Tax Senior Manager | Private Client
2 months ago
Name: Tax - Senior Manager - Private Client
Posting Title: Tax Senior Manager | Private Client
Ref #: 2232556
Date Published: Friday, May 24, 2024
City: Los Angeles
State: California
Country: United States
Job Category: Tax
Office: Los Angeles CA (Forvis)
Advertised Location: US-CA-Irvine, US-CA-Los Angeles
Working Time: Full Time
Description & RequirementsForvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve and protect wealth. The Tax Leader serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Leader participates in client development, team management, and conducts research to be current as a subject matter expert.
How you will contribute:- Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations.
- Developing, building, and managing client relationships as part of the proposal process.
- Participating in networking activities to further expand business opportunities and client relationships.
- Maintaining functional expertise and understanding of a client's business or family structure to address client concerns and challenges.
- Assisting with managing, developing, and coaching professional tax staff.
- Reviewing and managing projects prepared by tax associates and seniors.
- Effectively delegating responsibilities to others and monitoring efforts of engagement teams.
- Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology.
- Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing.
- Dedication to client service.
- Excellent supervisory and time management skills.
- Effective communication and listening skills enhancing problem-solving and communication for client, team, and operational performance.
- Built a community of external advisors with which to network.
- 10 years or more of related experience in public accounting, law firm, or trust department.
- Bachelor or graduate degree in accounting, finance, or a related field.
- CPA license or J.D. degree and bar admission.
- Experience managing multiple client engagements.
Pursuant to the pay transparency laws of California, the salary range displayed is for the California market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. FORVIS reserves the right to make changes to the salary range based on business needs.
California Salary Range:
CA Minimum Salary (USD): $113,000
CA Maximum Salary (USD): $217,100
Los Angeles County and City Fair Chance OrdinanceForvis Mazars will consider for employment all qualified applicants, including those with criminal histories and conviction records, in a manner consistent with the requirements of applicable state and local laws, including but not limited to the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the LA County Fair Chance Ordinance, and the California Fair Chance Act.
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