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General information

Name
Senior Associate, Tax
Posting Title
Senior Associate, Tax
Ref #
2235980
Date Published
Thursday, October 23, 2025
City
Charlotte
State
North Carolina
Country
United States
Job Category
Tax
Advertised Location
US-NC-Charlotte
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, tax provision, and tax advisory services to pass-through and C-corporation entities 
  • 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 
  • 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   
  • Experience with OneSource Tax products
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