Tax Director - Private Client
: Job Details :


Tax Director - Private Client

FORVIS, LLP

Location: Vienna,VA, USA

Date: 2025-01-02T08:30:42Z

Job Description:

Description & Requirements

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:

* 9 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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