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Forvis

Tax Director - Private Client

Forvis, Fort Washington, Pennsylvania, United States, 19034


General information

Name Tax - Director - Private Client

Posting Title Tax Director - Private Client

Ref # 2233951

Date Published Thursday, October 24, 2024

City New York

State New York

Country United States

Job Category Tax

Office New York NY (Forvis)

Advertised Location US-NJ-Iselin, US-NY-Long Island, US-NY-New York, US-PA-Fort Washington

Working time Full Time

Description & Requirements

How you will contribute: Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations Developing, building, and managing client relationships as part of the proposal process Participating in networking activities to further expand business opportunities and client relationships As a highly impactful team member, maintaining functional expertise and understanding of a client's business or family structure is essential to addressing client concerns and challenges Assisting with managing, developing, and coaching professional tax staff Reviewing and managing projects 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 who have Forward Vision and: Dedication to client service Excellent supervisory and time management skills Exhibit effective communication and listening skills enhancing problem-solving and communication for client, team, and operational performance Built a community of external advisors with which to network

Minimum Qualifications: 9 years or more of related 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

#LI-ISELIN, #LI-LINY, #LI-NYC, #LI-FTWASH

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New York City Pay Transparency

Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

New York Salary Range:

NY Minimum Salary (USD) $ 153,500

NY Maximum Salary (USD) $ 215,000

FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.