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Tax Strategy Director

2 months ago


Atlanta, Georgia, United States FORVIS Full time
About the Role

We are seeking a highly skilled and experienced Tax Expert to join our team as a Washington National Tax Office Leader. As a key member of our tax practice, you will play a critical role in driving our tax strategy and providing expert advice to our clients.

Key Responsibilities
  • Provide thought leadership and expertise in tax matters, including taxation of high-net-worth individuals, estates, and trusts.
  • Develop and implement tax strategies and solutions to complex challenges, leveraging your extensive knowledge and experience in tax law.
  • Collaborate with cross-functional teams to identify opportunities for new service offerings and innovation of existing services.
  • Build and maintain relationships with key stakeholders, including clients, colleagues, and industry partners.
  • Stay up-to-date with evolving tax legislation, guidance, and case law, and apply this knowledge to provide expert advice to clients.
  • Develop and deliver educational presentations and training programs to clients and internal stakeholders.
  • Contribute to the development of tax policy and advocacy efforts, working closely with government agencies and industry organizations.
Requirements
  • 10+ years of experience in tax, with a strong background in taxation of high-net-worth individuals, estates, and trusts.
  • Advanced degree in Accounting, Taxation, or Law (J.D. or L.L.M.).
  • CPA license and/or J.D. / L.L.M. preferred.
  • Strong critical thinking and problem-solving skills, with the ability to analyze complex tax issues and develop effective solutions.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and industry partners.
  • Continuous learning and a commitment to staying up-to-date with evolving tax laws and regulations.
About Forvis

Forvis is a professional services firm providing assurance, tax, and advisory services to clients across the globe. We are committed to delivering Unmatched Client Experiences and are driven by our forward vision to help our clients succeed. Our team of 5,500 dedicated professionals serves clients in all 50 states and across the globe, with a strong presence in the tax practice.

We are an equal opportunity/affirmative action employer, committed to diversity and inclusion in the workplace. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional results for our clients.