FORVIS

As a FORVIS Tax Senior, you will have the opportunity to lead and develop a team in tax, while also providing an unmatched client experience. If you have experience with tax advisory services, tax compliance, and tax provision to a diversified client base, this is the position for you!

How you will contribute:

• Provide tax compliance and advisory services to clients in the investment management industry including, but not limited to: hedge funds, private equity funds, and energy funds

• Help develop, build, and manage client relationships

• Assist in managing, developing, and coaching professional tax personnel

• Review returns prepared by tax staff

• Effectively delegate responsibilities, monitoring efforts of engagement teams

• Research complex tax issues, apply findings to projects, and clearly communicate those findings in writing to the client

• Maintain frequent communication with client management/personnel and consistently sell additional services provided by the firm

• Have a disciplined approach that is reasonably successful in attracting new clients and developing referral sources

We are looking for people with Forward Vision and:

• Extensive technical tax and accounting knowledge

• High-level analytical and reasoning skills

• Ability to work efficiently under pressure and against client deadlines

• Effective verbal and written communication skills

• Attention to detail without losing sight of the big picture

• Experience managing multiple client engagements

• Excellent client relationship and time management skills

Minimum Qualifications:

• Bachelor's degree in accounting, finance, or a related field from an accredited college/university

• 1-5 years of relevant tax experience providing tax compliance and advisory services in public accounting or with a professional services or consulting firm

• CPA License

Preferred Qualifications:

• Experience providing tax compliance and advisory services within the investment management industry (i.e. hedge funds, private equity funds, energy funds, real estate funds, fund of funds)
• Partnership taxation
• Proficiency with MS Office suite- Word, Excel, and PowerPoint