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General Information Name: Tax - Director - Private Client Posting Title: Tax Director - Private Client Ref #: 2233350 Date Published: Thursday, August 8, 2024 City: New York State: New York Country: United States Job Category: Tax Office: New York NY (MUSA) Advertised Location: US-NJ-Iselin, US-NY-Long Island, US-NY-New York, US-PA-Fort Washington Working Time: Full Time Description & Requirements Forvis Mazars 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 Director - Private Client serves as a trusted advisor and member of various client service teams and must possess 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. How you will contribute: Providing tax compliance and tax advisory services to individuals, closely held flow-through entities, trusts, and estates with an emphasis on sophisticated tax matters Helping in developing, building, and managing client relationships Assisting in managing, developing, and coaching professional tax staff Reviewing returns prepared by tax associates and seniors Effectively delegating responsibilities to others and monitoring efforts of engagement teams and their growth and development 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: 9 years or more of related experience in public accounting, law firm, or trust department Bachelor's or graduate degree in accounting, finance, or related field CPA license Experience managing staff and multiple client engagements New York City Pay Transparency Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. 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. New York Salary Range: NY Minimum Salary (USD): $ 153,500 NY Maximum Salary (USD): $ 300,000 #J-18808-Ljbffr
