Director Private Client

Min 9 yrs required

Full-time

No

Experience managing multiple teams and providing performance feedback
Proficient in tax compliance and planning for high net worth individuals and their related entities
Demonstrated leadership, problem-solving, and solid verbal and written communication skills

Preferred Qualifications:

Master's degree in Taxation or .
Experience in a professional services firm environment
Experience in a professional services firm environment
Experience with trusts, estates, and private foundations
Experience with partnerships and S Corporations

Salary Information:

The average salary for a Private Client Director is $156,330 per year.
Salaries typically start at $120,000 and go up to $200,000 depending on experience and location.
The salary range for a Private Client Director can vary widely depending on the size and location of the firm and the individual's qualifications and experience.

Job Title:

Director Private Client

Experience Information:

Minimum 9 years of related experience in public accounting, law firm, or trust department
Experience managing multiple client engagements
Experience managing multiple teams and providing performance feedback
Proficient in tax compliance and planning for high net worth individuals and their related entities

Description:

FORVIS is seeking a highly experienced and knowledgeable Director for our Private Client tax advisory team. The Director will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. This role requires a strong understanding of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies, and charitable entities managed by ultra-high net worth clients. The Director will also play a key role in client development and team management, as well as conducting research to stay current as a subject matter expert.

Responsibilities:

Provide tax compliance and advisory services to high net worth individuals, partnerships, trusts, estates, and private foundations.
Develop and maintain client relationships through the proposal process and networking activities.
Maintain functional expertise and understanding of client's business or family structure to effectively address client concerns and challenges.
Assist with managing, developing, and coaching professional tax staff.
Review and manage projects prepared by tax associates and seniors.
Delegate responsibilities to others and monitor engagement team efforts.
Utilize technology tools and continuously improve work processes.
Conduct research on complex tax issues and communicate findings in writing.

Requirements:

Minimum of 9 years of related experience in public accounting, law firm, or trust department.
Bachelor or graduate degree in accounting, finance, or related field.
CPA license or . degree and bar admission.
Experience managing multiple client engagements.
Experience managing multiple teams and providing performance feedback.
Proficient in tax compliance and planning for high net worth individuals and their related entities.
Strong leadership, problem-solving, and communication skills.

Preferred Qualifications:

Master's degree in Taxation or .
Experience in a professional services firm environment.
Experience with trusts, estates, and private foundations.
Experience with partnerships and S Corporations.

Salary Information:

The average salary for a Private Client Director is $156,330 per year.
Salaries typically start at $120,000 and go up to $200,000 depending on experience and location.
The salary range for a Private Client Director can vary widely depending on the size and location of the company and the individual's qualifications and experience.

H1: Director Private Client - Tax Compliance and Advisory Services
H2: Join Our Team at FORVIS

Bullet Points:

- Seeking a highly experienced and knowledgeable Director for Private Client tax advisory team
- Provide sophisticated tax compliance, consulting, and planning services to high net worth individuals and their related entities
- Play a key role in client development and team management, as well as conducting research to stay current as a subject matter expert
- Minimum of 9 years of related experience in public accounting, law firm, or trust department
- Bachelor or graduate degree in accounting, finance, or related field
- CPA license or . degree and bar admission required
- Strong leadership, problem-solving, and communication skills
- Master's degree in Taxation or . preferred
- Competitive salary range of $120,000 to $200,000 depending on experience and location
- Opportunity for growth and development within a professional services firm environment

Not mentioned.

Medical, Dental, Vision, 401K, Paid Time Off

Not mentioned.

Bachelor or graduate degree in accounting, finance, or related field.

Interested candidates should submit their resume and cover letter through the company's online application portal.

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