Current jobs related to Tax Director | Private Client - Dallas - FORVIS

  • Tax Manager

    4 weeks ago

    Dallas, United States Andersen Full time

    The 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 embark...

  • Tax Senior Associate

    1 week ago

    Dallas, Texas, United States EisnerAmper Full time

    About the RoleEisnerAmper is seeking a highly skilled Tax Senior Associate to join our Private Client Services (PCS) team. As a key member of our team, you will be responsible for delivering exceptional client services and contributing to the growth and success of our practice.Key ResponsibilitiesPrepare and review tax returns for individuals, partnerships,...

  • Tax Senior Manager

    3 weeks ago

    Dallas, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Tax Senior Manager

    3 weeks ago

    Dallas, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Tax Senior Manager

    3 weeks ago

    Dallas, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Tax Senior Manager

    3 weeks ago

    Dallas, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Tax Senior Associate

    3 weeks ago

    Dallas, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you will love from top to bottom - we give you the tools you...

  • Tax Director

    3 weeks ago

    Dallas, United States Frontline Source Group Full time

    Job Description Tax Director Our client in Dallas, TX is hiring a Tax Director on a direct hire basis. Company Profile: Full-Service CPA Firm Established over 30 years ago Tenured Team with very low turnover Hybrid work arrangement Tax Director Responsibilities: Manage and oversee the Practice Area focused on HNWI and Partnerships Manage 3 – 5 large...

  • Tax Leadership Director

    1 week ago

    Dallas, Texas, United States Crowe Full time

    About the RoleCrowe is seeking a highly skilled Tax Director to join our leadership team. As a key member of our team, you will be responsible for developing and maintaining Tax client relationships, identifying solutions to address client needs, and facilitating the implementation of provision and compliance projects.Key ResponsibilitiesDevelop and maintain...

  • Tax Director

    2 weeks ago

    Dallas, United States Frontline Source Group Full time

    Job DescriptionTax DirectorOur client in Dallas, TX is hiring a Tax Director on a direct hire basis.Company Profile:Full-Service CPA FirmEstablished over 30 years agoTenured Team with very low turnoverHybrid work arrangementTax Director Responsibilities:Manage and oversee the Practice Area focused on HNWI and PartnershipsManage 3 – 5 large engagements for...

  • Tax Director

    2 weeks ago

    Dallas, United States Frontline Source Group Full time

    Job DescriptionTax DirectorOur client in Dallas, TX is hiring a Tax Director on a direct hire basis.Company Profile:Full-Service CPA FirmEstablished over 30 years agoTenured Team with very low turnoverHybrid work arrangementTax Director Responsibilities:Manage and oversee the Practice Area focused on HNWI and PartnershipsManage 3 – 5 large engagements for...

  • Tax Director

    4 days ago

    Dallas, Texas, United States Jobot Full time

    Job Details We are seeking a highly skilled Tax Director to join our team at Jobot. As a Tax Director, you will be responsible for leading our tax management team and ensuring compliance with all tax regulations. Responsibilities: * Lead the tax management team and ensure compliance with all tax regulations * Develop and implement tax strategies to...

  • Tax Director

    1 week ago

    Dallas, Texas, United States Crowe Full time

    {"h1": "Tax Director Job Description at Crowe","p": "At Crowe, we are seeking a highly skilled Tax Director to join our leadership team. As a key member of our team, you will be responsible for developing and maintaining Tax client relationships, identifying solutions to address client needs, and facilitating the implementation of provision and compliance...

  • Senior Tax Associate

    4 weeks ago

    Dallas, United States Andersen Full time

    The 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 embark...

  • Senior Tax Associate

    3 weeks ago

    Dallas, United States Andersen Full time

    The 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 embark...

  • Tax Managing Director

    3 weeks ago

    Dallas, United States Forvis Mazars, LLP Full time

    General Information Name: Tax - Managing Director Posting Title: Tax Managing Director Ref #: 2233113 Date Published: Tuesday, July 23, 2024 City: Dallas State: Texas Country: United States Job Category: Tax Office: Dallas TX (Forvis) Advertised Location: US-TX-Dallas Working Time: Full Time Description & Requirements As a Tax Managing Director,...

  • 2025 Tax Winter Intern

    4 weeks ago

    Dallas, United States EisnerAmper Full time

    Job DescriptionAbout our Private Client Services (PCS) Team The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork,...

  • 2026 Tax Winter Intern

    2 weeks ago

    Dallas, United States EisnerAmper Full time

    Job DescriptionAbout our Private Client Services (PCS) Team The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork,...

  • 2025 Tax Winter Intern

    3 weeks ago

    Dallas, United States EisnerAmper Full time

    Job DescriptionAbout our Private Client Services (PCS) Team The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork,...

  • Tax Director

    1 week ago

    Dallas, Texas, United States EisnerAmper Full time

    About the RoleEisnerAmper is seeking a seasoned Tax Director to join our Real Estate team. As a key member of our team, you will be responsible for monitoring and reviewing legislative and administrative updates impacting real estate, REITs, real estate private equity, and debt fund clients. You will also provide technical expertise on partnership taxation...

Tax Director | Private Client

4 months ago

Dallas, 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. Partnering with our financial planners, Wealth Strategists, and Innovation teams expand your flexibility to help clients grow, preserve and protect wealth. The Private Client Tax Director 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, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Director participates in client development, and team management, and conducts research to be current as a subject matter expert.

How you will contribute:

  • Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations
  • Developing, building, and managing client relationships as part of the proposal process
  • Participating in networking activities to further expand business opportunities and client relationships
  • As a highly impactful team member, maintaining functional expertise and understanding of a client's business or family structure is essential to addressing client concerns and challenges
  • Assisting with managing, developing, and coaching professional tax staff
  • Reviewing and managing projects 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 who have Forward Vision and:
  • Dedication to client service
  • Excellent supervisory and time management skills
  • Exhibit effective communication and listening skills enhancing problem-solving and communication for client, team, and operational performance
  • Built a community of external advisors with which to network
Minimum Qualifications:
  • 9 years or more of related experience in public accounting, law firm, or trust department
  • Bachelor 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-DFW, #LI-FTW

#LI-JB2