Senior Associate, Assurance - Asset Management

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:

• Perform detailed audit procedures over various income statement and balance sheet accounts
• 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
• 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

Minimum Qualifications:

• Bachelor's Degree in Accounting or related field
• 2+ years of relevant audit experience
• 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.

Preferred Qualifications:

• Master's Degree in related field
• Current and valid CPA (Certified Public Accountant) license
• Experience with Caseware software for financial reporting and audit documentation