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  • F

    Manager, Assurance  

    FORVIS LLP
    - Minneapolis
    Apply Now
    Description & Requirements Our Minneapolis office is growing, and we... Read More
    Description & Requirements Our Minneapolis office is growing, and we are looking for an experienced assurance professional to join our team! As an assurance manager, you will leverage the firm's resources to provide an Unmatched Client Experience by bringing credibility to our client's financial picture, communicating information objectively, and providing insight to help clients improve their businesses. The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements. What You Will Do: * Manage the planning and execution of audit engagements, ensuring effective coordination of fieldwork, timely completion of procedures, and adherence to professional standards and client expectations * Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting, compliance with regulatory standards, and the identification of discrepancies or risks * Conduct in-depth research on complex accounting and audit matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports * Review audit workpapers to ensure accuracy, completeness, and compliance with professional standards and firm policies * Engage proactively with senior client stakeholders to identify audit risks, offer insights, and implement practical solutions * Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success * Support client growth and retention through strategic planning and business development * Mentor and manage assurance professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team. * Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements * Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes * Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities Minimum Qualifications: * Bachelor's Degree in Accounting or related field * 5+ years of relevant audit experience * Current and valid CPA (Certified Public Accountant) license * Proficiency in Microsoft Office Suite * Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. Preferred Qualifications: * Master's Degree in related field * Experience with Caseware software for financial reporting and audit documentation #LI-HC1 About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm's 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more. Forvis Mazars, 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, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP. Read Less
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  • F

    Manager, Assurance  

    FORVIS LLP
    - Orlando
    Apply Now
    Description & Requirements The Assurance team delivers independent, o... Read More
    Description & Requirements The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements. What You Will Do: * Manage the planning and execution of audit engagements, ensuring effective coordination of fieldwork, timely completion of procedures, and adherence to professional standards and client expectations * Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting, compliance with regulatory standards, and the identification of discrepancies or risks * Conduct in-depth research on complex accounting and audit matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports * Review audit workpapers to ensure accuracy, completeness, and compliance with professional standards and firm policies * Engage proactively with senior client stakeholders to identify audit risks, offer insights, and implement practical solutions * Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success * Support client growth and retention through strategic planning and business development * Mentor and manage assurance professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team. * Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements * Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes * Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities Minimum Qualifications: * Bachelor's Degree in Accounting or related field * 5+ years of relevant audit experience * Current and valid CPA (Certified Public Accountant) license * Proficiency in Microsoft Office Suite * Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. Preferred Qualifications: * Master's Degree in related field * Experience with Caseware software for financial reporting and audit documentation * Tampa is seeking individuals with Public Sector experience * Orlando is seeking individuals with Healthcare experience * #LI-TPA #LI-CW1 About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm's 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more. Forvis Mazars, 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, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP. Read Less
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  • F

    Manager, Assurance  

    FORVIS LLP
    - Pittsburgh
    Apply Now
    Description & Requirements The Assurance team delivers independent, o... Read More
    Description & Requirements The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements. What You Will Do: * Work with investment companies and registered investment advisors that use fair value accounting, like Private Equity Funds, Hedge Funds, Real Estate Funds, Common Trust Funds, Collective Investment Trusts, Family Offices, etc. * Assist in managing, developing, and coaching professional staff * Accurately complete and review audit engagements in a manner that meets professional technical requirements * Adequately identify audit risks and problems through review to ensure audit engagements are completed with defendable files and documentation * Consistently identify engagement and operating problems and provide timely solutions and consultation * Manage multiple concurrent engagements without disruption or loss of control and within scheduled deadlines * Manage multiple client relationships, billings, and resource needs * Assist with business development and marketing activities by building personal referral sources and clientele while actively participating in team marketing opportunities * Lead audit committee meetings and presentations * Participate in speaking and article-writing opportunities Minimum Qualifications: * Bachelor's Degree in Accounting or related field * 5+ years of relevant audit experience * Current and valid CPA (Certified Public Accountant) license * Proficiency in Microsoft Office Suite * Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. Preferred Qualifications: * Master's Degree in related field * Experience with caseware software for financial reporting and audit documentation * SEC audit experience #LI-PITT #LI-AD1 About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm's 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more. Forvis Mazars, 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, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP. Read Less
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  • F

    Senior Manager, Private Equity Value Creation - Accounting & Finance Transformation  

