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Tax Compliance Specialist

2 months ago

Asheville, North Carolina, United States FORVIS Full time
Private Client Tax Manager

As a trusted advisor and member of various client service teams, the Private Client Tax Manager at Forvis Mazars plays a critical role in providing sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.

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

We are seeking individuals who possess a strong dedication to client service, excellent supervisory and time management skills, and effective communication and listening skills. If you have a passion for building a community of external advisors and are committed to delivering exceptional results, we encourage you to apply.