Tax Senior Manager | Private Client
4 weeks ago
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-STL
#LI-JB2
#J-18808-Ljbffr
-
Senior Associate – Private Client Services
4 days ago
Des Moines, United States Andersen Full timeUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a...
-
Tax Senior Manager
4 days ago
Des Moines, United States Eide Bailly Full timeTax Senior Manager Job Locations US-IA-Des Moines | US ID 2022-3990 Category Tax Services Position Type Full-Time Work Option(s) Hybrid Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to...
-
Tax Senior Manager
3 days ago
Des Moines, United States Eide Bailly Full timeTax Senior Manager Job Locations US-IA-Des Moines | US ID 2024-7260 Category Tax Services Position Type Full-Time Work Option(s) Hybrid Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western...
-
Tax Senior Manager
5 days ago
Des Moines, United States Eide Bailly Full timeTax Senior Manager Job Locations US-IA-Des Moines | USID 2024-7260Category Tax ServicesPosition Type Full-TimeWork Option(s) HybridWho We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity...
-
Tax Senior Manager
4 days ago
Des Moines, United States Eide Bailly Full timeTax Senior Manager Job Locations US-IA-Des Moines | US ID 2024-7260 Category Tax Services Position Type Full-Time Work Option(s) Hybrid Who We AreEide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff...
-
Experienced Associate
4 days ago
Des Moines, United States Andersen Tax Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll...
-
Tax Senior Manager
5 days ago
Des Moines, United States Eide Bailly Full timeWho We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our...
-
Tax Filing Senior Manager
4 days ago
Des Moines, United States Alight Full timeAlight Solutions LLC Tax Filing Senior Manager DES MOINES , Iowa Apply Now At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to "Be Alight." Our Values: Champion People be empathetic and help create a place where everyone...
-
Tax Manager
1 day ago
Des Moines, United States Palmer Group Full timeJob DescriptionJob DescriptionDo you have a background in accounting? Are you looking for a direct hire opportunity with a reputable company? Keep reading! Palmer Group has partnered with this established client to assist in their search for a Tax Manager. In this role, you will plan, supervise, and complete routine engagements under the supervision of the...
-
Tax Manager, Partner-Track
4 days ago
Des Moines, United States Sterling Freeman Full timeBreak free from tired ideas and layers of stuck people.... Open your career (and your life) to a better, faster, more balanced & rewarding space! Review and prepare tax returns for Small to Mid-Sized Private Companies and Individuals. Lead client meetings to review tax planning strategies and projections. Ability to manage work flow including multiple...
-
Tax Manager, Partner-Track
1 week ago
Des Moines, United States Sterling Freeman Full timeBreak free from tired ideas and layers of stuck people....Open your career (and your life) to a better, faster, more balanced & rewarding space!Review and prepare tax returns for Small to Mid-Sized Private Companies and Individuals.Lead client meetings to review tax planning strategies and projections.Ability to manage work flow including multiple...
-
Tax Senior Manager
1 month ago
West Des Moines, United States UHY LLP Full timePosition Summary: The Tax Senior Manager has mastered the skills and requirements of the manager role and has been identified as possessing the pre-requisite skills to grow into a future partner/managing director or principal. The Senior Manager is developing greater leadership skills and continuously taking on greater responsibilities. The Senior Manager...
-
Tax Manager
1 month ago
Des Moines, United States Forvis Full timeDescription & Requirements As a Tax Manager, you will have the opportunity to lead and develop a team while providing ultra-responsive customer service to our clients. If you have experience with managing tax advisory services, tax compliance, and tax provision to a diversified client base, this is the position for you! How you will contribute: Managing tax...
-
Manager, Tax
1 day ago
West Des Moines, United States UHY LLP Full timePosition Summary: THE FOCUS IS YOU: We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our (INSERT REGION HERE) Region. As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax...
-
Audit Senior Manager
4 weeks ago
West Des Moines, United States UHY LLP Full timePosition Summary: THE FOCUS IS YOU: We are looking to add an Audit Senior Manager to help guide and oversee our clients, in addition to supporting our internal leaders and the on-going growth in our Midwest Region. As an Audit Senior Manager, you will be responsible for overseeing and reviewing the necessary procedures involved in planning and executing...
-
Tax Manager
3 days ago
Des Moines, United States Eide Bailly Full timeTax Manager Job Locations US-IA-Des Moines ID 2024-7270 Category Tax Services Position Type Full-Time Work Option(s) In-Office Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a...
-
Tax Manager
1 week ago
West Des Moines, United States Forvis Full timeDescription & Requirements As a Tax Manager, you will have the opportunity to lead and develop a team while providing ultra-responsive customer service to our clients. If you have experience managing tax advisory services, tax compliance, and tax provision for a diversified client base, this is the position for you! How you will contribute: Managing tax...
-
Tax Director | Commercial Products
4 days ago
Des Moines, United States Forvis Full timeDescription & Requirements How you will contribute: Providing tax compliance and tax advisory services to individuals, partnerships and corporations Developing, building, and managing client relationships including billing and collection activities Participating in networking activities and proposals to further expand business opportunities and client...
-
Senior Engineer
4 days ago
Des Moines, United States Aztec Full timeRole description The Senior Engineer Private Cloud will provide operational support for the LSEG Private Cloud infrastructure. The role consists of but is not limited to: Administer (monitor, support, prevent, maintain, fix, improve) the virtual and physical private cloud infrastructure. Provide project support as required. Provide shift & weekend coverage...
-
Tax Manager or Director, Construction
5 days ago
Des Moines, United States CliftonLarsonAllen Full timeCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and...