Tax Senior Associate ll

3 weeks ago


Richmond, United States CareerBuilder 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 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 you

How 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 matters

Assisting with developing, building, and managing existing client relationships

Participating in networking activities to further expand business opportunities and client relationships as part of the proposal process

Assisting in managing, developing, and coaching professional tax staff

Reviewing returns prepared by tax interns, associates and senior associates - level l

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 providing an unmatched client experience

A strong sense of ownership for delivering high-quality service to clients and experience servicing multiple client engagements

An ability to maintain functional expertise and understanding of a client's business or family structure, which is essential to addressing client concerns, challenges, and opportunities

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:

Bachelor's or graduate degree in accounting, finance, or related field

A minimum of 3 years of relevant progressive tax experience in public accounting

CPA license required

Experience managing multiple client engagements

#LI-RICH

#LI-KB1 #LI-JB2
#J-18808-Ljbffr



  • Richmond, 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 Associate ll serves as a trusted advisor and member of various client service teams. You must possess...


  • Richmond, 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 Associate ll serves as a trusted advisor and member of various client service teams. You must possess...

  • Senior Tax Associate

    2 weeks ago


    Richmond, United States Magnify.net Full time

    Job description MAGNIFY is actively seeking an experienced Senior Tax Associate for our client based here in the Richmond, VA area! Tax Accounting experience is a must! This is a Direct Hire opportunity, available right away, for an individual with a strong background in tax & accounting and a true desire to grow within an organization. The Senior Tax...

  • Tax Associate

    4 weeks ago


    Richmond, 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...

  • Tax Manager

    3 days ago


    Richmond, United States Meadows Urquhart Acree & Cook, LLP Full time

    Job DescriptionJob DescriptionAre you a tax wizard who loves staying up-to-date on the latest regulations and enjoys working with mid-sized companies, high net worth individuals, nonprofits, and financial services? Then listen up, because we're looking for a driven and organized individual to join our growing firm as a Tax Manager!Since 2004, our CPA...

  • Senior Tax Analyst

    1 week ago


    Richmond, United States ProspectBlue Full time

    This role reports to the Director, Income Tax. Prepares and reviews quarterly income tax expense and effective tax rate calculation including accounting for uncertain tax positions and complying with tax-related SOX controls. Research complex tax issues and be a subject matter expert in a wide array of tax accounting subjects. Uses, improves, and maintains...


  • Richmond, 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 Manager serves as a trusted advisor and member of various client service teams. You must possess significant...


  • Richmond, United States Capital One Financial Corporation Full time

    West Creek 3 (12073), United States of America, Richmond, Virginia. Senior Associate, Accounting. Does the idea of working with professional, highly trained accountants inspire you? Are you an accounting professional with a demonstrated ability to wo Accounting, Associate, Senior, Accountant, Financial Planning, Banking, Reporting


  • Richmond, United States Virginia Supportive Housing Full time

    Job DescriptionJob DescriptionA career at Virginia Supportive Housing is a choice. We are here because we are driven to make a difference. We serve our most vulnerable neighbors by removing the barriers that have prevented them from maintaining stable housing, health, and wellness. We meet people where they are and treat them with dignity and respect. We...


  • Richmond, United States Virginia Commonwealth University Full time

      The Senior Associate Director of Athletics will serve as a strategic fundraising partner for the Vice President and Director of Athletics and will work with the Athletics Development team and Development and Alumni Relations (DAR) colleagues across the division to achieve Virginia Commonwealth University’s (VCU) philanthropic goals by designing,...

  • Associate Underwriter

    3 weeks ago


    Richmond, United States JAMES RIVER MANAGEMENT CO INC Full time

    Job DescriptionJob DescriptionCome grow with James River Insurance!James River Insurance is an excess and surplus lines segment of James River Group Holdings, Ltd. and operates on an approved non-admitted basis in 50 states and Washington, DC. Since 2003, James River has provided thousands of commercial property and casualty customers with innovative and...


  • Richmond, United States LL Flooring Lumber Liquidators Full time

    The Executive Assistant provides executive support to the Chief Ethics and Compliance Officer (CECO) and EVP, Chief Growth Officer (CGO). The Executive Assistant to CECO and CGO also serves as a liaison to the senior management team; organizes and co Administrative Assistant, Executive, Executive Assistant, Administrative, Assistant, Officer, Construction,...

  • Housekeeper

    12 hours ago


    Richmond, United States Sunrise Senior Living Full time

    Sunrise Senior Living - JobID: 211050 [Room Attendant / EVS Associate / Cleaning] As a Housekeeper at Sunrise, you'll: Perform general housekeeping duties in resident suites, public areas and support areas as assigned; Be responsible for collecting, cleaning and redistributing the community laundry; Assist Care Managers and Department Coordinators with...

  • Housekeeper>

    14 hours ago


    Richmond, United States Sunrise Senior Living Full time

    Sunrise Senior Living - JobID: 211050 [Room Attendant / EVS Associate / Cleaning] As a Housekeeper at Sunrise, you'll: Perform general housekeeping duties in resident suites, public areas and support areas as assigned; Be responsible for collecting, cleaning and redistributing the community laundry; Assist Care Managers and Department Coordinators with...


  • Richmond, Virginia, United States Virginia Commonwealth University Full time

    The Senior Associate Director of Athletics will serve as astrategic fundraising partner for the Vice President and Directorof Athletics and will work with the Athletics Development team andDevelopment and Alumni Relations (DAR) colleagues across thedivision to achieve Virginia Commonwealth University's (VCU)philanthropic goals by designing, executing and...

  • Senior Accountant

    1 week ago


    Richmond, United States Japanese Classics Full time

    Job DescriptionJob DescriptionWe are looking for a Senior Accountant to join our team! If you are a detail oriented accountant looking for a fun and exciting workplace, look no further. This isn't just another boring corporate job!Duties include:Daily Tasks: Send daily incoming wires to sales department. Download bank transactions directly into...


  • Richmond, United States Virginia Supportive Housing Full time

    Job DescriptionJob DescriptionA career at Virginia Supportive Housing is a choice. We are here because we are driven to make a difference. We serve our most vulnerable neighbors by removing the barriers that have prevented them from maintaining stable housing, health, and wellness. We meet people where they are and treat them with dignity and respect. We...


  • Richmond, Virginia, United States Virginia Commonwealth University Full time

    VCU Athletics is actively seeking a Senior Associate AD forDevelopment. The Senior Associate AD's primary purpose is to plan,coordinate and implement the development operations with VCUAthletics in order to increase and secure donor participation.Reporting directly to the Vice President & Director ofAthletics, the Senior Associate AD serves on the...

  • Delivery Driver

    3 weeks ago


    Richmond, United States Locke Supply Co Full time

    Job DescriptionJob DescriptionThe Right FitWe're looking for motivated individuals who have a passion for sales, customer service, and desire advancement opportunities. High Character is at the Core of the Locke Supply CultureWho is Locke Supply?Locke Supply is an ESOP- 100% Employee Owned.Locke Supply is the most progressive supply house in the...

  • Associate

    1 month ago


    Richmond, United States Canal Capital Management Full time

    Canal Capital Management is an independent registered investment advisor (RIA) located in Richmond, Va. We provide objective investment, tax, business advisory, real estate and financial advice. Our client base consists of successful high net worth families and institutions. We have been recognized locally as one of the fastest growing firms in Richmond and...