Tax Senior Associate ll

2 weeks ago


Richmond, United States FORVIS Full time

Description & RequirementsFORVIS 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 Associate ll serves as a trusted advisor and member of various client service teams. You must possess significant knowledge of tax compliance and consulting related to individual, partnership, trust, estate, and gifts for high net-worth clients. You will also participate in client development, team management, and conduct research to be current as a tax professional. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses and industries.If relationships are important to you and you identify with the People First culture at FORVIS, we would like to hear from youHow you will contribute:Providing tax compliance and tax advisory services to individuals, trusts, and estates with an emphasis on sophisticated individual, fiduciary, gift, and estate tax mattersAssisting with developing, building, and managing existing client relationshipsParticipating in networking activities to further expand business opportunities and client relationships as part of the proposal processAssisting in managing, developing, and coaching professional tax staffReviewing returns prepared by tax interns, associates and senior associates - level lEffectively delegating responsibilities to others, monitoring efforts of engagement teamsProficiently 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 providing an unmatched client experienceA strong sense of ownership for delivering high-quality service to clients and experience servicing multiple client engagementsAn ability to maintain functional expertise and understanding of a client's business or family structure, which is essential to addressing client concerns, challenges, and opportunitiesExcellent 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:Bachelor's or graduate degree in accounting, finance, or related fieldA minimum of 3 years of relevant progressive tax experience in public accountingCPA license requiredExperience managing multiple client engagements#LI-RICH#LI-KB1 #LI-JB2#J-18808-Ljbffr

by Jobble



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