Qureos Mentor

Forvis Mazars

<div><div><div><div><b>Requisition Number</b><b>2236304</b></div></div></div><div><div><div><div><b>
Description &amp; Requirements</b>
<br>
<br>
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.
<br>
<br>
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.
<br>
<br>
<b>What You Will Do:<br>
</b><br>
<br>
<ul><li>Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations
</li><li>Developing, building, and managing client relationships as part of the proposal process
</li><li>Participating in networking activities to further expand business opportunities and client relationships
</li><li>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
</li><li>Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
</li><li>Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
</li></ul><br>
<b>Minimum Qualifications:</b><br>
<br>
<ul><li>2 years or more of related experience in public accounting, law firm, or trust department
</li><li>Bachelor or graduate degree in accounting, finance, or related field
</li><li>CPA license or J.D. degree and bar admission</li>
<li>Experience managing multiple client engagements</li></ul><br>
<br>
<br>
<b>Preferred Qualifications:</b><br>
<br>
<ul><li>Master's degree in Taxation or Law degree
</li><li>Experience with OneSource tax software
</li></ul><br>
#LI-SLC
<br>
<br>
#LI-KA1</div></div></div></div><div><div><div><div><p>
With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.</p>
<p>We nurture a deep understanding of our clients&rsquo; industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.</p>
<p><i>About Forvis Mazars, LLP</i></p>
<p><i>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&rsquo;s 7,000 dedicated team members provide an Unmatched Client Experience&reg; 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.</i></p>
<p><i>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.</i><br>
<i>It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.</i></p>
<p><i>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.</i><br>
<i>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.</i></p></div></div></div></div></div><p></p>

Senior Associate, Tax - Private Client

<div><div><div><div><b>Requisition Number</b><b>2236302</b></div></div></div><div><div><div><div><b>
Description &amp; Requirements</b>
<br>
<br>
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 flexibility to help clients grow, preserve, and protect wealth.
<br>
<br>
The Private Client Tax Manager 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, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Manager participates in client development and team management and conducts research to be current as a subject matter expert.
<br>
<br>
<b>What You Will Do:</b><br>
<br>
<ul><li>Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations</li>
<li>Developing, building, and managing client relationships as part of the proposal process</li>
<li>Participating in networking activities to further expand business opportunities and client relationships</li>
<li>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</li>
<li>Assisting with managing, developing, and coaching professional tax staff</li>
<li>Reviewing and managing projects prepared by tax associates and seniors</li>
<li>Effectively delegating responsibilities to others and monitoring efforts of engagement teams</li>
<li>Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology</li>
<li>Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing</li>
</ul>
<br>
<b>Minimum Qualifications:</b><br>
<br>
<ul><li>5 years or more of related experience in public accounting, law firm, or trust department</li>
<li>Bachelor or graduate degree in accounting, finance, or a related field</li>
<li>CPA license or J.D. degree and bar admission</li>
<li>Experience managing multiple client engagements</li>
</ul>
<br>
<b>Preferred Qualifications:</b><br>
<br>
<ul><li>Master's degree in Taxation or Law degree</li>
<li>Experience with OneSource tax software</li>
</ul>
<br>
#LI-COS, #LI-DEN
<br>
<br>
#LI-KA1
<br>
<br>
<b>Colorado's Equal Pay for Equal Work Act (SB 19-085)</b>
<br>
<br>
Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. 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.
<br>
<br>
Colorado Salary Range:
<br>
<br>
CO Minimum Salary (USD)
<br>
<br>
$ 100,000
<br>
<br>
CO Maximum Salary (USD)
<br>
<br>
$ 145,000
<br>
<br>
<b>Close Date:</b> 04/20/2026</div></div></div></div><div><div><div><div><p>
With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.</p>
<p>We nurture a deep understanding of our clients&rsquo; industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.</p>
<p><i>About Forvis Mazars, LLP</i></p>
<p><i>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&rsquo;s 7,000 dedicated team members provide an Unmatched Client Experience&reg; 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.</i></p>
<p><i>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.</i><br>
<i>It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.</i></p>
<p><i>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.</i><br>
<i>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.</i></p></div></div></div></div></div><p></p>

Manager, Tax - Private Client

<div><div><div><div><b>Requisition Number</b><b>2236300</b></div></div></div><div><div><div><div><b>
Description &amp; Requirements</b>
<br>
<br>
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.
<br>
<br>
<b>What You Will Do</b>:<br>
<br>
<br>
<ul><li>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.
</li><li>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
</li><li>Conduct in-depth research on complex accounting and audit matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports.
</li><li>Review audit workpapers to ensure accuracy, completeness, and compliance with professional standards and firm policies
</li><li>Engage proactively with senior client stakeholders to identify audit risks, offer insights, and implement practical solutions.
</li><li>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.
</li><li>Support client growth and retention through strategic planning and business development.
</li><li>Mentor and manage assurance professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team.
</li><li>Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements
</li><li>Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes.
</li><li>Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities.
</li></ul><br>
<b>Minimum Qualifications:</b><br>
<br>
<br>
<ul><li>Bachelor's Degree in Accounting or related field
</li><li>5+ years of relevant audit experience
</li><li>Current and valid CPA (Certified Public Accountant) license
</li><li>Proficiency in Microsoft Office Suite
</li><li>Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.
</li></ul><br>
<b>Preferred Qualifications:</b><br>
<br>
<br>
<ul><li>Master's Degree in related field
</li><li>Experience with Caseware software for financial reporting and audit documentation</li>
</ul>
<br>
#LI-TYS
<br>
<br>
#LI-JJ1</div></div></div></div><div><div><div><div><p>
With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.</p>
<p>We nurture a deep understanding of our clients&rsquo; industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.</p>
<p><i>About Forvis Mazars, LLP</i></p>
<p><i>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&rsquo;s 7,000 dedicated team members provide an Unmatched Client Experience&reg; 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.</i></p>
<p><i>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.</i><br>
<i>It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.</i></p>
<p><i>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.</i><br>
<i>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.</i></p></div></div></div></div></div><p></p>

Manager, Assurance - Banking

Join Forvis Mazars and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Forvis Mazars

ABOUT_COMPANY

Senior Associate, Tax - Private Client

Manager, Tax - Private Client

Manager, Assurance - Banking