Tax Manager
4 weeks ago
FORVIS is seeking a highly skilled Tax Manager to join our Private Client team. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs, and we partner with financial planners, Wealth Strategists, and Innovation teams to expand your flexibility in helping clients grow, preserve, and protect wealth.
Key Responsibilities:
- Providing tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations
- Developing, building, and managing client relationships as part of the proposal process
- Participating in networking activities to further expand business opportunities and client relationships
- Maintaining functional expertise and understanding of a client's business or family structure to address client concerns and challenges
- Assisting with managing, developing, and coaching professional tax staff
- Reviewing and managing projects prepared by tax associates and seniors
- Effectively delegating responsibilities to others and monitoring efforts of engagement teams
- Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
- Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
Requirements
- 5 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 provider of tax compliance, consulting, and planning services to individuals, families, and businesses. We are committed to delivering exceptional client service and building long-term relationships with our clients. If you are a motivated and experienced tax professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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