Demo

Private Client Coordinator

FORVIS
San Antonio, TX Full Time
POSTED ON 2/6/2025
AVAILABLE BEFORE 5/5/2025

Requisition Number2234484 Description & Requirements

How will you contribute :

  • Provide tax compliance and tax advisory services to individual taxpayers, pass-through entities C-corporations
  • Help develop and manage client relationships
  • Provide timely and unmatched client service, exceeding client expectations
  • Represent Forvis Mazars in the marketplace and at networking events
  • Participate in the proposal process for potential new clients

We're looking for people who have Forward Vision and :

  • Solid technical accounting knowledge
  • Effective time management
  • Ability to work independently, as well as with a team
  • A problem-solving attitude
  • Willingness to take initiative
  • Precise attention to detail
  • Ability to work under pressure and against deadlines
  • Strong oral and written communication skills
  • Proficiency in Microsoft Office Suite
  • Minimum Qualifications :

  • 1-2 years of related experience
  • Preferred Qualifications :

  • Bachelor's or Master's degree in Accounting or related field
  • Previous experience or internships in a public accounting firm performing tax work
  • LI-SANT

    LI-HF1

    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.

    We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

    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.

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