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Tax Senior Manager | Private Client
4 months ago
Tax Senior Manager | Private Client
Location: Salt Lake City, UT, USA
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Company Profile:
At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.
Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.
About FORVIS
FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com
Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.
It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
* FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.* FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.* Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.
Requisition Number: 2232528
Position Title:
External Description: Description & Requirements
FORVIS 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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City: Salt Lake City
State: Utah
Community / Marketing Title: Tax Senior Manager | Private Client
Location_formattedLocationLong: Salt Lake City, Utah US
CountryEEOText_Description:
At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.
Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.
About FORVIS
FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.
FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
* FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.* FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.* Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.
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