• 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
• 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 clearly communicating those findings in writing

We are looking for people who have Forward Vision and:

• Dedication to client service
• Excellent supervisory and time management skills
• Exhibit effective communication and listening skills enhancing problem-solving and communication for client, team, and operational performance
• Built a community of external advisors with which to network

Minimum Qualifications:

• 9 years or more of related experience in public accounting, law firm, or trust department
• Bachelors or graduate degree in accounting, finance, or related field
• CPA license or J.D. degree and bar admission
• Experience managing multiple client engagements