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Tax Director
2 months ago
Job Summary: We are seeking a highly skilled Tax Director to join our Private Client team at Forvis. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, families, and businesses.
Key Responsibilities:
- Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations.
- Develop and maintain 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 the 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 clearly 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.
