What are the responsibilities and job description for the Practice Management Lead - Tax Specialty position at Forvis Mazars US?
Description & Requirements
In this position, you will look support our entire Tax Specialty team. As a Practice Management Lead, you will be primarily responsible for supporting the STAR Practice Management system. You will assist with user support and data/report requests from Firm partners and employees by delivering reliable, high-quality email and phone support, data analytics, and custom reporting from the STAR Practice Management system.
What You Will Do
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm's 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.
Forvis Mazars, 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, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.
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)
$ 45900
IL Maximum Salary (USD)
$ 76500
In this position, you will look support our entire Tax Specialty team. As a Practice Management Lead, you will be primarily responsible for supporting the STAR Practice Management system. You will assist with user support and data/report requests from Firm partners and employees by delivering reliable, high-quality email and phone support, data analytics, and custom reporting from the STAR Practice Management system.
What You Will Do
- Monitor daily for data integrity opportunities by executing existing and new SQL exception queries
- Oversee daily activities of the PM Support inbox, monitor end user requests ensuring consistent data integrity guidelines are followed and communicated to users, and are of a nature consistent with the Firm's policies, procedures, and culture
- Weekly collect and review timesheets and expense entries and file expense receipts timely
- Daily/Weekly/Monthly monitor for employee FTO usage
- Demonstrate the highest degree of professional standards and strict confidentiality in matters that require discretion
- Provide training to Practice Data Specialist Is and IIs to facilitate career development
- Assign/monitor work to Practice Data Specialist Is and IIs as necessary on behalf of the Practice Management Manager
- Complete special projects as assigned
- High school diploma or equivalent required, associate degree or higher preferred
- 3 years or more of experience in a similar role
- Expert-level proficiency in Microsoft Word, Excel (Functionality, formulas),Outlook, PowerPoint,and Adobe
- Ability to learn and apply accounting reporting principles is desired
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm's 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.
Forvis Mazars, 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, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.
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)
$ 45900
IL Maximum Salary (USD)
$ 76500
Salary : $45,900 - $76,500