Forvis Mazars, LLP
Senior Associate II, Tax - Private Client
Forvis Mazars, LLP, Boston, Massachusetts, us, 02298
Senior Associate II, Tax - Private Client
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 remain a current subject‑matter expert.
What You Will Do:
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
Maintaining functional expertise and understanding of a client’s business or family structure to address 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 and monitoring engagement team efforts
Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through technology
Researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
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
Preferred Qualifications:
Dedication to client service
Excellent supervisory and time‑management skills
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
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): $100,000
MA Maximum Salary (USD): $147,000
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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 remain a current subject‑matter expert.
What You Will Do:
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
Maintaining functional expertise and understanding of a client’s business or family structure to address 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 and monitoring engagement team efforts
Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through technology
Researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
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
Preferred Qualifications:
Dedication to client service
Excellent supervisory and time‑management skills
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
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): $100,000
MA Maximum Salary (USD): $147,000
#J-18808-Ljbffr