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Taxation Strategy Manager

2 months ago


Tampa, Florida, United States FORVIS Full time
Position Overview:
As a Taxation Lead at Forvis, you will play a crucial role in collaborating with colleagues to strategize for the future, assisting successful enterprises and their proprietors in navigating complexities, coordinating tax strategies, and fostering growth. Your authentic support will be pivotal in building relationships with both teammates and clients, ensuring a thorough understanding of their businesses and sectors.

Key Responsibilities:
  • Overseeing tax advisory services, compliance, and provisions for pass-through and C-corporation entities, with a focus on sectors such as manufacturing, distribution, construction, real estate, professional services, technology, and financial institutions.
  • Developing and nurturing client relationships.
  • Representing Forvis within the professional and business community.
  • Engaging in the proposal process for potential clients.
  • Contributing to technical guidance initiatives for both internal and external publication, as well as internal learning and development.
  • Assisting in the management, development, and mentorship of professional tax staff.
Ideal Candidate Profile:
We seek individuals who possess a Forward Vision and:
  • Demonstrated experience in managing multiple client engagements.
  • A strong commitment to delivering exceptional Client Service.
  • Outstanding supervisory, team-building, and time management abilities.
Minimum Qualifications:
  • A minimum of 5 years of progressive experience in public accounting tax, including technical consulting and research.
  • A Bachelor’s degree in accounting, finance, or a related discipline.
  • A valid CPA license.
Preferred Qualifications:
  • A Master’s degree in Taxation or a Law degree.
  • Experience with OneSource tax software.

At Forvis, we are committed to creating a meaningful career journey for our team members, allowing them to thrive professionally while making a significant impact on clients, industries, and local communities. We prioritize an inclusive culture that values diverse backgrounds and talents, viewing our people as our most valuable asset. We invest in our team members through competitive rewards, professional development opportunities, and fulfilling career paths.

Forvis is a professional services firm specializing in assurance, tax, and advisory services. Our firm is dedicated to delivering unmatched client experiences and is recognized among the top public accounting firms in the nation, with a strong commitment to preparing our clients for future challenges.