Tax - Director - Private Client

Min 9 yrs required

Full-time

No

Tax - Director - Private Client: A challenging and rewarding opportunity for a tax professional with a strong background in compliance, consulting, and planning for high net worth individuals and families. Join our team at FORVIS as a Tax Leader for Private Client services and make a difference in the financial future of our clients.

H1: Tax Leader - Private Client Services at FORVIS
H2: Join Our Team as a Tax Director in San Antonio, TX

Salary Information:
- Highly competitive salary based on experience and qualifications
- Comprehensive benefits package including medical, dental, vision, and retirement plans
- Generous paid time off and flexible work arrangements

Job Title:
- Tax Leader - Private Client Services at FORVIS

Experience Information:
- 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

Job Description:
- Provide sophisticated tax compliance, consulting, and planning services to high net worth individuals, families, fiduciaries, and more
- Partner with financial planners, Wealth Strategists, and Innovation teams to help clients grow, preserve, and protect wealth
- Serve as a trusted advisor and member of client service teams
- Possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and charitable entities
- Participate in client development and team management
- Conduct research to stay current as a subject matter expert
- Manage, develop, and coach professional tax staff
- Review and manage projects prepared by tax associates and seniors
- Delegate responsibilities effectively and monitor engagement team efforts
- Utilize technology tools and continuously improve work processes

Requirements:
- Dedication to client service
- Excellent supervisory and time management skills
- Effective communication and listening skills
- Ability to build a community of external advisors for networking opportunities

FORVIS is a leading firm in private client tax services, with a team of CPAs and JDs dedicated to providing top-notch compliance, consulting, and planning services. As a Tax Leader for Private Client services, you will have the opportunity to develop and manage client relationships, participate in networking activities, and coach and develop professional tax staff. Join our team in San Antonio, TX and make a difference in the financial future of our clients.

Tax compliance, Tax advisory, Wealth retention strategies, Charitable entities, Business development, Team management, Research, Technology proficiency, Client service, Supervisory skills, Time management, Communication, Problem-solving, Networking, Client engagement

Bachelor's or graduate degree in accounting, finance, or related field, CPA license or J.D. degree and bar admission

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

Qualification and Experience Bachelor's or graduate degree in accounting, finance, or related field, CPA license or J.D. degree and bar admission

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