Tax Leader Private Client

Min 10 yrs required

Full-time

No

# Tax Leader Private Client

FORVIS' Private Client Tax Advisors are experienced professionals skilled in providing advanced tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our Tax Leaders are trusted advisors and members of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies and charitable entities managed by ultra-high net worth clients.

## Responsibilities of a Tax Leader

As a Tax Leader, you will be responsible for providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations. These responsibilities include:

* Developing, building, and managing client relationships as part of the proposal process
* Participating in networking activities to further expand business opportunities and client relationships
* Maintaining functional expertise and understanding of a client's business or family structure to address 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
* Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
* Successfully researching complex tax issues, applying findings to projects, and communicating those findings in writing

## Qualifications

In order to be successful as a Tax Leader, you should possess the following qualifications:

* 10 years or more of related experience in public accounting, law firm, or trust department
* Bachelor or graduate degree in accounting, finance, or a related field
* CPA license or . degree and bar admission
* Experience managing multiple client engagements
* Dedication to client service
* Excellent supervisory and time management skills
* Effective communication and listening skills
* Ability to build a community of external advisors with which to network

## Salary and Benefits

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions. Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

Salary for the Tax Leader position is commensurate with experience and qualifications.

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

Legal