Senior Associate, Tax - Private Client

Description & Requirements

The Private Client team helps high-net-worth individuals and multigenerational families manage financial complexity with confidence. Through a holistic approach that integrates wealth management, tax planning, and family office services, Forvis Mazars delivers personalized strategies aligned with each client's goals-ensuring peace of mind and long-term financial well-being

What You Will Do

• Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations
  
  
• 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 initiative
  
  
  
  

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
  
  
• 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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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)

$ 82,700

NY Maximum Salary (USD)

$ 121,220

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)

$ 82700

NJ Maximum Salary (USD)

$ 121220