What are the responsibilities and job description for the Senior Associate, Tax - Private Client position at Forvis Mazars, LLP?
General information
Name
Senior Associate, Tax
Posting Title
Senior Associate, Tax - Private Client
Ref #
2235702
Date Published
Wednesday, August 27, 2025
City
Salt Lake City
State
Utah
Country
United States
Job Category
Tax
Advertised Location
US-UT-Salt Lake City
Working time
Full Time
Description & Requirements
The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support through change, growth, and opportunity.
What You Will Do:
- Provide tax compliance and advisory services to individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
- Deliver exceptional client service that exceeds expectations through timely, unmatched support while cultivating strong relationships as a trusted advisor and partner in their success
- Collaborate proactively with key client management to identify issues and recommend practical solutions.
- Take ownership of assigned tasks by organizing workflows, monitoring progress, and ensuring timely completion within budget and scope to consistently deliver high-quality outcomes
- Utilize technology tools effectively and demonstrate a commitment to process improvement through innovation.
- Complete Continuing Professional Education (CPE) requirements to maintain technical proficiency and industry knowledge.
- Support the proposal process for prospective clients by contributing insights and helping articulate the firm's capabilities and areas of expertise.
- Collaborate on Forvis Mazars-sponsored technical publications and contribute to internal learning and development sessions to share knowledge and foster team growth
- Represent the firm at campus recruiting events, engaging with top-tier university talent to promote the company's brand, share career opportunities, and support early talent acquisition initiatives
Minimum Qualifications:
- Bachelor's Degree in Accounting, Taxation or related field
- 2 years of relevant tax experience in public accounting, or a combination of corporate tax and public accounting
- Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy.
- Proficiency in Microsoft Office Suite
- Ability to work a hybrid schedule, typically averaging three days per week in the assigned office
- Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays
Preferred Qualifications:
- Master's Degree in related field
- Current and valid CPA (Certified Public Accountant) license
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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.
