General information

Name
Tax Leader | Private Client
Ref #
2224712
Date Published
Tuesday, May 31, 2022
City
Indianapolis
State
Indiana
Country
United States
Job Category
Tax
Department
Tax
Office
Indianapolis
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 


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