Tax Director | Private Client

1 week ago


Chicago, United States Forvis Mazars, LLP Full time
General InformationName: Tax - Director - Private ClientPosting Title: Tax Director | Private ClientRef #: 2233474Date Published: Monday, August 19, 2024City: Oakbrook TerraceState: IllinoisCountry: United StatesJob Category: TaxOffice: Chicago IL (Forvis)Advertised Location: US-IL-ChicagoWorking Time: Full TimeDescription & Requirements

Forvis 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 Private Client Tax Director 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, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Director 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, monitoring efforts of engagement teams
  • Using technology tools in regular assignments and demonstrating a commitment to improving work processes
  • Researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
We Are Looking for People Who Have Forward Vision and:
  • 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
Minimum Qualifications:
  • 9 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
#J-18808-Ljbffr

  • Chicago, United States FORVIS Full time

    General information Name Tax - Director - Private Client Posting Title Tax Director | Private Client Ref # 2232986 Date Published Tuesday, July 9, 2024 City Oakbrook Terrace State Illinois Country United States Job Category Tax Office Chicago IL (Forvis) Advertised Location US-IL-Chicago,...


  • Chicago, United States Forvis Mazars, LLP Full time

    General informationNameTax - Director - Private ClientPosting TitleTax Director | Private ClientRef #2233474Date PublishedMonday, August 19, 2024CityOakbrook TerraceStateIllinoisCountryUnited StatesJob CategoryTaxOfficeChicago IL (Forvis)Advertised LocationUS-IL-Chicago, US-IL-ChicagoWorking timeFull TimeDescription & Requirements Forvis Mazars' Private...


  • Chicago, IL, United States FORVIS Full time

    General information Name Tax - Director - Private Client Posting Title Tax Director | Private Client Ref # 2232986 Date Published Tuesday, July 9, 2024 City Oakbrook Terrace State Illinois Country United States Job Category Tax Office Chicago IL (Forvis) Advertised Location US-IL-Chicago,...

  • Tax Director

    11 hours ago


    Chicago, United States Forvis Mazars, LLP Full time

    General information Name ...


  • Chicago, Illinois, United States Forvis Mazars, LLP Full time

    Job SummaryWe are seeking a highly skilled Tax Director to join our Private Client team at Forvis Mazars, LLP. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, families, and businesses.Key ResponsibilitiesProvide tax compliance and advisory services to clients, including individuals,...

  • Tax Director

    3 days ago


    Chicago, Illinois, United States FORVIS Full time

    Job DescriptionJob Summary: We are seeking a highly skilled Tax Director to join our Private Client team at Forvis. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, families, and businesses.Key Responsibilities:Provide tax compliance and advisory services to individuals, partnerships,...

  • Tax Manager

    2 weeks ago


    Chicago, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Senior Tax Manager

    1 day ago


    Chicago, Illinois, United States CyberCoders Full time

    About the Role:We are seeking a highly skilled Senior Manager to join our Private Client Services team at CyberCoders. As a Tax Senior Manager, you will provide federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.Key Responsibilities:Provide federal tax compliance and planning services to...

  • Tax Manager

    3 days ago


    Chicago, Illinois, United States Andersen Full time

    About the RoleAs a Tax Manager in our Private Client Services (PCS) practice at Andersen, you will play a key role in overseeing multiple engagement teams for a wide range of sophisticated clients, including high net worth individuals, family offices, and business entities.**Key Responsibilities:**Engage in business development activities, including...

  • Tax Manager

    2 weeks ago


    Chicago, United States Andersen Full time

    The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...

  • Senior Tax Manager

    20 hours ago


    Chicago, Illinois, United States CyberCoders Full time

    About the RoleWe are seeking an experienced Senior Tax Manager to join our Private Client Service team. As a key member of our team, you will be responsible for providing tax planning and compliance services to high net worth individuals, trusts, estates, and gift returns.ResponsibilitiesProvide tax planning and compliance services to high net worth...

  • Tax Director

    2 days ago


    Chicago, Illinois, United States Crowe Full time

    About the Role:Crowe is seeking a highly skilled Tax Director to join our leadership team. As a key member of our team, you will be responsible for developing and maintaining Tax client relationships, identifying solutions to address client needs, and providing technical expertise to expand our line of business.Key Responsibilities: Facilitate the...


  • Chicago, United States Cresset Full time

    About CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...


  • Chicago, United States Cresset Full time

    About CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...


  • Chicago, United States EisnerAmper Full time

    Job Description About our Private Client Services (PCS) Team The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork,...


  • Chicago, United States EisnerAmper Full time

    Job Description About our Private Client Services (PCS) Team The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of...

  • M&A Tax Director

    22 hours ago


    Chicago, Illinois, United States Regal Executive Search Full time

    Job SummaryWe are seeking a highly experienced Tax Managing Director to join our M&A Tax team at Regal Executive Search. As a key member of our team, you will be responsible for providing expert tax advice to clients on complex transactions, including buy-side and sell-side due diligence, tax-efficient acquisition and divestiture structures, and tax modeling...


  • Chicago, United States 5 Legal Full time

    Job DescriptionJob DescriptionAn international law firm and one of the top 50 AmLaw firms is seeking an associate to join their Private Clients, Trust & Estates practice. Ideal candidates will have 3-5 years of experience and should have a broad background with respect to all areas of a high net worth trusts and estates practice. This background should...

  • Tax director

    4 weeks ago


    Chicago, United States CyberCoders Full time

    Are you a current Tax Director or Senior Tax Manager with 10-15+ years of experience in Public Accounting? If so, please read on!We are a Top 250 ranked CPA firm based out of the Chicago, IL area hiring for a Tax Director with strong leadership skills, strong technical acumen, and strategic expertise. This is a remote opportunity with opportunity to advance...


  • Chicago, Illinois, United States Alvarez & Marsal Full time

    About the RoleWe are seeking a highly experienced Tax Director to join our Global Transaction Tax team at Alvarez & Marsal. As a key member of our team, you will be responsible for providing expert tax advice to corporate and private equity clients throughout the transaction life cycle.Key ResponsibilitiesPerform due diligence, including review of tax...