Tax Director

2 weeks ago


San Jose, United States FORVIS Full time

Description & Requirements

As a Tax Director 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 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 you

How you will contribute:

Providing tax compliance and tax advisory services to individuals, partnerships, S corporations, and corporations in a variety of industries

Helping to develop, build, and manage client relationships

Assisting with 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

Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing

Having frequent contact with client personnel at top levels and being able to consistently sell additional services to them

Having a disciplined approach that is reasonably successful in attracting new clients and developing referral sources

We are looking for people who have Forward Vision and:

Experience managing multiple client engagements

Excellent client relationship and time management skills

Attention to detail without losing sight of the big picture

Excellent supervisory and time management skills

Ability to work efficiently under pressure and against client deadlines

High-level analytical and reasoning skills

Minimum Qualifications:

9 years or more in public accounting or corporate tax department

Bachelor's degree in Accounting, Finance, or a related field

CPA license

Preferred Qualifications:

Master's degree in Taxation or Law degree

Partnership tax experience

#SJCA

#LI-HL2

California Pay Transparency

Pursuant to the pay transparency laws of California, the salary range displayed is for the California market. 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.

California Salary Range:

CA Minimum Salary (USD)

$ 147,000

CA Maximum Salary (USD)

$ 260,500 #J-18808-Ljbffr



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