Forvis Mazars, LLP
Tax Director | Private Client
Forvis Mazars, LLP, Atlanta, Georgia, United States, 30383
General Information
Name:
Tax - Director - Private Client
Posting Title:
Tax Director | Private Client
Ref #:
2233394
Date Published:
Monday, August 12, 2024
City:
Atlanta
State:
Georgia
Country:
United States
Job Category:
Tax
Office:
Atlanta GA (Forvis)
Advertised Location:
US-GA-Atlanta
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. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth. The Private Client Tax Director serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Director participates in client development, team management, and conducts research to be current as a subject matter expert.How you will contribute:Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundationsDeveloping, building, and managing client relationships as part of the proposal processParticipating in networking activities to further expand business opportunities and client relationshipsMaintaining functional expertise and understanding of a client's business or family structure to address client concerns and challengesAssisting with managing, developing, and coaching professional tax staffReviewing and managing projects prepared by tax associates and seniorsEffectively delegating responsibilities to others, monitoring efforts of engagement teamsProficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technologySuccessfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writingWe are looking for people who have Forward Vision and:Dedication to client serviceExcellent supervisory and time management skillsEffective communication and listening skills enhancing problem-solving and communication for client, team, and operational performanceBuilt a community of external advisors with which to networkMinimum Qualifications:9 years or more of related experience in public accounting, law firm, or trust departmentBachelor or graduate degree in accounting, finance, or a related fieldCPA license or J.D. degree and bar admissionExperience managing multiple client engagements
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Name:
Tax - Director - Private Client
Posting Title:
Tax Director | Private Client
Ref #:
2233394
Date Published:
Monday, August 12, 2024
City:
Atlanta
State:
Georgia
Country:
United States
Job Category:
Tax
Office:
Atlanta GA (Forvis)
Advertised Location:
US-GA-Atlanta
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. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth. The Private Client Tax Director serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Director participates in client development, team management, and conducts research to be current as a subject matter expert.How you will contribute:Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundationsDeveloping, building, and managing client relationships as part of the proposal processParticipating in networking activities to further expand business opportunities and client relationshipsMaintaining functional expertise and understanding of a client's business or family structure to address client concerns and challengesAssisting with managing, developing, and coaching professional tax staffReviewing and managing projects prepared by tax associates and seniorsEffectively delegating responsibilities to others, monitoring efforts of engagement teamsProficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technologySuccessfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writingWe are looking for people who have Forward Vision and:Dedication to client serviceExcellent supervisory and time management skillsEffective communication and listening skills enhancing problem-solving and communication for client, team, and operational performanceBuilt a community of external advisors with which to networkMinimum Qualifications:9 years or more of related experience in public accounting, law firm, or trust departmentBachelor or graduate degree in accounting, finance, or a related fieldCPA license or J.D. degree and bar admissionExperience managing multiple client engagements
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