General information

Name Associate, Tax Posting Title Associate, Tax Ref # 2235680 Date Published Monday, August 25, 2025 City Lincoln State Nebraska Country United States Job Category Tax Office Lincoln NE (Forvis) Advertised Location US-NE-Lincoln Working time Full Time

Description & Requirements

The Tax team is dedicated to helping 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.'
What you will do:

Provide tax compliance and advisory services to individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
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.

Minimum Qualifications:

Bachelor's Degree in Accounting, Taxation or related field
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 Ability to work a hybrid schedule, typically averaging three days per week in the assigned office
Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.

Preferred Qualifications:

Master’s Degree in related field
1+ years of relevant tax experience
Current and valid CPA (Certified Public Accountant) license

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