Tax Senior Manager | Private Client

5 days ago

Salt Lake City, United States FORVIS 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 Senior Manager 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 matters
  • Helping in developing, building, and managing client relationships
  • Assisting in managing, developing, and coaching professional tax staff
  • Reviewing returns prepared by tax associates and seniors
  • Effectively delegating responsibilities to others and monitoring efforts of engagement teams and their growth and development
  • 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
We are looking for people with Forward Vision and:
  • Dedication to client service
  • An ability to maintain functional expertise and understanding of a client's business or family structure, which is essential to addressing client concerns and challenges
  • Excellent supervisory and time management skills
  • The ability to exhibit effective communication and listening skills to enhance problem-solving for our clients, team, and operational performance
Minimum Qualifications:
  • 7 - 9 years of related experience in public accounting, law firm, or trust department
  • Bachelor's or graduate degree in accounting, finance, or related field
  • CPA license
  • Experience managing staff and multiple client engagements

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