    FORVIS LLP
    - Charlotte
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    Description & Requirements The Private Equity Value Creation team acc... Read More
    Description & Requirements The Private Equity Value Creation team accelerates operational and financial performance across Private Equity - held portfolio companies through targeted, execution-focused transformation. From optimizing accounting processes to enhancing the use of financial systems and data, the team helps companies scale efficiently and unlock measurable value. By combining deep finance operations expertise with technology-enabled solutions and hands-on implementation, the group improves cash flow, strengthens controls, and drives sustainable profitability-delivering results aligned to each value-creation thesis. What You Will Do: * Lead and oversee multiple complex value-creation engagements for private equity clients, typically focused on accounting process improvement, close cycle time reduction, and enhanced financial and management reporting (e.g. FP&A) initiatives * Serve as a senior trusted advisor and executive-level point of contact, building strong client relationships and providing strategic insight across portfolio companies * Own overall engagement strategy and execution, guiding teams across multiple workstreams while ensuring alignment to the value-creation objectives * Drive end-to-end transformation initiatives, including current-state assessments, gap analyses, and design of scalable future-state solutions across P2P, O2C, and C2R/R2R processes * Provide subject matter leadership across finance operations, including accounting, close optimization, working capital improvements, and technology-enabled process transformation * Liaison with other teams to evaluate, select, and oversee implementation of financial systems and tools (e.g., NetSuite, Dynamics, Sage), ensuring automation, scalability, and strong internal controls * Oversee financial reporting, accounting policy, and internal controls design, ensuring alignment with GAAP and private equity expectations * Guide development of financial models, forecasts, and KPIs, translating insights into actionable recommendations for executive stakeholders and investors * Review and provide oversight of month-end close transformations, including cash-to-accrual conversions and reporting standardization * Deliver executive-level presentations and board-ready materials, including performance insights, operational improvements, and transformation roadmaps * Ensure quality and consistency of all client deliverables, while establishing best practices, methodologies, and repeatable frameworks across engagements * Lead, mentor, and develop high-performing teams, providing coaching, performance feedback, and career development support * Drive business development efforts, including leading proposals, expanding existing client relationships, and identifying cross-selling opportunities across portfolio companies * Contribute to practice growth and strategy, including building intellectual capital, developing offerings, and enhancing delivery methodologies Minimum Qualifications: * Bachelor's degree * 7+ years of relevant experience in public accounting, consulting or industry Preferred Qualifications: * Master's degree in Accounting, Finance, or Business * CPA License or other relevant certification * Prior consulting experience with engagement and client leadership responsibility * Experience working with private equity clients and portfolio companies * User engagement experience with ERP systems (e.g., NetSuite, Microsoft Dynamics, SAP, Sage) * Demonstrated success in assisting with business development and client expansion #LI-ATL, #LI-CHI, #LI-CLTSP, #LI-NYC, #LI-DFW, #LI-TYS #LI-CH2 About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive. What We Offer Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers. Legal Notice Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. 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, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP. New York City Pay Transparency Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New 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. New York Salary Range: NY Minimum Salary (USD) $ 149,300 NY Maximum Salary (USD) $ 229,700 Illinois Wage Transparency Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs. IL Minimum Salary (USD) $ 149300 IL Maximum Salary (USD) $ 229700 Read Less
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  • F

    Report Processing Specialist  

    FORVIS LLP
    - Memphis
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    Description & Requirements The Report Processing Specialist I role is... Read More
    Description & Requirements The Report Processing Specialist I role is responsible for providing assistance to all employees and partners of FORVIS by creating highly detailed documents, proofreading, serving as a gatekeeper during the document approval process and managing workflow with guidance. These documents could be but are not limited to proposals, detailed financial reports, engagement letters, master services agreements, work orders, service level agreements, and client consulting projects, etc. This is a highly detailed position that requires strong adherence to quality control standards. How you will contribute: * Type, format, and finalize documents * Consistently apply FORVIS's Stylebook and Brand Standards Guide to all reports and deliverables * Create and modify Word documents using fillable form fields * Create and modify PDF documents using fillable form fields * Keep electronic files of past work in relation to proofreading and editing * Review reports and deliverables to ensure compliance with FORVIS reporting standards * Proofread documents for accuracy, grammatical correctness and adherence to FORVIS's Stylebook guidelines * Items to proofread and edit include, but aren't limited to, ads, PowerPoint presentations, memos, news releases, manuals and step-by-step instructions, technical articles, email content, blog postings, and website content * Report Review including: * Math checking * Comparison to industry or service line specific guidance * If errors, inconsistencies or discrepancies are found in the document, appropriate action will need to be taken to rectify them, this may involve communicating with the document submitter to clarify information or request corrections * Implement and follow FORVIS's quality control policies, including managing release of audit reports only as authorized by firm policy * Verify proper approval documentation for all final products and navigates risk management procedures when final reports are near completion * Finalize documents in an electronic format such as pdf document or word document and proper filing/organization of those documents * Print documentation and bind for client delivery * Ship/email documentation to appropriate stakeholders * Help keep break rooms presentable by making coffee, restocking coffee supplies and loading/unloading dishwashers, as well as other tasks, as needed * Provide relief for receptionist, as needed * Assist with mailroom and shipping duties, as needed * Assist with printing projects and assist in the finalization of hard-copy deliverables for practice units and Marketing * Facilitate the creation of reporting templates and standards for FORVIS We are looking for people with Forward Vision and: * Strong grammar skills * Knowledge of reporting standards and variances for service lines and industries, applying industry-specific guidelines and terminology * Ability to interact with staff (at all levels) in a fast-paced environment, sometimes under pressure, while remaining flexible, proactive, resourceful, and efficient, with a high level of professionalism * Ability to maintain confidentiality * Strong written communication skills * Attention to detail and strong organizational skills while working under deadlines * Prompt, reliable, and dependable * Pleasant and approachable demeanor with ability to handle interruptions * Willingness to cross train and work as part of a team * A positive attitude and the ability to work in a team environment as well as independently Minimum Qualifications: * High school diploma or equivalent * 0-1 years of related experience Preferred Qualifications: * Associate's degree in a related field * 1-3 years of related experience * Proficiency in Microsoft Word, Excel,Outlook, PowerPoint,and Adobe * Intermediate proofreading and editing skills #LI-MEM #LI-MC1 Read Less
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  • F

