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Tax Director | Private Client

2 months ago

Memphis, United States Forvis Mazars, LLP 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 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

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