Tax Senior Associate – Trusts & Estates Position Available In Montgomery, Pennsylvania

Tax Senior Associate

• Trusts & Estates Forvis Mazars, LLP parental leave, flex time, 401(k) United States, Pennsylvania, Fort Washington Jun 16, 2025 General information Name
  Tax
• Senior Associate
• Trusts & Estates
  Posting Title
  Tax Senior Associate
• Trusts & Estates
  Ref #
  2234940
  Date Published
  Friday, April 25, 2025
  City York
  State York
  Country
  United States
  Job Category
  Tax
  Office York NY (MUSA)
  Advertised Location
  US-NJ-Iselin, US-NY-Long Island, US-NY
• York, US-PA-Fort Washington
  Working time
  Full Time Description & Requirements How you will contribute:
  Manage a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies and small business clientele
  Act as technical reviewer of all individuals, estate, gift, and trust tax returns and tax research projects prepared by associates and seniors in a high volume, fast paced environment
  Supervise tax associates and seniors including participation in their training and growth.

Prepare advanced estate planning projects for unique client situations
Manage the workflow, including proper delegation to staff according to their experience, and coordination with senior managers and partners on all phases of the engagement
Proactive effort to develop new business with both current and prospective clients
Delegate work to staff according to their experience and capabilities in conformance with the planning documents described above
Provide overall leadership, supervision, training, and performance feedback to staff
Review the tax working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the engagement letter
Review trust documents and prepare a trust summary document to assist with trust administration
We are looking for people who have

Forward Vision and:

Experience managing multiple client engagements
A keen sense of ownership for delivering ultra-responsive Client Service
Excellent supervisory, team building, and time management skills

Minimum Qualifications:

Bachelor’s degree in accounting, finance, or related field
Proficiency in Microsoft Office Suite
A minimum of 2 years of servicing high net worth clients, with complex investments and succession planning strategies
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
Experience with CCH Axcess
#LI-ISELIN, #LI-LINY, #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)
$ 68,400
NY Maximum Salary (USD)
$ 120,000 Jersey Wage Transparency Pursuant to Jersey’s Pay Transparency Law, the salary range displayed is for the Jersey 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.
NJ Minimum Salary (USD)
$ 68400
NJ Maximum Salary (USD)
$ 120000