    Associate Tax September 2024 | Fort Worth  

    FORVIS LLP
    - Fort Worth
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    Description & Requirements Are you an accounting student striving for... Read More
    Description & Requirements Are you an accounting student striving for CPA eligibility and looking for a full-time opportunity in Tax? At FORVIS, you can use your critical thinking abilities to help clients solve problems or apply your social skills to build rewarding business relationships. You will work with clients from a variety of industries as you develop your technical skills and strengthen the foundation on which you will build your career. You will be coached by our experienced staff and management personnel. As your skill set grows, you will assume greater responsibility and actively participate in determining your career path. How you will contribute: * Working with client personnel to reconcile account differences and analyze financial data * Preparing individual, corporate, partnership, or other tax returns * Calculating tax extension or estimating payments * Participating in client meetings alongside FORVIS partners and managers We are looking for people who have Forward Vision and: * Effective time management * Strong oral and written communication skills * Ability to work well with a team as well as independently * Problem-solving attitude * Willingness to take initiative * Close attention to detail * Ability to work under pressure and against deadlines Minimum Qualifications: * Associate positions require a bachelor's or master's degree in accounting * Associates must be eligible to sit for the CPA exam in the state in which your office will be located * Solid technical accounting knowledge * Proficiency in Microsoft Office Suite Preferred Qualifications: * Prior internships in a public accounting firm performing tax work Applicants for positions with FORVIS must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position. Read Less
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    Senior Associate, Transaction Advisory - SALT M&A  

    FORVIS LLP
    - Charlotte
    Apply Now
    Description & Requirements At Forvis Mazars, our Transaction Services... Read More
    Description & Requirements At Forvis Mazars, our Transaction Services team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced environment and seek variety, we would love to talk to you! The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national resources, they provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy-side and sell-side due diligence, tax due diligence, and transaction structuring ensuring clients are well-informed and positioned for successful outcomes. In this position, you will develop expertise, expand your knowledge and build collaborative relationships within the practice and with clients. Further, you will have meaningful support from firm leadership for substantial professional development and perform state and local tax due diligence. The Transaction Services leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you're interested in learning how we can support your professional and personal goals. What You Will Do: * Advise clients on enhancing state and local tax opportunities and managing state and local tax risk associated with mergers and acquisitions, including post-acquisition actions * Analyze state and local tax risks of target companies using tax returns, accounting information, and interviews with management * Prepare reports correlating state and local tax due diligence and tax structuring findings. * Identify issues affecting purchase price, deal structure, or deal termination * Work closely with executives, investment bankers, private equity and corporate clients, attorneys, or other stakeholders * Support multiple concurrent engagements, ensuring timely delivery of high-quality work across diverse industries and deal sizes. * Partner with cross-functional teams to consistently exceed client expectations and deliver value-added solutions. Minimum Qualifications: * Bachelor's Degree in Accounting, Finance, or a related field * Two (2) years of relevant work experience in state and local tax with a large public accounting or consulting firm * Extensive analytical and project management skills, including the ability to meet deadlines in a fast-paced environment * Experience with corporate and flow-through concepts * Excellent written and verbal communication skills * Ability to develop relationships with both team members and external clients * Proficiency with Microsoft Office, primarily Excel and PowerPoint * Strong current knowledge in state and local income, franchise and indirect tax Preferred Qualifications: * Experience in Transaction Services / M&A Tax * Current and active CPA (Certified Public Accountant) license, or a JD/LLM degree #LI-ATL, #LI-CHI, #LI-CLTSP, #LI-NYC, #LI-HOU, #LI-TYS #LI-JT1 About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive. What We Offer Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers. Legal Notice Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. 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, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP. New York City Pay Transparency Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New 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. New York Salary Range: NY Minimum Salary (USD) $ 99,900 NY Maximum Salary (USD) $ 166,500 Illinois Wage Transparency Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs. IL Minimum Salary (USD) $ 91600 IL Maximum Salary (USD) $ 152600 Read Less
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  • F

