Tax Senior Manager | Private Client

3 weeks ago


Springfield, United States FORVIS Full time
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 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. You will also participate in client development, team management, and conduct research to be current as a subject matter expert.

How you will contribute:
  • Providing tax compliance and tax advisory services to individuals, trusts, estates, and private foundations with an emphasis on sophisticated individual, fiduciary, gift, and estate tax matters
  • Helping in developing, building, and managing client relationships as part of the proposal process
  • Participating in networking activities to further expand business opportunities and client relationships.
  • Assisting in managing, developing, and coaching professional tax staff
  • Reviewing returns prepared by tax associates and seniors
  • Effectively delegating responsibilities to others, 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
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 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 or J.D. degree and bar admission
  • Experience managing multiple client engagements

#LI-BRN, #LI-JOP, #LI-SGF

#LI-KA1

  • Springfield, United States FORVIS Full time

    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 Manager serves as a trusted advisor and member of various client service teams. You must possess significant...


  • Springfield, United States CareerBuilder Full time

    Description & Requirements As a FORVIS Tax Senior Manager, you will have the opportunity to lead and develop a team in tax, while providing an unmatched client experience. If you have experience with managing tax advisory services and tax compliance to a diversified client base, with a focus on Nonprofit organizations, this is the position for you! How you...


  • Springfield, United States FORVIS Full time

    Requisition Number2232106 Description & Requirements As a Tax Senior Manager at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You provide authentic support to your teammates and construction and real estate clients and communicate...


  • Springfield, United States FORVIS Full time

    Description & Requirements As a Tax Senior Associate at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will support your teammates and clients authentically and communicate regularly with them to understand their businesses and...

  • Tax Senior Associate

    1 month ago


    Springfield, United States Forvis Full time

    Description & Requirements As a Tax Senior Associate at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will support your teammates and clients authentically and communicate regularly with them to understand their businesses and...

  • Tax Accountant

    1 month ago


    Springfield, United States Tandym Group Full time

    A New Jersey-based professional services firm is actively seeking a new Tax Accountant for a promising opportunity with their growing team. In this role, the Tax Accountant will be responsible for managing tax return preparation process and working with the client to identify opportunities for tax planning and ultimate tax savings. Responsibilities: The...


  • Springfield, United States Skywalk Group Full time

    Are you a meticulous and detail-oriented individual with a passion for numbers? Look no further! INB, National Association is seeking an experienced Senior Business Tax Associateto join its dynamic team. We are seeking a candidate located in Springfield, Peoria, or Bloomington. This position offers a hybrid work schedule! Why INB, National Association?...


  • Springfield, United States Forvis Full time

    Description & Requirements As an intern at FORVIS, you will gain valuable experience that may help you decide whether you want to start your career in audit or tax, or even whether public accounting is right for you. You will work on client engagements like those assigned to our entry-level associates, gaining exposure to a variety of industries, and...

  • Registered Nurse

    1 week ago


    Springfield, United States Unicity Senior Advisors Full time

    The Geriatric Care Manager will manage a small caseload of private pay clients, provide coordination of services, resources and on going monitoring and management to clients in their home. This can include clients who are residents of Independent Living, Assisted Living or Nursing Facilities. Additionally, the Geriatric Care Manager will help drive business...


  • Springfield, United States FORVIS, LLP Full time

    Intern Tax Spring 2025 | Springfield Location: Springfield, MO, USA Apply 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...


  • Springfield, United States Forvis Full time

    Description & Requirements As a Tax Student Associate, you will gain valuable experience and exposure to a variety of tax projects, as well as be able to test your technical know-how. You will work alongside our senior staff and management personnel, learning from their experience as you develop your skill set. FORVIS' Student Associate Program is an...


  • Springfield, MO, United States EDWARD JONES Full time

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose:...

  • Tax Staff

    1 week ago


    Springfield, United States Kerber, Eck & Braeckel Llp Full time

    Job Duties: The Tax Services Department at KEB is seeking an organized, professional, energetic and detail-oriented Tax Staff. The successful candidates should also possess the desire and ability to provide exceptional client service, maintain strong client relations and cross sell the firm’s other services. Provide tax compliance and consulting services...

  • Tax Staff

    2 weeks ago


    Springfield, United States Kerber, Eck & Braeckel LLP Full time

    Job DescriptionJob DescriptionJob Duties:The Tax Services Department at KEB is seeking an organized, professional, energetic and detail-oriented Tax Staff. The successful candidates should also possess the desire and ability to provide exceptional client service, maintain strong client relations and cross sell the firm’s other services.Provide tax...

  • Tax Staff

    1 month ago


    Springfield, United States Kerber, Eck & Braeckel LLP Full time

    Job DescriptionJob DescriptionJob Duties:The Tax Services Department at KEB is seeking an organized, professional, energetic and detail-oriented Tax Staff. The successful candidates should also possess the desire and ability to provide exceptional client service, maintain strong client relations and cross sell the firm’s other services.Provide tax...


  • Springfield, United States Guidehouse Full time

    Job Family: Technology Consulting Travel Required: Up to 10% Clearance Required: Ability to Obtain Public Trust The Senior IT Program Manager will lead strategic initiatives and operational activities at the Transportation Security Administration (TSA). This position will be responsible for managing senior-level client relationships, implementing strategic...


  • Springfield, United States Wolters Kluwer Full time

    Wolters Kluwer Senior Technology Product Manager Springfield , Illinois Apply Now The primary responsibility of this position is to manage and execute the roadmap for our Patient and Member facing tools. The ideas for new product concepts arise from three sources – (1) user research you conduct, (2) Voice of Client feedback, and (3) sales input scoped and...

  • Sales Manager

    15 hours ago


    Springfield, United States Erickson Senior Living Full time

    Location:Greenspring Village by Erickson Senior LivingGreenspring is a beautiful 58-acre continuing care retirement community located in the heart of Fairfax County in Springfield, Virginia. We're part of a growing network of communities developed and managed by Erickson Senior Living, a national provider of senior living and health care with campuses in 11...


  • SPRINGFIELD, United States Guidehouse Full time

    Job Family:Technology ConsultingTravel Required:Up to 10%Clearance Required:Ability to Obtain Public TrustThe Senior IT Program Manager will lead strategic initiatives and operational activities at the Transportation Security Administration (TSA). This position will be responsible for managing senior-level client relationships, implementing strategic...


  • Springfield, United States Buckhorn Full time

    Buckhorn, a Myers Industries Company (NYSE: MYE), an industry-leading manufacturer offering an extensive selection of reusable bulk boxes, hand-held containers and pallets designed to protect products, improve workflow, lower operating costs and increase profitability. Buckhorn provides superior custom capabilities that fit your precise applications. Job...