Washington National Tax Office Leader | Private Client
3 weeks ago
FORVIS Washington National Tax Office (WNTO) exists to unlock the full potential of the FORVIS tax practice and the clients they serve. We do this through thoughtful collaboration and an uncommon commitment to technical excellence which allows us to provide unique insights on tax issues, develop innovative forward-thinking solutions to address complex tax needs, and build intentional relationships within the tax community.
As a member of the FORVIS Washington National Tax Office (WNTO), you will have the opportunity to be a national thought leader. Members of WNTO have a deep understanding of their tax focus areas and proactively follow evolving legislation, guidance, and case law. Working in collaboration with other members of the WNTO, and the broader FORVIS team, they use this understanding to translate complex tax issues into meaningful communications, develop value-added service offering models, provide innovative insights, support strategic tax planning for key FORVIS clients, and build the FORVIS brand as a thought leader through educational presentations and networking.
FORVIS WNTO is currently seeking an individual with deep knowledge and demonstrated experience in areas of taxation impacting high-net-worth individuals.
If you can demonstrate an uncommon commitment to tax technical excellence, possess a practical ability to apply relevant tax authority to real-world situations, enjoy collaborative problem-solving, and have a passion for serving others through education and relationship building, then this is the position for you
How you will contribute:
Providing insights and analysis on evolving legislation, guidance, and case law to the FORVIS team and their clients Building the FORVIS network of key relationships within the tax community Providing existing channels with relevant information they can communicate to legislators and those tasked with governance to be adequately informed regarding tax policy issues and the practical considerations of implementation that impact FORVIS and our clients Identifying opportunities for new service offerings or innovation of existing services Developing and deploying service model platforms, strategies, and solutions based on judicial or legislative developments Driving creation and spin-up of new national tax service lines in collaboration with the rest of the Tax Specialty team Growing the FORVIS brand as a thought leader in tax through publishing, presenting, and other market-facing opportunities Supporting FORVIS tax professionals as an active member of the tax strategy team on certain proposals and key clients Completing engagements for complex, high-value specialty work
We are looking for people who have Forward Vision and:
Strong critical thinking and reasoning skills Extensive knowledge and experience in areas of tax impacting high net-worth individuals, including but not limited to taxation of trusts and estates Uncommon ability to efficiently read, digest, and insightfully apply complex and evolving tax authority to real-world facts and circumstances An aptitude for identifying, developing, and deploying sound tax strategies and solutions to complex challenges Excellent verbal and written communication skills, including the ability to adapt, be responsive, and provide an unmatched client experience Continuous learning and a commitment to excellence Passion for serving and developing others
Minimum Qualifications:
Bachelor's or Master's degree in Accounting or Taxation or Juris Doctor 10 years or more of tax experiencewith a large accounting firm, law firm, or relevant tax policy-making entity
Preferred Qualifications:
CPA license and/or J.D. / L.L.M 4 years or more of tax experience focused on taxation of high-net-worth individuals, estates, and trusts Published author and presenter on taxation of individuals, estates, and trusts
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At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.
Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.
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