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Tax Director

2 months ago

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

We are seeking a highly skilled Tax Director to join our Private Client Services team at Forvis. As a trusted advisor, you will provide 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.
  • Successfully research complex tax issues, apply findings to projects, and communicate those findings in writing.
Requirements
  • 9 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.
About Forvis

Forvis is a leading global professional services network with a legacy spanning over 100 years. We are committed to providing a different perspective and an unmatched client experience that feels right, personal, and natural. We respect and reflect the range of perspectives, knowledge, and local understanding of our people and clients.

We nurture a deep understanding of our clients' industries, delivering greater insight, deeper specialization, and tailored solutions through people who listen to understand, are responsive, and consult with purpose to deliver value.