Consulting - Tax Specialty - Tax Leader - Washington NO Tax - Private Client

3 weeks ago

Chicago IL, United States FORVIS Full time

General information

Name

Consulting - Tax Specialty - Tax Leader - Washington NO Tax - Private Client

Posting Title

Washington National Tax Office Leader | Private Client

Ref #

2232420

Date Published

Thursday, April 25, 2024

City

Atlanta

State

Georgia

Country

United States

Job Category

Tax Specialty

Department

Consulting

Office

International Tax

Advertised Location

US-GA-Atlanta, US-IL-Chicago, US-IN-Indianapolis, US-MO-Kansas City, US-NC-Charlotte, US-TN-Nashville, US-TX-Houston, US-VA-Tysons

Working time

Full Time


Description & Requirements
FORVIS Washington National Tax Office (WNTO) exists to unlock the full potential of the FORVIS tax practice and the clients they serve. We do this through thoughtful collaboration and an uncommon commitment to technical excellence which allows us to provide unique insights on tax issues, develop innovative forward-thinking solutions to address complex tax needs, and build intentional relationships within the tax community.As a member of the FORVIS Washington National Tax Office (WNTO), you will have the opportunity to be a national thought leader.  Members of WNTO have a deep understanding of their tax focus areas and proactively follow evolving legislation, guidance, and case law.  Working in collaboration with other members of the WNTO, and the broader FORVIS team, they use this understanding to translate complex tax issues into meaningful communications, develop value-added service offering models, provide innovative insights, support strategic tax planning for key FORVIS clients, and build the FORVIS brand as a thought leader through educational presentations and networking.FORVIS WNTO is currently seeking an individual with deep knowledge and demonstrated experience in areas of taxation impacting high-net-worth individuals.If you can demonstrate an uncommon commitment to tax technical excellence, possess a practical ability to apply relevant tax authority to real-world situations, enjoy collaborative problem-solving, and have a passion for serving others through education and relationship building, then this is the position for youHow you will contribute: Providing insights and analysis on evolving legislation, guidance, and case law to the FORVIS team and their clientsBuilding the FORVIS network of key relationships within the tax communityProviding existing channels with relevant information they can communicate to legislators and those tasked with governance to be adequately informed regarding tax policy issues and the practical considerations of implementation that impact FORVIS and our clientsIdentifying opportunities for new service offerings or innovation of existing servicesDeveloping and deploying service model platforms, strategies, and solutions based on judicial or legislative developmentsDriving creation and spin-up of new national tax service lines in collaboration with the rest of the Tax Specialty teamGrowing the FORVIS brand as a thought leader in tax through publishing, presenting, and other market-facing opportunitiesSupporting FORVIS tax professionals as an active member of the tax strategy team on certain proposals and key clientsCompleting engagements for complex, high-value specialty workWe are looking for people who have Forward Vision and:  Strong critical thinking and reasoning skillsExtensive knowledge and experience in areas of tax impacting high net-worth individuals, including but not limited to taxation of trusts and estatesUncommon ability to efficiently read, digest, and insightfully apply complex and evolving tax authority to real-world facts and circumstancesAn aptitude for identifying, developing, and deploying sound tax strategies and solutions to complex challengesExcellent verbal and written communication skills, including the ability to adapt, be responsive, and provide an unmatched client experienceContinuous learning and a commitment to excellencePassion for serving and developing othersMinimum Qualifications: Bachelor’s or Master’s degree in Accounting or Taxation or Juris Doctor10 years or more of tax experience with a large accounting firm, law firm, or relevant tax policy-making entityPreferred Qualifications: CPA license and/or J.D. / L.L.M4 years or more of tax experience focused on taxation of high-net-worth individuals, estates, and trustsPublished author and presenter on taxation of individuals, estates, and trusts
#LI-ATL, #LI-OAK, #LI-IND, #LI-KCMO, #LI-CLTSP, #L-NASH, #LI-HOU, #LI-TYS

#LI-BM #LI-SS1

  • Tax Consultant

    4 weeks ago

    Chicago, United States True Partners Consulting Full time

    Job DescriptionJob DescriptionJob Description: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune...

  • Tax Senior Manager, Private Client Services

    2 weeks ago

    Chicago, IL, United States BDO International Full time

    Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...

  • Tax Managing Director, Private Client Services

    2 weeks ago

    Chicago, United States BDO Full time

    Job Summary: The Tax Managing Director (PCS) is responsible for providing tax and consulting services to our high net worth clients as well as managing, developing and growing the local Private Client Services practice. Job Duties: * Coordinates and performs tax planning, preparation and research for high net worth individuals and related business,...

  • Tax Partner, Private Funds

    4 weeks ago

    Chicago, United States Cohen & Company Full time

    Overview: Cohen & Company? Certified?Public Accountants? ?? Cohen & Company is seeking a Tax Partner with a focus in Private Funds, an entrepreneurial spirit and commitment to client service to join our team!? The Private Fund practice consists of a suite of offerings, primarily focused on tax compliance and advisory services to private funds and their...

