Senior Tax Consultant

2 weeks ago


Nashville, Tennessee, United States FORVIS Full time
Position Overview:
As a Senior Tax Consultant at FORVIS, you will play a pivotal role in delivering comprehensive tax compliance, advisory, and strategic planning services tailored for individuals, multi-generational families, fiduciaries, and other high-net-worth entities. Our team comprises seasoned professionals, including CPAs and JDs, who collaborate with financial planners and wealth strategists to enhance client wealth management.

Key Responsibilities:
  • Delivering tax compliance and advisory services to a diverse clientele, including individuals, partnerships, trusts, estates, and private foundations.
  • Building and nurturing client relationships throughout the proposal process.
  • Engaging in networking initiatives to broaden business opportunities and strengthen client connections.
  • Maintaining a deep understanding of clients' business or family structures to effectively address their unique challenges.
  • Supporting the development and mentorship of junior tax professionals.
  • Overseeing and reviewing projects prepared by tax associates and senior staff.
  • Delegating tasks efficiently and monitoring the performance of engagement teams.
  • Utilizing advanced technology tools to enhance work processes and deliver high-quality results.
  • Conducting thorough research on complex tax matters, applying insights to projects, and communicating findings clearly in written form.

Ideal Candidate Profile:
  • Commitment to exceptional client service.
  • Strong supervisory and time management capabilities.
  • Effective communication and listening skills to facilitate problem-solving and enhance team performance.
  • A robust network of external advisors for collaboration.

Qualifications:
  • 3-5 years of relevant experience in public accounting, legal practice, or trust administration.
  • Bachelor's or advanced degree in accounting, finance, or a related discipline.
  • Possession of a CPA license or J.D. degree with bar admission.
  • Experience in managing multiple client engagements effectively.

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