General information

Name
Tax - Senior Manager - Financial Services/Insurance
Posting Title
Tax Senior Manager - Financial Services/Insurance
Ref #
2232185
Date Published
Tuesday, April 2, 2024
City
Kansas City
State
Missouri
Country
United States
Job Category
Tax
Department
Tax
Office
Kansas City MO
Advertised Location
US-MO-Kansas City
Working time
Full Time

Description & Requirements


As a Tax Senior Manager at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow.  You provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses and industries.  

You have an eye toward the future. You value community, team building, and being heard. If relationships are important to you, and you identify with the People First culture at FORVIS, we would like to hear from you! 

 
How you will contribute: 

  • Providing tax compliance, tax provision, and tax advisory services to Financial Services and Insurance clients 
  • Helping with developing, building, and managing client relationships 
  • Assisting with 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: 

  • Experience managing multiple complex client engagements 
  • A strong sense of ownership for delivering ultra-responsive client service 
  • Excellent supervisory, team building, and time management skills 

  

Minimum Qualifications: 

  • 7 years or more of related experience in public accounting or corporate tax department 
  • Bachelor's or graduate degree in accounting, finance, or related field 
  • CPA license 

  

Preferred Qualifications: 

  • Master’s degree in Taxation or Law degree 
  • Partnership tax experience 


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