Tax Senior Manager | Private Client

2 months ago

Farmers Branch, United States FORVIS 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 Senior Manager 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, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Senior Manager 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 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
  • 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:
  • 7 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

  • Tax Leadership Position

    4 weeks ago

    Farmers Branch, Texas, United States Daniels & Erickson Full time

    Job OverviewThis role offers a unique opportunity to oversee multiple client teams in tax return preparation and planning, providing guidance, support, and skill development for team members.About the CompanyDaniels & Erickson is a reputable firm that works on complex projects with marquee clients, offering opportunities for professional growth and...

  • Senior Business Solutions Expert

    4 weeks ago

    Farmers Branch, Texas, United States Intellisoft Technologies Full time

    We are seeking a Senior Business Solutions Expert to join our team at Intellisoft Technologies.About the RoleThe ideal candidate will have 7+ years of experience as a Business Analyst, with expertise in gathering requirements for Snowflake, Sigma, Workiva, and Anaplan. Strong domain knowledge in Private Equity is desired. Experience working in Agile/Scrum...

  • Senior Geologist, Senior Project Manager

    1 day ago

    Farmers Branch, United States EnSafe Full time

    EnSafe is actively seeking a talented and experienced Sr. Environmental Project Manager to join our Dallas, Texas office, located in Farmers Branch, TX. EnSafe is an employee-owned global environmental consulting and engineering firm. We strive to provide cutting-edge, creative solutions for our clients. EnSafe specializes in custom solutions in...

  • Dental Assistant

    4 weeks ago

    Farmers Branch, Texas, United States Emergency Dental Care USA Full time

    Job OverviewWe are seeking a highly experienced Registered Dental Assistant to join our team at Emergency Dental Care USA in the north Dallas/Addison area.About the RoleThis is a full-time position requiring a RDA with at least 2 years of experience in private practice. The ideal candidate will have Dentrix experience, front office admin skills, and be...

  • Caregiver

    2 weeks ago

    Farmers Branch, United States Brookdale Senior Living Full time

    CaregiverOverviewVoted by Newsweek in 2024 as one of America's Greatest Workplaces for DiversityEarly Access to Paycheck with Earned Wage Access is available for Hourly Associates (outside of CA)Grow your career with Brookdale! Our Caregivers have the option to explore exciting opportunities for advancement in positions such as Certified Nursing Assistant...

  • Senior GCP Data Architect

    3 weeks ago

    Farmers Branch, Texas, United States Intellisoft Technologies Full time

    Job Overview:Intellisoft Technologies is a leading provider of innovative technology solutions. We are looking for a highly skilled Senior GCP Data Architect to join our team in Dallas, TX. As a key member of our team, you will be responsible for developing and delivering effective cloud solutions for different business units using Google Cloud Platform...

  • Dental Assistant Wanted for Private Practice in North Dallas

    1 month ago

    Farmers Branch, Texas, United States Emergency Dental Care USA Full time

    Job DetailsWe are seeking a highly skilled Registered Dental Assistant to join our team at Emergency Dental Care USA. The ideal candidate will have a minimum of 2 years experience working in private practice, specifically with experience in Dentrix software and front office administration.Responsibilities:Work as a Registered Dental Assistant with our...

  • Senior Salesforce DevOps Expert

    4 weeks ago

    Farmers Branch, Texas, United States Intellisoft Technologies Full time

    Job Title: Senior Salesforce DevOps ExpertWe are seeking a highly skilled Salesforce DevOps Expert to join our team at Intellisoft Technologies. As a key member of our organization, you will be responsible for designing and implementing complex Salesforce DevOps pipelines for releases, ensuring seamless deployment and minimizing downtime.Key...

  • Senior Data Science Analyst

    1 month ago

    Farmers Branch, United States Fay Financial Full time

    The Fay Group originated in 2008, is a full-scale real estate services company that offers mortgage servicing, property renovations, business purpose lending, insurance, and more to homeowners, investors, and clients nationwide. Fay handles a wide range of mortgage loan solutions for prospective homeowners with varying credit histories and also offers to...

  • Personal Assistant for Seniors

    6 days ago

    Flowery Branch, Georgia, United States A&C Private HomeCare Full time

    Job Description: We are seeking a compassionate and experienced Personal Care Assistant to join our team at A&C Private HomeCare. The ideal candidate will have a strong background in caregiving, excellent communication skills, and a caring approach.The successful candidate will be responsible for providing personalized care and support to clients in their...

