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General information

Name
Senior Associate, Tax
Posting Title
Senior Associate, Tax
Ref #
2235742
Date Published
Thursday, September 4, 2025
City
Tempe
State
Arizona
Country
United States
Job Category
Tax
Office
Phoenix AZ (Forvis)
Advertised Location
US-AZ-Phoenix
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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