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Tax Leader | Private Client
Fort Worth, TX Experience mentoring and developing tax professionals Experience with complex tax planning and research Experience with high net worth individuals and family office services Experience with estate and gift tax planning and compliance Preferred Qualifications: Master's degree in Taxation or LLM in Taxation Experience in private client services with a national or regional accounting firm Experience with tax compliance software Salary: $150,000 - $200,000 per year Job Title: Tax Leader | Private Client Experience: 9 years in public accounting, law firm, or trust department FORVIS' Private Client is seeking a highly experienced Tax Leader to join our team. As a trusted advisor, the Tax Leader will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. This role will also participate in client development, team management, and research to stay current as a subject matter expert. Responsibilities: • Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations • Develop and manage client relationships as part of the proposal process • Participate in networking activities to expand business opportunities and client relationships • Maintain functional expertise and understanding of client's business or family structure to effectively address client concerns and challenges • Assist with managing, developing, and coaching professional tax staff • Review and manage projects prepared by tax associates and seniors • Delegate responsibilities to others and monitor engagement team efforts • Utilize technology tools and continuously seek to improve work processes Requirements: • 9 years of 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 • Experience mentoring and developing tax professionals • Experience with complex tax planning and research • Experience with high net worth individuals and family office services • Experience with estate and gift tax planning and compliance Preferred Qualifications: • Master's degree in Taxation or LLM in Taxation • Experience in private client services with a national or regional accounting firm • Experience with tax compliance software Salary Information: $150,000 - $200,000 per year H1: Tax Leader Opportunity with FORVIS' Private Client H2: Seeking Experienced Tax Leader for Private Client Services Bold Headlines: - Join Our Team as a Tax Leader for Private Client Services - Advance Your Career with FORVIS' Private Client as a Tax Leader - Seeking a Highly Experienced Tax Leader for Private Client Services Bullet Points: - Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations - Develop and manage client relationships as part of the proposal process - Participate in networking activities to expand business opportunities and client relationships - Opportunity to work with ultra-high net worth clients and their complex tax needs - Assist with managing, developing, and coaching professional tax staff - Review and manage projects prepared by tax associates and seniors - Utilize technology tools and continuously seek to improve work processes - Minimum 9 years of experience in public accounting, law firm, or trust department - Bachelor or graduate degree in accounting, finance, or a related field required - CPA license or J.D. degree and bar admission required - Experience managing multiple client engagements and mentoring tax professionals - Familiarity with high net worth individuals, family office services, and estate and gift tax planning and compliance preferred - Competitive salary range of $150,000 - $200,000 per year SEO friendly job title: Tax Leader | Private Client | 9 Years Experience | FORVIS' Private Client Department: Private Client Services Location: Multiple Locations - Dallas, TX, USA • Fort Worth, TX, USA FORVIS' Private Client is seeking a highly experienced Tax Leader to join our team in providing sophisticated tax compliance, consulting, and planning services to ultra-high net worth clients. In this role, you will have the opportunity to develop and manage client relationships, mentor and develop tax professionals, and stay current as a subject matter expert through research and client engagements. If you have a dedication to client service, excellent supervisory and time management skills, and a desire to build a community of external advisors, we want to hear from you. As a Tax Leader, you will have the opportunity to: - Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations - Develop and manage client relationships as part of the proposal process - Participate in networking activities to expand business opportunities and client relationships - Mentor and develop tax professionals - Utilize technology tools and continuously seek to improve work processes Requirements: - 9 years of 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 - Experience mentoring and developing tax professionals - Familiarity with high net worth individuals, family office services, and estate and gift tax planning and compliance preferred Preferred Qualifications: - Master's degree in Taxation or LLM in Taxation - Experience in private client services with a national or regional accounting firm - Experience with tax compliance software Salary Information: $150,000 - $200,000 per year H1: Tax Leader Opportunity with FORVIS' Private Client H2: Seeking Experienced Tax Leader for Private Client Services Bold Headlines: - Join Our Team as a Tax Leader for Private Client Services - Advance Your Career with FORVIS' Private Client as a Tax Leader - Seeking a Highly Experienced Tax Leader for Private Client Services Bullet Points: - Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations - Develop and |
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