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Partner Relations Lead

Forvis Mazars, LLP
parental leave, flex time, 401(k)
United States, Illinois, Chicago
130 East Randolph Street (Show on map)
May 14, 2025


General information
Name
IFS - Operations - Partner Relations Lead
Posting Title
Partner Relations Lead
Ref #
2234990
Date Published
Tuesday, May 13, 2025
City
New York
State
New York
Country
United States
Job Category
Internal Firm Services
Office
Partner Operations & Performance (Forvis)
Advertised Location
US-IL-Chicago
Working time
Full Time

Description & Requirements
This position provides partner accounting services and tax preparation services related to firm and partner tax matters. Work includes partner payment, records, and reconciliations of capital accounts as well as preparation of tax work papers and other tax administration matters and services.
How you will contribute:
  • Lead monthly reconciliation of Partner Capital, Partner Receivables, Partner Payables against Equity Schedule
  • Preparation of Journal Entries
  • Lead various partner compensation matters such as calculation of COLA increases and monthly monitoring of payments for specified partner groups
  • Lead distribution of Distribution Statements and K-1s to partners
  • Assist with the preparation of Federal Partnership and multi-state tax returns for Forvis Mazars LLP and related entities. Includes apportionment workpapers, accrual to cash conversions, individual partner allocations, book and tax capital reconciliation, and related tax forms and workpaper
  • Assist with preparation of individual partner income tax returns. This includes the federal and various state returns, tax projections for estimates and planning purposes, responding to notices, and answering questions during the year
  • Process partnership and individual returns to be filed - including e-filing returns and processing returns to be mailed as required
  • Miscellaneous other firm tax matters, tax returns, and related items
  • Must be able to evaluate multiple tasks for prioritization and effective completion of assigned matters
Minimum Qualifications:
  • Bachelor's degree in business administration, Accounting or related field required
  • 5+ years of relevant experience required
  • Demonstrated knowledge of partner accounting
Preferred Qualifications:
  • Master's degree in Tax preferred
  • CPA Certification preferred
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#LI-CH2

Illinois Wage Transparency
Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
IL Minimum Salary (USD)
$ 71000
IL Maximum Salary (USD)
$ 164000

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