FORVIS
Tax - Manager - Trust & Estate
FORVIS, Mc Lean, Virginia, us, 22107
Description & Requirements
How you will contribute:
Manage a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies and small business clienteleAct as technical reviewer of all individuals, estate, gift, and trust tax returns and tax research projects prepared by associates and seniors in a high volume, fast paced environmentSupervise tax associates and seniors including participation in their training and growth.Prepare advanced estate planning projects for unique client situationsManage the workflow, including proper delegation to staff according to their experience, and coordination with senior managers and partners on all phases of the engagementProactive effort to develop new business with both current and prospective clientsDelegate work to staff according to their experience and capabilities in conformance with the planning documents described aboveProvide overall leadership, supervision, training, and performance feedback to staffReview the tax working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the engagement letterReview trust documents and prepare a trust summary document to assist with trust administrationWe are looking for people who have Forward Vision and:
Experience managing multiple client engagementsA strong sense of ownership for delivering ultra-responsive Client ServiceExcellent supervisory, team building, and time management skillsMinimum Qualifications:
5 years or more of public accounting experience3 years or more of servicing high net worth clients, with highly complex investments and succession planning strategiesCPA licenseBachelor's degree in Accounting or related fieldPreferred Qualifications:
Master's degree in Taxation or Law degreeExperience with CCH Axcess
#LI-TYS
#LI-MC1
Los Angeles County and City Fair Chance Ordinance\
How you will contribute:
Manage a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies and small business clienteleAct as technical reviewer of all individuals, estate, gift, and trust tax returns and tax research projects prepared by associates and seniors in a high volume, fast paced environmentSupervise tax associates and seniors including participation in their training and growth.Prepare advanced estate planning projects for unique client situationsManage the workflow, including proper delegation to staff according to their experience, and coordination with senior managers and partners on all phases of the engagementProactive effort to develop new business with both current and prospective clientsDelegate work to staff according to their experience and capabilities in conformance with the planning documents described aboveProvide overall leadership, supervision, training, and performance feedback to staffReview the tax working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the engagement letterReview trust documents and prepare a trust summary document to assist with trust administrationWe are looking for people who have Forward Vision and:
Experience managing multiple client engagementsA strong sense of ownership for delivering ultra-responsive Client ServiceExcellent supervisory, team building, and time management skillsMinimum Qualifications:
5 years or more of public accounting experience3 years or more of servicing high net worth clients, with highly complex investments and succession planning strategiesCPA licenseBachelor's degree in Accounting or related fieldPreferred Qualifications:
Master's degree in Taxation or Law degreeExperience with CCH Axcess
#LI-TYS
#LI-MC1
Los Angeles County and City Fair Chance Ordinance\