Washington National Tax Office Senior Manager| Knowledge Transfer Strategist

3 weeks ago


Chicago, United States FORVIS Full time

Description & Requirements

FORVIS Washington National Tax Office (WNTO) exists to unlock the full potential of the FORVIS tax practice and the clients they serve. We do this through thoughtful collaboration and an uncommon commitment to technical excellence which allows us to provide unique insights on tax issues, develop innovative forward-thinking solutions to address complex tax needs and build intentional relationships within the tax community.

As the Knowledge Transfer Strategist for FORVIS WNTO you will have the opportunity to increase recognition of the FORVIS brand as a national thought leader. Members of WNTO have a deep understanding of tax issues and proactively follow evolving legislation, guidance, and case law. As the Knowledge Transfer Strategist you will collaborate with other members of the WNTO, and the broader FORVIS team, to produce timely, relevant and insightful tax content and develop a distribution strategy based on creating valuable connection points with FORVIS clients and the market place.

If you can demonstrate an uncommon commitment to excellence, possess a practical ability to understand, apply and communicate tax matters, enjoy working collaboratively, and have a passion for making tax people famous this may be the position for you

How you will contribute:

Developing and implementing the FORVIS tax thought leadership strategy

Driving creation of valuable knowledge share content from insights and analysis on evolving legislation, guidance and case law identified by other WNTO members and the broader tax practice

Building the FORVIS network of key relationships internal and external

Converting the tax insights and observations of WNTO members into valuable connection points

Supporting communications and marketing around new service offerings

Communicating tax strategies and solutions to non-tax service lines

Providing guidance regarding what knowledge to share, the extent of sharing, with whom to share, and the optimal platforms for sharing

Making FORVIS people famous for the thought leadership they provide

We are looking for people who have Forward Vision and:

Excellent verbal and written communication skills, including the ability to understand and clearly communicate complex and evolving tax issues to the marketplace

Strong organizational and project management skills with an ability to get things done

Meticulous attention to detail

Demonstrated aptitude for building relationships and creating valuable connection points

Proficiency in design thinking and top-down thinking

Strong understanding of communication channels and frameworks

Continuous learning and a commitment to excellence

Passion for serving and developing others

Minimum Qualifications:

Bachelor's or Master's degree in Accounting or Taxation or Juris Doctor

7 or more years of experience working with a large accounting firm, law firm, relevant tax policy making entity or a publisher of technical materials in the areas of law and taxation

Experience authoring and/or editing articles on accounting, finance or tax issues

Preferred Qualifications:

CPA license and/or J.D. / L.L.M

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