Tax Senior Manager | Private Client

3 weeks ago


Kansas City, 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 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-KCMO

#LI-JB2

  • Kansas City, United States Forvis Full time

    Description & 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 Accountant

    3 weeks ago


    Redwood City, United States NRI TAX GROUP Full time

    Job DescriptionJob DescriptionFAST-GROWING TAX FIRM SEEKING TAX PREPARERS, TAX SENIORWe are a Tax Preparation & Consulting Firm in Santa Clara, Fremont. We are fortunate to have experienced continuous significant growth and have attracted great clients with complex tax situations that create challenging and interesting work in other than Taxes, Streamlines...

  • Tax Senior Manager

    1 month ago


    Kansas City, United States FORVIS Full time

    Requisition Number2232185 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 clients and communicate regularly with them to...

  • Tax Manager

    4 weeks ago


    Kansas City, United States CBIZ Full time

    With over offices and nearly 7, associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ is honored to be the recipient of...

  • Tax Manager

    3 weeks ago


    Kansas City, United States NDH Full time

    NDH Advisors LLC is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting and personal finance services to dynamic businesses, high net-worth individuals and family offices throughout the United States. With offices in Chicago, Kansas City, and Philadelphia, we are expanding our roster of talented professionals and are seeking...

  • Tax Manager

    4 weeks ago


    Kansas City, United States NDH Full time

    NDH Advisors LLC is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting and personal finance services to dynamic businesses, high net-worth individuals and family offices throughout the United States. With offices in Chicago, Kansas City, and Philadelphia, we are expanding our roster of talented professionals and are seeking...


  • Kansas City, United States NDH Full time

    NDH LLP is seeking an energetic tax professional to support our growing practice. The candidate must have a strong work ethic, exceptional leadership qualities and at least three years public accounting experience. Excellent communication skills are required. The candidate will report to the firm's Managers and Partners and will work directly with clients to...

  • Senior Tax Associate

    4 weeks ago


    Kansas City, United States NDH Full time

    NDH LLP is seeking an energetic tax professional to support our growing practice. The candidate must have a strong work ethic, exceptional leadership qualities and at least three years public accounting experience. Excellent communication skills are required. The candidate will report to the firm's Managers and Partners and will work directly with clients...

  • Tax Senior

    4 days ago


    Park City, UT, United States Holthouse Carlin & Van Trigt LLP Full time

    Focus. Clarity. Commitment. HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and advisory services to private and public companies, business owners, high net worth individuals, and family offices across select industry niches. At HCVT, we are different. We are a team driven by our...

  • Tax Senior Manager

    6 days ago


    Salt Lake City, United States CBIZ Full time

    With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the...


  • Salt Lake City, UT, United States CyberCoders Full time

    Salt Lake City, UTRemote Available Full-time $140,000.00 - $180,000.00Posted 05/09/2024We are a public accounting firm with national and international clients, working with both small, early-stage businesspersons to large, global organizations. Our experts are highly experienced in financial advising, tax, accounting and business strategies to provide...

  • Tax Manager

    4 weeks ago


    Oregon City, United States Sterling Freeman Full time

    Review and prepare tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits. Lead / Co-Lead client meetings to review tax planning strategies and projections. Ability to manage work flow including multiple priorities, deadlines and budgets Manage/Grow a book of...


  • Kansas City, United States Forvis Full time

    Description & Requirements As a Tax Associate at FORVIS, you will gain valuable experience, use your critical thinking abilities to help clients solve problems, and apply your social skills to build rewarding business relationships. You will have the opportunity to work with clients from a variety of industries as you develop your technical skills and...


  • Sioux City, Iowa, United States Black Leopard, Inc. Full time

    Will you be ready to be this successful food manufacturer's next Corporate Tax Manager in two years? Become their Senior Tax Accountant now to be groomed for the promotional opportunity. Promotion is available in two years when the incumbent retires. SENIOR TAX ACCOUNTANT Location: Sioux City, IA area Compensation: $115,000 + Bonus + Excellent Benefits +...

  • Senior Tax Advisor

    3 weeks ago


    Arizona City, United States Platform Accounting Group Full time

    Job Description Job Description Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a...


  • New York City, United States myGemma Full time

    Private Client Sales Managers myGemma is on the lookout for Private Client Sales Managers to join our New York sales team.   About the role: If you love luxury goods and relationship building and have an extensive client base of luxury shoppers…then this position could be for you! We are looking for people to generate private shopping...

  • Tax Senior/Associate

    2 weeks ago


    Garden City, United States Tandym Group Full time

    A professional services firm on Long Island is actively seeking an experienced Tax professional to join their staff in Nassau County as a Tax Senior / Associate. Responsibilities: The Tax Senior / Associate will be responsible for providing tax planning and compliance to a sophisticated High Net Worthclient baseinvested in the Financial Services industry,...

  • Senior Tax Associate

    4 weeks ago


    Kansas City, United States Brewer Morris Full time

    RESPONSIBILITIES Assist with federal, state and local, & foreign income tax filings; quarterly estimates; and extensions as needed Conduct tax research, assess regulatory compliance, and manage projects as they arise Ability to meet monthly, quarterly and annual goals, targets, and deadlines Preparation and/or review state sales & use tax filings Demonstrate...


  • Kansas City, KS, United States CyberCoders Full time

    Chicago, IL • Bloomington, IL • Kansas City, KSRemote Available Full-time $170,000.00 - $200,000.00Posted 02/12/2024 Job Title: Tax Manager / Senior Tax Manager Location: REMOTE Salary: $170 - 190K + Full Benefits + 100% Remote Requirements: CPA or EA,  At least 5-8+ years of Tax Manager Exp. ***Real Estate experience is a plus! We are one of the...

  • Senior Tax Accountant

    1 month ago


    Garden City, United States Kamler Lewis & Noreman Full time

    Job DescriptionJob DescriptionKLN is  Hiring! We are growing and looking to hire a SENIOR TAX ACCOUNTANT and TAX MANAGER Kamler Lewis & Noreman LLP is a boutique accounting firm on Long Island.If you are the kind of person seeking a NYC Firm but wants to be on Long Island ... Our Firm is for you!We do not have a turn over in our staff - we seek to grow our...