  • Branch Manager

    4 months ago

    Farmers Branch, United States Diversified Sourcing Solutions Full time

    Job DescriptionJob DescriptionSelling Branch ManagerDiversified Sourcing Solutions is a family-owned and operated staffing company that provides quality talent for various industries. We seek a motivated and results-oriented Selling Branch Manager to lead our branch in Dallas, Texas.As a Selling Branch Manager, you will oversee all aspects of the branch...

  • Senior Data Analyst Lead

    6 days ago

    Farmers Branch, Texas, United States Fay Financial Full time

    Job DescriptionFay Financial is seeking an experienced Senior Data Science Analyst to join our team in New York City. As a Senior Data Science Analyst, you will be responsible for transforming data into actionable insights that drive strategic decision-making across the organization.The ideal candidate will have 5+ years of experience in data science,...

  • Senior Data Engineer

    2 weeks ago

    Farmers Branch, Texas, United States Intellisoft Technologies Full time

    Job Title: Senior Data EngineerWe are seeking an experienced Senior Data Engineer to join our team at Intellisoft Technologies. This is a 1-year open-ended contract opportunity that will provide the successful candidate with a unique chance to work on a cutting-edge data lake solution.Company OverviewOur client is a forward-thinking company that aims to...

  • Salesforce Architect in Pittsburgh and multiple client locations

    15 hours ago

    Farmers Branch, United States Indotronix International Corporation Full time

    Indotronix is seeking a Salesforce Architect in Pittsburgh and multiple client locations Position Title: Salesforce Architect Location: Dallas Tech Hub 2-3x per week Duration: Contract to hire Candidate Technical and skills profile: Key responsibilities in order of which they will be doing day 1 and frequently followed by those they will be doing as...

  • Geologist

    1 day ago

    Farmers Branch, United States EnSafe Full time

    EnSafe is accepting applications for a Geologist with a minimum of 5 years of experience in environmental consulting to join our Dallas office located in Farmers Branch, TX. EnSafe is an employee-owned environmental consulting and engineering firm. We strive to provide cutting-edge, creative solutions for our clients. For over 44 years EnSafe has provided...

  • Fay Financial | Senior Data Science Analyst | farmers branch, tx

    1 month ago

    farmers branch, United States Fay Financial Full time

    The Fay Group originated in 2008, is a full-scale real estate services company that offers mortgage servicing, property renovations, business purpose lending, insurance, and more to homeowners, investors, and clients nationwide. Fay handles a wide range of mortgage loan solutions for prospective homeowners with varying credit histories and also offers to...

  • Senior Compliance Specialist

    4 weeks ago

    Farmers Branch, United States TIB-The Independent BankersBank, N.A. Full time

    At TIB, we are committed to serving as Trusted Partners, for our community banks and our employees. We take great care to maintain our commitment to excellence and personalized service internally and externally. We are dedicated to providing a diverse work environment that fosters inclusivity and growth. If this aligns with your values and you want to join a...

  • Senior Systems Architect

    3 weeks ago

    Farmers Branch, Texas, United States Invigorate Finance Full time

    Job SummaryFay Servicing is seeking a highly skilled Senior Systems Architect to join our team. As a key member of our IT department, you will be responsible for designing, implementing, and maintaining our existing systems to ensure they remain available, secure, and efficient.Key Responsibilities:Design and implement scalable, reliable, and maintainable...

  • Senior Marketing Liaison

    1 week ago

    Farmers Branch, Texas, United States Amatus Health Care Full time

    Job OverviewWe are seeking a skilled Senior Marketing Liaison to join our team at Amatus Health Care. In this role, you will be responsible for promoting our mission and services by developing relationships with community referral sources, agencies, healthcare professionals, and families.Key Responsibilities:Develop and implement effective marketing...

  • Private Duty Nurse

    3 months ago

    Farmers Branch, United States At Home Healthcare Full time

    The Licensed Vocational Nurse works to ensure high-quality medical care and support for children with different healthcare needs. Our Licensed Vocational Nurse approaches each day with a passionate pursuit of caring for patients by working one-on-one with them and helping them to achieve their health goals.Join an awesome team of like-minded people! Why join...