Description & Requirements

FORVIS Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs.

The Tax Senior Manager serves as a trusted advisor and member 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 as well as charitable entities managed by ultra-high net worth clients. You will also participate in client development, team management, and conduct research to be current as a subject matter expert.

How you will contribute:

• Providing tax compliance and tax advisory services to individuals, trusts, estates, and private foundations with an emphasis on sophisticated individual, fiduciary, gift, and estate tax matters
• Helping in developing, building, and managing client relationships as part of the proposal process
• Participating in networking activities to further expand business opportunities and client relationships.
• Assisting in managing, developing, and coaching professional tax staff
• Reviewing returns 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

We are looking for people with Forward Vision and:

• Dedication to client service
• An ability to maintain functional expertise and understanding of a client's business or family structure, which is essential to addressing client concerns and challenges
• Excellent supervisory and time management skills
• The ability to exhibit effective communication and listening skills to enhance problem-solving for our clients, team, and operational performance

Minimum Qualifications:

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

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