Senior Associate, Insurance Tax

Job Overview

The Tax team is dedicated to helping Insurance 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.

• Provide tax compliance and advisory services to individuals (Forms 1040, 1040‑), partnerships (Form 1065), and corporations (Forms 1120, 1120‑S) across a variety of Insurance Tax 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.

• Bachelor's Degree in Accounting, Taxation or related field.
• 2+ years of relevant tax experience in public accounting, or a combination of corporate tax and public accounting.
• Must be eligible to sit for the CPA exam, meeting the educational requirements as defined by the applicable state board of accountancy.
• Proficiency in Microsoft Office Suite.
• Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.

• Master's Degree in related field.
• Current and valid CPA (Certified Public Accountant) license.

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): $82,000

NY Maximum Salary (USD): $121,000

Pursuant to New Jersey's Pay Transparency Law, the salary range displayed is for the New 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): $82,000

NJ Maximum Salary (USD): $121,000