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Tax Leader Private Client

Full-time 11 views

In-House

Colorado Springs, CO, United States

Tax Leader Private Client

Attorney

Forvis, LLP

Company Review

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Min 10 yrs required

Full-time

No

Tax Leader Private Client
Duties: Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations. Developing, building, and managing client relationships as part of the proposal process., Participating in networking activities to further expand business opportunities and client relationships. As a highly impactful team member, maintaining functional expertise and understanding of a client’s business or family structure is essential to addressing client concerns and challenges. Assisting with managing, developing, and coaching professional tax staff. Reviewing and managing projects prepared by tax associates and seniors. Effectively delegating responsibilities to others, monitoring efforts of engagement teams. Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing.

Ref #: 2226117

Qualifications:? Bachelor or graduate degree in accounting, finance, or related field. CPA license or J.D. Degree and bar admission. Should have 10 years or more of related experience in public accounting, law firm, or trust department. Experience managing multiple client engagements. Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology.

Legal

May 13, 2023
Jan 28, 2023
Sep 13, 2022
Company info

Hiring Coordinator
Forvis, LLP
4350 Congress Street,
Suite 900
Charlotte, NC 28209


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In-House

Attorney

Min 10 yrs required

Full-time

Legal

Jan 28, 2023

May 13, 2023

Jan 28, 2023

Profile

Tax Leader Private Client
Duties: Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations. Developing, building, and managing client relationships as part of the proposal process., Participating in networking activities to further expand business opportunities and client relationships. As a highly impactful team member, maintaining functional expertise and understanding of a client’s business or family structure is essential to addressing client concerns and challenges. Assisting with managing, developing, and coaching professional tax staff. Reviewing and managing projects prepared by tax associates and seniors. Effectively delegating responsibilities to others, monitoring efforts of engagement teams. Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing.

Qualifications:? Bachelor or graduate degree in accounting, finance, or related field. CPA license or J.D. Degree and bar admission. Should have 10 years or more of related experience in public accounting, law firm, or trust department. Experience managing multiple client engagements. Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology.

Additional info

Ref #: 2226117

Company info

Hiring Coordinator
Forvis, LLP
4350 Congress Street,
Suite 900
Charlotte, NC 28209

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Upload Resume:

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