Tax Manager

1 day ago


Asheville, North Carolina, United States FORVIS Full time
Private Client Tax Manager

As a Private Client Tax Manager at Forvis, you will serve as a trusted advisor and member of various client service teams, providing sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.

Our professionals include CPAs and JDs, and we partner with financial planners, Wealth Strategists, and Innovation teams to expand your flexibility in helping clients grow, preserve, and protect wealth.

The Private Client Tax Manager 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.

You will participate in client development and team management, conducting research to stay current as a subject matter expert.

Key Responsibilities:
  • 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 and 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
Requirements:
  • 5 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

  • Tax Manager

    1 week ago


    Asheville, North Carolina, United States Jobot Full time

    ### Job Summary We are seeking a highly skilled Tax Manager to join our team at Jobot. As a critical member and leader on our engagement teams, you will be responsible for providing exceptional tax services to our clients. ### Key Responsibilities * Provide tax planning and consulting services to clients * Lead and supervise junior staff on tax...

  • Tax Manager

    2 days ago


    Asheville, North Carolina, United States Gould Killian CPA Group Full time

    {"Job Title": "Tax Manager", "Job Overview": "Gould Killian CPA Group, P.A. is seeking a tax manager with a history of excellent client service, communication, and technical proficiency.", "Responsibilities": "Take full responsibility for assigned engagements, ensuring work performed by engagement staff meets Firm quality control standards, is performed...

  • Tax Manager

    6 days ago


    Asheville, North Carolina, United States Gould Killian CPA Group Full time

    About Gould Killian CPA GroupGould Killian CPA Group is a reputable accounting and advisory firm based in downtown Asheville, North Carolina. With a rich history dating back to 1967, we have established a high-quality client base with long-term professional relationships.Job SummaryWe are seeking an experienced Tax Manager to join our team. As a key member...

  • Tax Manager

    2 weeks ago


    Asheville, North Carolina, United States Gould Killian CPA Group Full time

    {"Job Title": "Tax Manager", "Job Description": "Gould Killian CPA Group is seeking a highly skilled Tax Manager to lead our team in providing exceptional accounting and advisory services to individuals, estates, small businesses, non-profit organizations, and governmental units.As a Tax Manager, you will be responsible for supervising and reviewing the work...

  • Tax Manager

    3 weeks ago


    Asheville, North Carolina, United States Hanami International Full time

    About the RoleThis is an exciting opportunity to join a leading National CPA firm as a Tax Manager in their growing Asheville practice. The firm is seeking experienced professionals to assist with the growth and development of their local and national team.Key ResponsibilitiesApply tax foundational knowledge to understand potential tax issuesGather client...

  • Tax Professional

    2 weeks ago


    Asheville, North Carolina, United States Gould Killian CPA Group Full time

    About UsGould Killian CPA Group is a reputable accounting firm providing high-quality services to individuals, estates, small businesses, non-profit organizations, and governmental units.Job SummaryWe are seeking a highly skilled Tax Senior to join our team. As a Tax Senior, you will be responsible for preparing complex tax projects, supervising and training...

  • Tax Manager

    3 weeks ago


    Asheville, North Carolina, United States Gould Killian CPA Group Full time

    About Gould Killian CPA GroupGould Killian CPA Group is a reputable accounting and advisory firm providing high-quality services to individuals, estates, small businesses, non-profit organizations, and governmental units. Our team of experts is dedicated to delivering exceptional results and building long-term relationships with our clients.Job SummaryWe are...

  • Tax Advisor

    2 weeks ago


    Asheville, North Carolina, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance and support to our clients.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clients year-round.Build and maintain strong relationships with...


  • Asheville, North Carolina, United States FORVIS Full time

    Private Client Tax ManagerAs a trusted advisor and member of various client service teams, the Private Client Tax Manager at Forvis Mazars plays a critical role in providing sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.Key Responsibilities:Providing tax compliance and...

