Senior Associate, Tax - Insurance

Senior Associate, Tax

The Insurance 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 Insurance industry clients.
• 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 :

Preferred Qualifications :

FORVIS, LLP is an equal opportunity / affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.