Tax - Senior Associate - Private Client
ForvisAbout the role
General information
Name Tax - Senior Associate - Private Client Posting Title Tax - Senior Associate - Private Client Ref # 2234491 Date Published Friday, January 31, 2025 City Indianapolis State Indiana Country United States Job Category Tax Office Indianapolis IN (Forvis) Advertised Location US-IN-Indianapolis Working time Full TimeDescription & Requirements
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 be current as a subject matter expert.
How you will contribute:
- 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
- As a highly impactful team member, maintaining functional expertise and understanding of a client’s business or family structure is essential to addressing clie
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s