  • Tax Senior Associate

    2 weeks ago


    Asheville, North Carolina, United States FORVIS Full time

    {"header": "Tax Senior Associate Job Description", "subheader": "Join Forvis Mazars as a Tax Senior Associate and contribute to the success of our clients", "bulletPoints": ["Provide tax compliance, tax provision, and tax advisory services to pass-through and C-corporation entities with a focus on companies in the manufacturing, distribution, construction,...


  • Asheville, North Carolina, United States FORVIS Full time

    About the RoleWe are seeking a highly skilled Tax Associate to join our team at Forvis Mazars. As a Tax Associate, you will play a critical role in providing tax compliance and advisory services to our clients across various industries.Key ResponsibilitiesProvide tax compliance and advisory services to Pass-Through and C-corporation entities, with a focus on...


  • Asheville, North Carolina, United States Gould Killian CPA Group Full time

    About the RoleGould Killian CPA Group, P.A. is seeking a highly skilled Tax Senior to contribute to our team's success. As a Tax Senior, you will play a key role in providing exceptional accounting and advisory services to our clients.Key ResponsibilitiesPrepare and review complex tax projects, ensuring accuracy and compliance with regulatory...


  • Asheville, North Carolina, United States Gould Killian CPA Group Full time

    About the RoleGould Killian CPA Group, P.A. is seeking a seasoned tax senior to contribute to our team's success. As a leading accounting and advisory firm, we provide high-quality services to individuals, estates, small businesses, non-profit organizations, and governmental units.Key ResponsibilitiesPrepare complex and varied tax projects, including...


  • Asheville, North Carolina, United States Prager Metis CPAs Full time

    Position OverviewAt Prager Metis, we pride ourselves on our integrity and commitment to excellence. We uphold the highest standards in our expertise, professionalism, and client service, which we believe fosters the achievement of personal, team, and organizational objectives. Our team is composed of talented professionals who collaborate effectively in a...


  • Asheville, North Carolina, United States Crescent City Recruitment Group Full time

    We are currently seeking a Senior Tax Consultant to join our expanding team at Crescent City Recruitment Group. This position offers flexible work locations for qualified candidates.About the FirmA prominent accounting and consulting firm based in the Carolinas, specializing in a comprehensive range of assurance, tax, and advisory services, is looking for a...


  • Asheville, North Carolina, United States Gpac Full time

    About the Role:This position is with a reputable firm in the dynamic field of public accounting. The firm is experiencing growth and offers a pathway for a driven professional to potentially become a partner or owner in the future. This is an exceptional opportunity for individuals who are enthusiastic about tax management and eager to elevate their careers....


  • Asheville, North Carolina, United States Gpac Full time

    Overview:We are collaborating with a reputable firm in the dynamic sector of public accounting. This organization is expanding and presents a unique opportunity for a driven professional to potentially become a partner or owner in the future. This role is ideal for individuals who are enthusiastic about tax management and are eager to elevate their...


  • Asheville, North Carolina, United States d&b audiotechnik GmbH Full time

    Company Overview:d&b audiotechnik GmbH is a leading provider of professional audio solutions, committed to delivering exceptional sound experiences across various industries.Position Summary:We are in search of an experienced Senior Financial Operations Manager to oversee the financial operations for our North American division. This role requires a...


  • Asheville, North Carolina, United States Performance Staffing Solutions, Inc. Full time

    Office Manager - CPA FirmWe are seeking a highly experienced Office Manager to join our team at a well-established CPA firm in Asheville, NC. This critical leadership role is directly involved in the firm's daily operations and reports to the managing partner.Key Responsibilities:Oversee the firm's daily operations, ensuring efficient project management and...


  • Asheville, North Carolina, United States Gpac Full time

    Quality Assurance Manager OpportunityGpac is partnering with a family-owned company in eastern Tennessee to find a Quality Assurance Manager for their food manufacturing facility. This company has a strong business model and is proud of its debt-free status, having grown through profits alone. They prioritize servant leadership and investing in their...