Tax Senior Manager - Private Client
📋 Role Overview & Responsibilities
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. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth. The Tax Leader 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. The Private Client Tax Leader participates in client development, and team management, and conducts research to be current as a subject matter expert.
How You Will Contribute
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
7 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 J.D. degree and bar admission
Experience managing multiple client engagements
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Frequently Asked Questions
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This position is located in Dallas, TX with potential relocation and sponsorship assistance depending on candidate qualifications.
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