Tax Leader Private Client

Min 9 yrs required

Full-time

No

Tax Leader - Private Client: Join a Global Professional Services Firm!

FORVIS is seeking a highly experienced Tax Leader for our Private Client division in Nashville, TN. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to ultra-high net worth individuals, families, fiduciaries, and more. Partnering with our financial planners, wealth strategists, and innovation teams, you will have the flexibility to help clients grow, preserve, and protect their wealth. This is a unique opportunity to be a part of a dynamic and innovative team, while also expanding your own professional development and career growth.

Key Responsibilities:

- Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations
- Develop and manage client relationships, including participating in the proposal process
- Network to expand business opportunities and build a community of external advisors
- Maintain functional expertise and understanding of client's business or family structure to address client concerns and challenges
- Assist with managing and coaching professional tax staff
- Review and manage projects prepared by tax associates and seniors
- Delegate responsibilities to engagement teams and monitor their progress
- Utilize technology tools to improve work processes and efficiency
- Conduct research on complex tax issues and communicate findings in writing

Qualifications:

- Minimum of 9 years of related experience in public accounting, law firm, or trust department
- Bachelor's or graduate degree in accounting, finance, or a related field
- CPA license or . degree with bar admission
- Experience managing multiple client engagements

Why FORVIS?

At FORVIS, we believe in empowering our team members to design their own career journey and leverage their skills and passions. With a global presence and diverse service offerings, there are numerous career paths to choose from. We value diversity and inclusivity, and invest in our people through competitive compensation, professional development, and rewarding career opportunities.

About FORVIS:

FORVIS is a professional services firm providing assurance, tax, and advisory services. Formed by the merger of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS has a global team of 5,500 professionals serving clients in all 50 states and around the world. We pride ourselves on delivering Unmatched Client Experiences™ and are consistently ranked among the top 10 public accounting firms in the country.

FORVIS is an equal opportunity/affirmative action employer and does not discriminate on the basis of age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. We value diversity and are committed to creating an inclusive culture where all backgrounds and talents are valued.

Join FORVIS and be a part of a dynamic, innovative, and diverse team. Apply now!

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Tax Compliance, Tax Advisory, Relationship Building, Networking, Research, Communication, Time Management, Coaching, Delegation, Technology, Problem-Solving, Professional Development, Career Opportunities, Inclusive Culture, Total Rewards, Assurance, Tax, Advisory, Client Service, Supervision, Communication, External Networking, Public Accounting, Law, Trusts, Financial Planning, Wealth Management, Innovation, Ultra-High Net Worth Clients.

Bachelor or Graduate Degree in Accounting, Finance, or related field, CPA License or J.D. Degree with Bar Admission.

it is forvis's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. forvis expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. any resume or cv submitted to any employee of forvis without having a forvis vendor agreement in place will be considered the property of forvis

Qualification and Experience Bachelor or Graduate Degree in Accounting, Finance, or related field, CPA License or J.D. Degree with Bar Admission, 9+ years of related experience in Public Accounting, Law Firm or Trust Department, Experience managing multiple client engagements.

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