Senior Associate, Tax – Insurance Position Available In Montgomery, Pennsylvania

Senior Associate, Tax

• Insurance Forvis Mazars, LLP parental leave, flex time, 401(k) United States, Pennsylvania, Fort Washington Jun 19, 2025 General information Name
  Senior Associate, Tax
• Insurance
  Posting Title
  Senior Associate, Tax
• Insurance
  Ref #
  2235014
  Date Published
  Monday, May 19, 2025
  City
  Fort Washington
  State
  Pennsylvania
  Country
  United States
  Job Category
  Tax
  Office
  Philadelphia PA (MUSA)
  Advertised Location
  US-NY
• York, US-PA-Fort Washington
  Working time
  Full Time Description & Requirements As a Tax Senior Associate at Forvis Mazars, you value working closely with others to plan and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow.

You will provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses and industries. If relationships are important to you and you identify with the People First culture at Forvis Mazars, we would like to hear from you!

How you will contribute:

Providing tax advisory services, tax compliance, and tax provision to pass-through and C-corporation entities with an emphasis on Insurance
Assisting in supervising, developing, and coaching professional tax staff
Helping to develop and manage client relationships
Providing timely and unmatched client service and exceeding client expectations
Representing Forvis Mazars in the marketplace at networking events
Participating in the proposal process for potential new clients
Participating in campus recruiting initiatives and programs
Contributing to Forvis Mazars-sponsored technical guidance for internal and external publications and to internal learning and development sessions
Working with your team to assign projects and resolve scheduling conflicts We are looking for people who have

Forward Vision and:

Relevant progressive experience in public accounting or a combination of corporate tax and experience in public accounting
A keen sense of ownership for delivering high-quality service to clients and experience servicing multiple client engagements
Excellent supervisory, team building, and time-management skills
Ability to work well with a team as well as independently
Excellent verbal and written communication skills
A solution-finding attitude
Willingness to take initiative
Precise attention to detail
Ability to work under pressure and against target dates

Minimum Qualifications:

Bachelor’s degree in accounting, finance, or related field
Proficiency in Microsoft Office Suite
A minimum of 2 years of relevant progressive tax experience in public accounting or a combination of corporate tax and public accounting experience
CPA license or have secured the educational requirements to satisfy the 150-credit hour requirement necessary to obtain a CPA license.

Preferred Qualifications:

Master’s degree in Accounting, Taxation, Law degree, or a related field
#LI-NYC, #

LI-FTWASH

#LI-JB2 York City Pay Transparency Pursuant to the pay transparency laws of York State and other local ordinances within the state including (but not limited to) York City, the salary range displayed is for the York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, 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.

York Salary Range:

NY Minimum Salary (USD)
$ 68,000
NY Maximum Salary (USD)
$ 93,500