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Private Client Tax Specialist

2 months ago

San Antonio, Texas, United States FORVIS Full time

Private Client Tax Consultant

Become a vital part of Forvis' team as a Private Client Tax Consultant, where you will deliver tax compliance and advisory solutions tailored for individuals, families, and fiduciaries. Our dedicated professionals, comprising CPAs and legal experts, collaborate to assist clients in enhancing and safeguarding their financial assets. In your role as a Private Client Tax Consultant, you will be tasked with cultivating client relationships, overseeing projects, mentoring team members, and investigating intricate tax matters. We seek candidates with 3-5 years of experience in public accounting or legal practice, holding a CPA license or J.D. degree, along with excellent communication abilities.

Key Responsibilities:

  • Deliver tax compliance and advisory solutions
  • Cultivate and manage client relationships
  • Engage in networking initiatives
  • Mentor junior tax professionals
  • Investigate complex tax matters

Required Qualifications:

  • 3-5 years of relevant experience
  • Bachelor's or advanced degree in accounting or finance
  • CPA license or J.D. degree
  • Proven experience managing multiple client projects

About Forvis

Forvis is a distinguished professional services firm offering assurance, tax, and advisory solutions. With a global footprint and a variety of service offerings, we provide our team members with diverse career pathways. We are committed to fostering an inclusive environment where diverse backgrounds and talents are celebrated. Join Forvis to embark on a career journey that aligns with your skills and passions.