General information

Tax Leader | Private Client
Ref #
Date Published
Tuesday, May 31, 2022
United States
Job Category
Advertised Location
Chicago, Chicago Downtown, Indianapolis, Kansas City, Saint Louis, Houston, San Antonio
Working time
Full Time

Description & Requirements

FORVIS’ 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 expand your flexibility to help clients grow, preserve and protect wealth. The Tax Leader 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 Leader participates in client development, and 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 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:  


  • 10 years or more of related experience in public accounting, law firm, or trust department 
  • Bachelors or graduate degree in accounting, finance, or related field 
  • CPA license or J.D. degree and bar admission 
  • Experience managing multiple client engagements