Tax Manager Private Client

Min 5 yrs required

Full-time

No

Experience in dealing with complex tax issues and tax planning strategies for wealthy individuals and their related entities
Strong analytical, research, and critical thinking skills
Excellent written and verbal communication skills
Proficient in Microsoft Office Suite and tax compliance software, such as CCH or Thomson Reuters
Ability to work independently and as part of a team


Salary Information:

The salary for a Tax Manager in Private Client services can vary depending on location, experience, and qualifications. However, according to Glassdoor, the average salary for a Tax Manager in Louisville, KY is $105,000 per year. This can range from $86,000 to $127,000, with top earners making over $150,000 per year.

Job Title:

Tax Manager Private Client

Experience Information:

- Minimum 5 years of experience in public accounting, law firm, or trust department
- Experience managing multiple client engagements
- Experience in dealing with complex tax issues and tax planning strategies for wealthy individuals and their related entities

The Tax Manager role at FORVIS Private Client involves providing tax compliance and advisory services to ultra-high net worth individuals, families, and fiduciaries. The ideal candidate will possess a strong understanding of personal, partnership, trust, estate, gift, and charitable tax matters. They will also be responsible for managing client relationships, coaching and developing staff, and conducting research to stay up-to-date on tax laws and regulations.

H1: Join Our Team as a Tax Manager in Private Client Services
H2: Be a Trusted Advisor and Help High Net Worth Clients Navigate Complex Tax Matters

Bold Headlines:

- Tax Manager role in Private Client services at FORVIS
- Opportunity to work with ultra-high net worth individuals and families
- Utilize your expertise in tax compliance and advisory services
- Lead and mentor a team of professionals
- Expand your knowledge through research and client development opportunities

Bullet Points:

- Provide tax compliance and advisory services to individuals, trusts, estates, and private foundations
- Develop and manage client relationships
- Participate in networking activities to expand business opportunities
- Coach and develop tax staff
- Review returns prepared by tax associates and seniors
- Utilize technology tools to improve work processes
- Research complex tax issues and communicate findings effectively
- Maintain functional expertise and understanding of clients' businesses and family structures
- Demonstrate excellent communication and problem-solving skills
- Minimum 5 years of experience in public accounting, law firm, or trust department
- Bachelor's or graduate degree in accounting, finance, or related field
- CPA license or . degree and bar admission
- Strong analytical, research, and critical thinking skills
- Proficient in Microsoft Office Suite and tax compliance software
- Ability to work independently and as part of a team

SEO Friendly Job Title:

Tax Manager in Private Client Services Join FORVIS and Work with High Net Worth Clients

H1: Tax Manager Private Client Services at FORVIS
H2: Help High Net Worth Clients with Tax Compliance and Advisory Services

Bold Headlines:

- Tax Manager role at FORVIS in Private Client services
- Work with high net worth individuals and families
- Provide tax compliance and advisory services
- Lead and mentor a team of professionals
- Expand your knowledge through research and client development opportunities

Bullet Points:

- Provide tax compliance and advisory services to individuals, trusts, estates, and private foundations
- Develop and manage client relationships
- Participate in networking activities to expand business opportunities
- Coach and develop tax staff
- Review returns prepared by tax associates and seniors
- Utilize technology tools to improve work processes
- Research complex tax issues and communicate findings effectively
- Maintain functional expertise and understanding of clients' businesses and family structures
- Demonstrate excellent communication and problem-solving skills
- Minimum 5 years of experience in public accounting, law firm, or trust department
- Bachelor's or graduate degree in accounting, finance, or related field
- CPA license or . degree and bar admission
- Strong analytical, research, and critical thinking skills
- Proficient in Microsoft Office Suite and tax compliance software
- Ability to work independently and as part of a team

The Tax Manager role at FORVIS Private Client is a highly specialized position that requires a strong understanding of tax compliance and advisory services for high net worth individuals and their related entities. As a trusted advisor, the Tax Manager will work with a team of professionals to provide personalized solutions to clients, while also managing client relationships and developing staff.

With a minimum of 5 years of experience in public accounting, law firm, or trust department, the ideal candidate will also possess a Bachelor's or graduate degree in accounting, finance, or a related field. A CPA license or . degree and bar admission are also required for this role. Strong analytical, research, and critical thinking skills are essential, as well as excellent written and verbal communication skills.

In addition to a competitive salary, FORVIS Private Client offers opportunities for professional development and growth, as well as a supportive and collaborative work environment. Join our team as a Tax Manager in Private Client services and help high net worth clients navigate complex tax matters.

Not specified

Medical, Dental, Vision, Retirement, Paid Time Off

Not specified

Bachelor's or graduate degree in accounting, finance, or related field, CPA license or J.D. degree and bar admission, and preferably an advanced degree such as Masters of Tax, JD, or LLM.

Interested candidates should submit their resume and cover letter to the contact person listed below.

Legal