Tax Director | Private Client

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-LA, #LI-ONT

#LI-JB2

California Pay Transparency

Pursuant to the pay transparency laws of California, the salary range displayed is for the California market. 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 reserves the right to make changes to the salary range based on business needs.

California Salary Range:

CA Minimum Salary (USD)

$ 147,000

CA Maximum Salary (USD)

$ 260,500