Description & Requirements
Want to apply Read all the information about this position below, then hit the apply button.
Forvis Mazars' 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 expand your flexibility to help clients grow, preserve and protect wealth.
The Private Client Tax Director 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, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
The Private Client Tax Director 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 :
- 9 years or more of related experience in public accounting, law firm, or trust department
- Bachelor or graduate degree in accounting, finance, or related field
- CPA license or J.D. degree and bar admission
- Experience managing multiple client engagements
LI-AUS, #LI-SANT
LI-JB2
J-18808-Ljbffr
Tax Director - Private Client Services
Weaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses. A Weaver Tax Director is an entrepreneur who success...
Tax Director | Private Client
The Private Client Tax Director 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, wealth retention strategies as well as charitable entities manage...
Senior Tax Associate - High Net Worth / Private Client Services
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, T...
Tax Senior Manager | Private Client
The Private Client 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 entit...
Tax Director - Private Companies
A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our team helps our ...
Tax Managing Director - Global Private Client Services
This role provides an opportunity to join a specialized practice where you will use your expertise in estate, gift and trust taxation to provide consulting, compliance and controversy services to complex ultra-high net worth private clients. Provide leadership and tax technical expertise for consult...
Tax Director - Private Client Services - Any Location
Work with engagement and client personnel to address extremely complex tax and accounting issues, reviews all finished tax deliverables and tax accruals for accuracy and completeness, and ensure that client communications (written and oral) are provided in a timely manner to avoid surprises. The Pri...
Tax Director - Private Client Services - Any Location
Work with engagement and client personnel to address extremely complex tax and accounting issues, reviews all finished tax deliverables and tax accruals for accuracy and completeness, and ensure that client communications (written and oral) are provided in a timely manner to avoid surprises. The Pri...
Tax Senior Associate | Private Client
The Private Client Tax Senior Associate 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, wealth retention strategies as well as charitable entitie...
Tax Manager | Private Client
The Private Client Tax 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 man...