Tax Senior Manager | Private Client

3 weeks ago

Salt Lake City, 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 Manager 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, and 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:

7 - 9 years 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

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