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Senior Tax Advisory Manager

2 months ago

Kansas City, Missouri, United States FORVIS, LLP Full time
About the Role

As a key member of the FORVIS, LLP team, the Senior Tax Advisory Manager plays a pivotal role in delivering comprehensive tax compliance, consulting, and strategic planning services to a diverse clientele, including individuals, families, and fiduciaries.

Key Responsibilities
  • Delivering expert tax compliance and advisory services focused on individual, fiduciary, gift, and estate tax matters.
  • Building and nurturing client relationships through effective proposal development and engagement.
  • Engaging in networking initiatives to enhance business opportunities and client connections.
  • Overseeing, mentoring, and developing professional tax staff to ensure high-quality service delivery.
  • Reviewing and providing feedback on tax returns prepared by junior associates.
  • Delegating tasks effectively while monitoring the progress of engagement teams.
  • Utilizing advanced technology tools to streamline processes and improve efficiency.
  • Conducting thorough research on complex tax issues and articulating findings clearly in written reports.
Qualifications

The ideal candidate will possess:

  • A minimum of 7 years of relevant experience in public accounting, legal practice, or trust services.
  • A Bachelor’s or advanced degree in accounting, finance, or a related discipline.
  • A valid CPA license or J.D. degree with bar admission.
  • Proven experience in managing multiple client engagements effectively.
Desired Attributes

We seek individuals who demonstrate:

  • A strong commitment to client service excellence.
  • In-depth understanding of client business structures and the ability to address their unique challenges.
  • Exceptional supervisory and time management capabilities.
  • Effective communication and listening skills to facilitate problem-solving for clients and teams.