Head of Private Client Tax Solutions

1 week ago


Knoxville, Tennessee, United States FORVIS Full time
Position Overview:
As a key member of the Forvis team, the Private Client Tax Director plays a vital role in delivering comprehensive tax compliance and advisory services to high-net-worth individuals, families, and fiduciaries. This position requires a deep understanding of tax regulations and strategies related to personal, partnership, trust, estate, and charitable entities.

Key Responsibilities:
  • Delivering expert tax compliance and advisory services tailored to individuals, partnerships, trusts, estates, and private foundations.
  • Building and nurturing client relationships throughout the proposal process to enhance service delivery.
  • Engaging in networking initiatives to broaden business opportunities and strengthen client connections.
  • Maintaining a thorough understanding of clients' business or family structures to effectively address their unique challenges.
  • Leading, developing, and mentoring a team of professional tax staff to ensure high-quality service.
  • Overseeing and reviewing projects prepared by tax associates and senior staff to ensure accuracy and compliance.
  • Delegating tasks effectively while monitoring the performance of engagement teams.
  • Utilizing advanced technology tools to enhance work processes and improve efficiency.
  • Conducting in-depth research on complex tax issues and clearly communicating findings to clients and team members.

Qualifications:
We seek candidates who demonstrate a commitment to exceptional client service and possess:
  • A minimum of 9 years of relevant experience in public accounting, law, or trust services.
  • A bachelor’s or advanced degree in accounting, finance, or a related discipline.
  • A valid CPA license or J.D. degree with bar admission.
  • Proven experience managing multiple client engagements effectively.

About Forvis:
Forvis is dedicated to creating a fulfilling career experience for our team members, fostering an inclusive culture that values diverse backgrounds and talents. We are committed to providing competitive rewards, professional development opportunities, and a supportive environment for growth.

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