General Information
Name: Tax - Manager - Private Client
Posting Title: Tax Manager | Private Client
Ref #: 2232985
Date Published: Tuesday, July 9, 2024
City: Evansville
State: Indiana
Country: United States
Job Category: Tax
Office: Evansville IN (Forvis)
Advertised Location: US-IN-Evansville, US-KY-Louisville
Working Time: Full Time
Description & Requirements
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.
The Tax Manager serves as a trusted advisor and member of various client service teams. You must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies and charitable entities managed by ultra-high net worth clients. You will also participate in client development, team management, and conduct research to be current as a subject matter expert.
How you will contribute:
- Providing tax compliance and tax advisory services to individuals, trusts, estates, and private foundations with an emphasis on sophisticated individual, fiduciary, gift, and estate tax matters.
- Helping in developing, building, and managing client relationships as part of the proposal process.
- Participating in networking activities to further expand business opportunities and client relationships.
- Assisting in 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 clearly communicating those findings in writing.
We are looking for people with Forward Vision and:
- Dedication to client service.
- An ability to maintain functional expertise and understanding of a client's business or family structure, which is essential to addressing client concerns and challenges.
- 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:
- 5 years of related experience in public accounting, law firm, or trust department.
- Bachelor's or graduate degree in accounting, finance, or related field.
- CPA license or J.D. degree and bar admission.
- Experience managing multiple client engagements.
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