the responsibilities and job description for the Firm & Partner Tax Matters Lead position at Forvis Mazars, LLP?
General information
Name
Firm & Partner Tax Matters Lead
Posting Title
Firm & Partner Tax Matters Lead
Ref #
2236149
Date Published
Monday, December 8, 2025
Close Date
03/06/2026
Job Category
Internal Firm Services
Advertised Location
US-Remote
Working time
Full Time
Description & Requirements
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
- Lead training and development of team members to ensure accurate and efficient preparation of partner tax returns.
- Lead tracking processes and e-filing of individual partner returns.
- Stay current on federal and state tax laws and regulations affecting partnerships and individuals.
- Develop 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
- 4 years of relevant experience in tax preparation
Preferred Qualifications:
- Master's Degree
- Current and active CPA (Certified Public Accountant)
- Public Accounting experience
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Colorado's Equal Pay for Equal Work Act (SB 19-085)
Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
Colorado Salary Range:
CO Minimum Salary (USD)
$ 85,000
CO Maximum Salary (USD)
$ 155,800
New York City Pay Transparency
Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
New York Salary Range:
NY Minimum Salary (USD)
$ 102,000
NY Maximum Salary (USD)
$ 170,000
California Pay Transparency
Pursuant to the pay transparency laws of California, the salary range displayed is for the California market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
California Salary Range:
CA Minimum Salary (USD)
$ 93,500
CA Maximum Salary (USD)
$ 170,000
Los Angeles County and City Fair Chance Ordinance
Los Angeles County and City Fair Chance Ordinance", Forvis Mazars will consider for employment all qualified applicants, including those with criminal histories and conviction records, in a manner consistent with the requirements of applicable state and local laws, including but not limited to the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the LA County Fair Chance Ordinance, and the California Fair Chance Act." Please see the City of Los Angeles Fair Chance Ordinance and the Los Angeles County Fair Chance Ordinance notice for more information.
Maryland Wage Transparency
Pursuant to Maryland's Wage Range Transparency Law, the salary range displayed is for the Maryland market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
MD Minimum Salary (USD)
$ 85000
MD Maximum Salary (USD)
$ 155800
Massachusetts Wage Transparency
Pursuant to the Massachusetts' Wage Transparency Act, the salary range displayed is for the Massachusetts market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
MA Minimum Salary (USD)
$ 93500
MA Maximum Salary (USD)
$ 155800
Illinois Wage Transparency
Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
IL Minimum Salary (USD)
$ 85000
IL Maximum Salary (USD)
$ 155800
New Jersey Wage Transparency
Pursuant to New Jersey's Pay Transparency Law, the salary range displayed is for the New Jersey market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
NJ Minimum Salary (USD)
$ 102000
NJ Maximum Salary (USD)
$ 170000
Vermont Wage Transparency
Pursuant to Vermont Act 155, the salary range displayed is for the Vermont market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
VT Minimum Salary (USD)
$ 76500
VT Maximum Salary (USD)
$ 141600
Washington Wage Transparency
Pursuant to Washington's Equal Pay and Opportunities Act, the salary range displayed is for the Washington market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include group health plan benefits such as medical, dental, vision, tax-savings plans, 401(K), profit-sharing contributions, flexible time off, holidays, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
WA Minimum Salary (USD)
$ 85000
WA Maximum Salary (USD)
$ 170000
FORVIS, LLP is an equal opportunity/affirmative action employer. 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, or other protected classifications.