  • Tax Senior Manager, Pass-Through, Core Tax Services

    2 weeks ago

    Chicago, IL, United States BDO International Full time

    Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.Job Duties:Performs tax planning, preparation and research for pass through entities (S-corps, LLCs, Partnerships) and the business owners’ individual returns, which may include estates,...

  • Specialty Tax Services Intern, Tax Automation

    2 weeks ago

    Chicago, United States BDO Full time

    Job Summary: The Tax Intern, Tax Automation & Innovation, as a member of the Tax Automation & Innovation team, applies their educational background and experience in order to collaborate with clients of the firm and team members to implement tax automation tools. The Tax Intern, Tax Automation & Innovation is responsible for collaborating with TaxAI staff...

  • Tax Senior

    3 days ago

    Chicago, IL, United States Mazars Full time

    Job Description:Tax Senior - Trust and Estates Mazars USA is hiring - If you are looking for a career where you can truly have a say, make an impact, and bevalued, Mazars is the right place for you!Our Tax practice seeks an experienced and accomplished Tax professional with strong technical skills, strong leadership capabilities, and experienced in...

  • Senior Manager

    1 month ago

    Chicago, United States True Partners Consulting Full time

    Job DescriptionJob DescriptionJob Description: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune...

  • Senior Manager

    3 weeks ago

    Chicago, United States True Partners Consulting Full time

    Job Description Job Description Job Description: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune...

  • Tax Manager

    2 weeks ago

    Chicago, United States My Private Recruiter Full time

    Our client, a registered investment company, is seeking a skilled and talented Tax Manager to join their team, located in their Denver, CO offices. Our client specializes in the design and management of investment solutions for the US institutional market that address three primary concerns: stabilizing pensions, income for life and sustainable solutions....

  • Tax Senior Manager, International Tax Services

    2 weeks ago

    Chicago, IL, United States BDO International Full time

    Job Summary:An International Tax Senior Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations.   In this role, the  International Tax Senior Manager will be charged with marketing,...

  • Tax Manager, Federal Tax

    2 weeks ago

    Chicago, IL, United States CIBC Bank Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Tax Manager

    1 week ago

    Chicago, United States Mission Wealth Full time

    Job DescriptionJob DescriptionMission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their future.We are hiring a dynamic...

  • Tax Manager

    4 weeks ago

    Chicago, United States Hire Resolve Full time

    Job DescriptionJob DescriptionHire Resolve is currently seeking a Tax Manager to join our public accounting firm, specializing in their construction clients. As a Tax Manager, you will be responsible for providing tax consulting services to our construction clients, ensuring compliance with relevant tax laws and regulations, and identifying tax planning...

  • Tax Manager

    4 weeks ago

    Chicago, United States Ryan Specialty Full time

    Ryan Specialty is looking for a Tax Manager - Strategy and M&A to join our Chicago team. We are a fast-paced, energetic, and rapidly growing organization that offers a great opportunity for someone interested in further developing their career. Ryan Specialty has been named one of America's Most Loved Workplaces by Newsweek and has been named 2023 Top...

  • Tax Manager

    3 weeks ago

    Chicago, United States NDH Group Ltd Full time

    Tax Manager NDH Advisors LLC (“NDH”) is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting, and personal finance services to dynamic businesses, high net-worth individuals, and family offices throughout the United States. With offices in Chicago, Kansas City, Houston, and Philadelphia, we are seeking an energetic,...

  • Tax Manager

    2 weeks ago

    Chicago, United States Ryan Specialty Group Full time

    Ryan Specialty is looking for a Tax Manager - Strategy and M&A to join our Chicago team. We are a fast-paced, energetic, and rapidly growing organization that offers a great opportunity for someone interested in further developing their career. Ryan Specialty has been named one of America's Most Loved Workplaces by Newsweek and has been named 2023 Top...

  • Tax Manager

    4 weeks ago

    Chicago, Illinois, United States Hire Resolve Full time

    Hire Resolve is currently seeking a Tax Manager to join our public accounting firm, specializing in their construction clients. As a Tax Manager, you will be responsible for providing tax consulting services to our construction clients, ensuring compliance with relevant tax laws and regulations, and identifying tax planning opportunities. At Hire Resolve,...

  • Senior Tax Manager

    3 weeks ago

    Chicago, IL, United States CyberCoders Full time

    Chicago, ILHybrid Full-time $150,000.00 - $180,000.00Posted 01/13/2024We are a full service firm located in Chicago and have been in business for 20yrs. We are looking for tax managers to service our mid market S-Copr and Partnership clients.What You Will Be DoingAdvise clients on a full spectrum of corporate and individual tax services, including planning,...

  • Tax Director, Private Client Advisors

    1 month ago

    Chicago, Illinois, United States Armanino McKenna Certified Public Accountants & Consultants Full time

    Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities), trust, estate, and gift tax returns.Engage in thought leadership, contributing to technical publications and engaging in speaking opportunities (both internally and...