    Senior Associate | Private Client  

    FORVIS LLP
    - Houston
    Apply Now
    Description & Requirements FORVIS' Private Client tax advisors provid... Read More
    Description & Requirements FORVIS' 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 Tax Leader | Private Client 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. They 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 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, monitoring efforts of engagement teams * Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology * Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing We are looking for people who have Forward Vision and: * Dedication to client service * Excellent supervisory and time management skills * Exhibit effective communication and listening skills enhancing problem-solving and communication for client, team, and operational performance * Built a community of external advisors with which to network Minimum Qualifications: * 3-5 years or more of related experience in public accounting, law firm, or trust department * Bachelor or graduate degree in accounting, finance, or related field * CPA license or J.D. degree and bar admission * CPA license or have secured the educational requirements to satisfy the 150-credit hour requirement necessary to obtain a CPA license. * Experience managing multiple client engagements #LI-HOU #LI-JB2 Read Less
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  • F

    Manager, Outsourced Family Office Accounting Services  

    FORVIS LLP
    - Chicago
    Apply Now
    Description & Requirements Our Outsourced Family Office Accounting Se... Read More
    Description & Requirements Our Outsourced Family Office Accounting Services team is a trusted partner to ultra-high net-worth individuals and families navigating complex financial and tax reporting demands. Through an aligned focus on people, process, and technology, we help simplify the complexities that come with building and sustaining wealth. From supporting day-to-day transactions to delivering value-driven dashboards, our teams enhance financial transparency and enable better decision-making. What You Will Do: Provide Exceptional Cient Service and Coordinate Work in the following areas * Build and maintain high trust relationships with individuals and families, customizing service offerings to support client needs * Coordinate and execute multiple concurrent client projects, managing priorities and timelines * Oversee full-cycle accounting and ensure timely and accurate reporting * Support the preparation and review of customized dashboards * Deliver virtual and on-site outsourced advisory services * Oversee family office application implementation projects * Drive adoption of innovative tools and platforms that streamline workflows and improve client value * Partner with leadership on proposals and presentations * Facilitate training and professional development for associates and colleagues * Mentor and develop high-performing teams; promote a collaborative, service-first culture Minimum Qualifications * Bachelor's Degree in Accounting, Finance or a related business field * 5+ of experience in public accounting and /or working within the family office industry * Strong familiarity with accounting cycles and processes * Knowledge of accounting for investments * Excellent verbal and written communication skills * Precise attention to detail and commitment to quality * Proficiency in Microsoft Office Suite * Ability to oversee and prioritize multiple projects simultaneously * Strong collaborator with ability to coordinate complex relationships Preferred Qualifications * High emotional intelligence and a strong client-service mindset * Experience with Sage Intacct or similar family office reporting platform * Strong working knowledge of individual and partnership tax * Current and valid CPA license #LI-CHI #LI-JB1 About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive. What We Offer Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers. Legal Notice Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. 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, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP. Illinois Wage Transparency Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs. IL Minimum Salary (USD) $ 108800 IL Maximum Salary (USD) $ 159500 Read Less
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  • F

    Manager, Assurance  

    FORVIS LLP
    - Richmond
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    Description & Requirements The Assurance team delivers independent, o... Read More
    Description & Requirements The Assurance team delivers independent, objective services that bring transparency and confidence to financial reporting. With deep industry knowledge and a proactive, communicative approach, we help clients navigate complex reporting requirements. What You Will Do: * Manage the planning and execution of audit engagements, ensuring effective coordination of fieldwork, timely completion of procedures, and adherence to professional standards and client expectations * Demonstrate a strong understanding of Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting, compliance with regulatory standards, and the identification of discrepancies or risks * Conduct in-depth research on complex accounting and audit matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports * Review audit workpapers to ensure accuracy, completeness, and compliance with professional standards and firm policies * Engage proactively with senior client stakeholders to identify audit risks, offer insights, and implement practical solutions * Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success * Support client growth and retention through strategic planning and business development * Mentor and manage assurance professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team. * Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements * Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes * Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities Minimum Qualifications: * Bachelor's Degree in Accounting or related field * 5+ years of relevant audit experience * Current and valid CPA (Certified Public Accountant) license * Proficiency in Microsoft Office Suite * Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. Preferred Qualifications: * Master's Degree in related field * Experience with Caseware software for financial reporting and audit documentation #LI-RICH #LI-KB1 About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive. What We Offer Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers. Legal Notice Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. 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, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP. Read Less
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