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Tax Director | Private Client
2 months ago
General Information Name: Tax - Director - Private Client Posting Title: Tax Director | Private Client Ref #: 2229969 Date Published: Monday, February 26, 2024 City: Austin State: Texas Country: United States Job Category: Tax Office: Austin TX (Forvis) Advertised Location: US-TX-Austin, US-TX-San Antonio 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. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands 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, 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. Maintaining functional expertise and understanding of a client's business or family structure to address 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. Using technology tools in regular assignments and demonstrating a commitment to improving work processes through technology. Successfully researching complex tax issues, applying findings to projects, and clearly 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. Effective communication and listening skills enhancing problem-solving and communication for client, team, and operational performance. Built a community of external advisors 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 related field. CPA license or J.D. degree and bar admission. Experience managing multiple client engagements. #J-18808-Ljbffr
