FORVIS

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.

The Tax Senior Associate ll serves as a trusted advisor and member of various client service teams. You must possess significant knowledge of tax compliance and consulting related to individual, partnership, trust, estate, and gifts for high net-worth clients. You will also participate in client development, team management, and conduct research to be current as a tax professional. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses and industries.

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 and tax advisory services to individuals, trusts, and estates with an emphasis on sophisticated individual, fiduciary, gift, and estate tax matters
• Assisting with developing, building, and managing existing client relationships
• Participating in networking activities to further expand business opportunities and client relationships as part of the proposal process
• Assisting in managing, developing, and coaching professional tax staff
• Reviewing returns prepared by tax interns, associates and senior associates - level l
• 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 with Forward Vision and:

• Dedication to providing an unmatched client experience
• A strong sense of ownership for delivering high-quality service to clients and experience servicing multiple client engagements
• An ability to maintain functional expertise and understanding of a client's business or family structure, which is essential to addressing client concerns, challenges, and opportunities
• Excellent supervisory and time management skills
• The ability to exhibit effective communication and listening skills to enhance problem-solving for our clients, team, and operational performance

Minimum Qualifications:

• Bachelor's or graduate degree in accounting, finance, or related field
• A minimum of 3 years of relevant progressive tax experience in public accounting
• CPA license required
• Experience managing multiple client engagements