Tax Manager Private Client

5-10 yrs required

Full-time

No

Strong leadership, training, and mentoring skills


Preferred Qualifications:

Experience with high net worth individuals and their related entities
Ability to manage complex projects and meet deadlines
Strong research and writing skills
Advanced degree or related certifications


H1: Tax Manager Private Client - Richmond, VA, USA
H2: Join FORVIS Private Client as a Tax Manager and Help Ultra-High Net Worth Clients with Compliance, Consulting, and Planning Services

Company Overview:

- FORVIS Private Client is a leading tax advisory firm that provides sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.
- Our team consists of highly qualified professionals including CPAs and JDs.

Job Title: Tax Manager Private Client

Location: Richmond, VA, USA

Salary: Competitive salary based on experience and qualifications

Requisition Number: 2232333

Job Description:

- As a Tax Manager at FORVIS Private Client, you will serve as a trusted advisor and member of various client service teams.
- You will be responsible for providing tax compliance and advisory services related to personal, partnership, trust, estate, gift, and wealth retention strategies for ultra-high net worth clients.
- In addition, you will play a key role in client development, team management, and conducting research to stay up-to-date as a subject matter expert.

Responsibilities:

- Provide tax compliance and advisory services to individuals, trusts, estates, and private foundations with a focus on sophisticated tax matters.
- Assist in developing and managing client relationships during the proposal process.
- Participate in networking activities to expand business opportunities and strengthen client relationships.
- Mentor and coach professional tax staff.
- Review tax returns prepared by tax associates and seniors.
- Effectively delegate responsibilities and monitor the efforts of engagement teams.
- Utilize technology tools to improve work processes and demonstrate a commitment to staying up-to-date with technology.
- Conduct thorough research on complex tax issues, apply findings to projects, and communicate them effectively in writing.

Requirements:

- Dedication to providing exceptional client service.
- Strong understanding of a client's business or family structure to effectively address their concerns and challenges.
- Excellent supervisory and time management skills.
- Effective communication and listening skills to enhance problem-solving for clients, team members, and operational performance.

Minimum Qualifications:

- 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.
- Experience managing multiple client engagements.
- Strong leadership, training, and mentoring skills.

Preferred Qualifications:

- Experience working with high net worth individuals and their related entities.
- Ability to manage complex projects and meet deadlines.
- Strong research and writing skills.
- Advanced degree or related certifications.

Join our team at FORVIS Private Client and use your expertise to help ultra-high net worth clients with their tax compliance, consulting, and planning needs. As a Tax Manager, you will have the opportunity to work with a team of highly qualified professionals and make a significant impact on our clients' financial success. Apply now and be a part of our forward-thinking vision for the future.

Not required

Medical, Dental, Vision, Life, Disability, 401(k), Paid Time Off, Parental Leave, and more.

Not specified

Bachelor's or graduate degree in accounting, finance, or related field

Interested candidates should submit their resume and cover letter to the email provided below.

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