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Tax Manager

2 months ago


Nashville, Tennessee, United States FORVIS Full time
About the Role

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 high net worth individuals, families, and fiduciaries.

Key Responsibilities
  • Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations.
  • Develop and manage client relationships through the proposal process.
  • Participate in networking activities to expand business opportunities and client relationships.
  • Maintain functional expertise and understanding of a client's business or family structure to address client concerns and challenges.
  • Assist in managing, developing, and coaching professional tax staff.
  • Review and manage projects prepared by tax associates and seniors.
  • Effectively delegate responsibilities to others and monitor efforts of engagement teams.
  • Proficiently use technology tools in regular assignments and demonstrate a commitment to improving work processes through the use of technology.
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.