Senior Associate II, Tax - Private Client

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 :

Preferred Qualifications :

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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