Senior Tax Manager

2 weeks ago


Fort Worth, Texas, United States FORVIS Full time
General Overview

Position Title

Senior Tax Manager - Private Client Services

Company Overview

FORVIS is on the lookout for a dynamic professional to join our ranks as a Senior Tax Manager specializing in Private Client Services.

Role Summary

The Private Client Services team at FORVIS provides comprehensive tax compliance, advisory, and strategic planning services tailored for individuals, families across generations, fiduciaries, and more.

Our dedicated team consists of experienced CPAs and legal professionals.

By collaborating with financial advisors, wealth strategists, and innovation teams, you will enhance your ability to support clients in growing, protecting, and managing their wealth effectively.

The Senior Tax Manager for Private Clients serves as a vital consultant and an essential member of various client service teams, necessitating deep knowledge in tax compliance and advisory for personal, partnership, trust, estate, gift, and wealth preservation strategies, along with charitable organizations managed by ultra-high net worth individuals.

Key Responsibilities:

  • Delivering tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations.
  • Building, maintaining, and overseeing client relationships throughout the proposal phase.
  • Participating in networking activities to expand business opportunities and client connections.
  • Maintaining a thorough understanding of a client's business or family structure to effectively address their needs and challenges.
  • Leading, developing, and mentoring junior tax professionals.
  • Reviewing and supervising projects managed by tax associates and seniors.
  • Effectively delegating tasks, overseeing engagement team efforts, and leveraging technology tools.
  • Investigating complex tax issues, applying insights to projects, and clearly articulating findings in written form.

Desired Attributes: A proactive mindset, commitment to client service, outstanding supervisory and time management skills, effective communication and listening abilities, and the ability to cultivate a network of external advisors for collaboration and networking.

Minimum Qualifications: A minimum of 7 years of relevant experience in public accounting, legal practice, or trust services; a Bachelor's or Master's degree in accounting, finance, or a related discipline; a CPA license or J.D. degree with bar admission; and experience managing multiple client engagements.


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