Tax Senior Manager | Private Client
3 weeks ago
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, and 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
- 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
- 7 years of related experience in public accounting, law firm, or trust department
- Bachelor's or graduate degree in accounting, finance, or a related field
- CPA license or J.D. degree and bar admission
- Experience managing multiple client engagements
#LI-IND
#LI-JB2
-
Senior Tax Manager
4 weeks ago
Indianapolis, United States TEIPEN CPA Group PC Full timeJob DescriptionJob DescriptionTeipen, Selanders, Poynter & Ayres, PC, a mid-sized fast growing public accounting firm, is seeking a Senior Tax Manager. We have been offering a broad range of services to our business and personal clients since 1976. We are looking for a tax expert to help manage our growth on the tax side of our...
-
Senior Tax Manager
3 weeks ago
Indianapolis, United States TEIPEN CPA Group PC Full timeJob Description Job Description Teipen, Selanders, Poynter & Ayres, PC, a mid-sized fast growing public accounting firm, is seeking a Senior Tax Manager. We have been offering a broad range of services to our business and personal clients since 1976. We are looking for a tax expert to help manage our growth on the tax side of our...
-
Tax Director
1 week ago
Indianapolis, United States American Senior Communities Full timeTax Director at American Senior CommunitiesLocated in Indianapolis The primary responsibilities center around the timely preparation and filing of business and individual tax returns for various entities and their owners. ESSENTIAL POSITION FUNCTIONS Serve the individual owners and their business entities by preparing various federal and state tax returns,...
-
Senior Manager | International Tax
4 weeks ago
Indianapolis, United States CBIZ Full timeWith 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...
-
Client Service Professional
4 weeks ago
Indianapolis, United States Diamond Tax Service Inc Full timeJob DescriptionJob DescriptionClient reception and follow-up. Oversee front office operations. Assist Senior and Junior tax professionals as needed.
-
Tax Manager
4 weeks ago
Indianapolis, United States Sponsel CPA Group Full timeJob DescriptionJob DescriptionTax Manager Job DescriptionSummaryResponsible for managing tax reporting and compliance within the firm. Ensures tax returns are completed and accurate to minimize tax obligations. Responsible for tax planning in preparation for future filings.Primary responsibilities• Assist private company clients in reaching their goals...
-
Tax Manager
4 weeks ago
Indianapolis, United States Sponsel CPA Group Full timeJob DescriptionJob DescriptionSponsel CPA GroupTax Manager Job DescriptionSummaryResponsible for managing tax reporting and compliance within the firm. Ensures tax returns are completed and accurate to minimize tax obligations. Responsible for tax planning in preparation for future filings.Primary responsibilities• Assist private company clients in...
-
Tax Senior
4 weeks ago
Indianapolis, United States Sponsel CPA Group Full timeJob DescriptionJob DescriptionSponsel CPA GroupTax Senior Accountant Job Duties:The ideal candidate must be able to successfully perform the following duties:• Maintain required level of technical knowledge. • Prepare tax projections and estimated federal and state income tax payments. • Prepare work papers for various book to tax differences. •...
-
Tax Senior
3 weeks ago
Indianapolis, United States Sponsel CPA Group Full timeSponsel CPA GroupTax Senior Accountant Job Duties:The ideal candidate must be able to successfully perform the following duties:• Maintain required level of technical knowledge. • Prepare tax projections and estimated federal and state income tax payments. • Prepare work papers for various book to tax differences. • Perform year-end accrual...
-
Tax Manager
2 weeks ago
Indianapolis, IN, United States CyberCoders Full timeIndianapolis, INRemote Available Full-time $100,000.00 - $150,000.00Posted 05/08/2024We are a midsize pubic accounting firm that is located just outside of I-465 off I-69 on 96th Street. We are about 30 employees and growing. We offer Tax, Audit, Financial planning, and bookkeeping services for out clients. We have a wide variety of clients in the the...
-
Tax Manager | Commercial Services
4 weeks ago
Indianapolis, 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 Senior Associate
4 weeks ago
Indianapolis, United States FORVIS Full timeDescription & Requirements As a Tax Senior Associate 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...
-
Tax Manager
1 week ago
Indianapolis, IN, United States CyberCoders Full timeIndianapolis, INHybrid Full-time $100,000.00 - $150,000.00Posted 01/08/2024We are a midsize pubic accounting firm that is located just outside of I-465 off I-69 on 96th Street. We are about 30 employees strong and growing fast. We offer Tax, Audit, Financial planning, and bookkeeping services for out clients. We have a wide variety of clients in the the...
-
Tax Manager
2 weeks ago
Indianapolis, IN, United States CyberCoders Full timeIndianapolis, INHybrid Full-time $100,000.00 - $150,000.00Posted 04/15/2024We are a midsize pubic accounting firm that is located just outside of I-465 off I-69 on 96th Street. We are about 30 employees strong and growing fast. We offer Tax, Audit, Financial planning, and bookkeeping services for out clients. We have a wide variety of clients in the the...
-
Tax Senior Associate II
2 weeks ago
Indianapolis, United States CBIZ, Inc. Full timeWith 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...
-
Accounting & Tax Manager
2 days ago
Indianapolis, United States TMA Small Business Accounting PC Full timeACCOUNTING AND TAX MANAGER Special opportunity at a small CPA firm!RESPONSIBILITIES: As an Accounting and Tax Manager, your main responsibility will be to provide outstanding personal service to a section of our small business clientele. We interact with our clients on a frequent basis and our systems keep workflow running smoothly throughout the year. You...
-
Tax Manager
2 weeks ago
Indianapolis, United States Creative Financial Staffing Full timeJob Title: Tax Manager - Services Manufacturing Company Overview: Our client is a dynamic and rapidly growing services manufacturing company committed to delivering exceptional value to their customers. With innovation at their core, they specialize in providing high-quality services and products across various sectors. As they continue expand their...
-
Tax Manager
5 days ago
Indianapolis, IN, United States CyberCoders Full timeIndianapolis, INRemote Available Full-time $140,000.00 - $150,000.00Posted 05/10/2024Job Title: Tax ManagerJob Location: HybridSalary: $140k-$150kRequirements: 5+ years We are looking for an experienced Tax Manager to join our Accounting - Finance team. This individual will lead the taxation process for our organization, ensuring accurate and timely filings....
-
Experienced Tax Associate
1 week ago
Indianapolis, United States Forvis Full timeDescription & 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...
-
Senior Analyst
4 weeks ago
Indianapolis, United States Elanco Animal Health Incorporated Full timeAt Elanco (NYSE: ELAN) - it all starts with animals! As a global leader in animal health, we are dedicated to innovation and delivering products and services to prevent and treat disease in farm animals and pets. We're driven by our vision of 'Food and Companionship Enriching Life' and our approach to sustainability - the Elanco Healthy Purpose™ - to...