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Tax - Director – Private Client
3 months ago
General information
Name
Tax - Director – Private Client
Posting Title
Tax Director – Private Client
Ref #
2232872
Date Published
Thursday, June 20, 2024
City
New York
State
New York
Country
United States
Job Category
Tax
Office
New York NY (MUSA)
Advertised Location
US-NJ-Iselin, US-NY-New York, US-NY-New York, US-PA-Fort Washington
Working time
Full Time
Description & 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.The Tax Director -Private Client serves as a trusted advisor and member of various client service teams and must possess 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. You will also participate in client development, and team management, and conduct research.How you will contribute:Providing tax compliance and tax advisory services to individuals, closely held flow- through entities, trusts, and estates with an emphasis on sophisticated tax mattersHelping in developing, building, and managing client relationshipsAssisting in managing, developing, and coaching professional tax staffReviewing returns prepared by tax associates and seniorsEffectively delegating responsibilities to others and monitoring efforts of engagement teams and their growth and developmentProficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technologySuccessfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writingWe are looking for people with Forward Vision and:Dedication to client serviceAn ability to maintain functional expertise and understanding of a client's business or family structure, which is essential to addressing client concerns and challengesExcellent supervisory and time management skillsThe ability to exhibit effective communication and listening skills to enhance problem-solving for our clients, team, and operational performanceMinimum Qualifications:9 years or more of related experience in public accounting, law firm, or trust departmentBachelor's or graduate degree in accounting, finance, or related fieldCPA licenseExperience managing staff and multiple client engagements
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New York City Pay Transparency
Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. 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.New York Salary Range:
NY Minimum Salary (USD)
$ 153,500
NY Maximum Salary (USD)
$ 300,000
