General information

Tax Senior Manager |Private Client
Ref #
Date Published
Tuesday, May 31, 2022
United States
Job Category
Advertised Location
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.  

The Tax Senior Manager 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. You will also participate in client development, team management, and conduct research to be current as a subject matter expert. 

How you will contribute: 

  • Providing tax compliance and tax advisory services to individuals, trusts, estates, and private foundations with an emphasis on sophisticated individual, fiduciary, gift, and estate tax matters 
  • Helping in developing, building, and managing client relationships as part of the proposal process 
  • Participating in networking activities to further expand business opportunities and client relationships. 
  • Assisting in managing, developing, and coaching professional tax staff 
  • Reviewing returns 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 with Forward Vision and: 

  • Dedication to client service 
  • An ability to maintain functional expertise and understanding of a client’s business or family structure, which is essential to addressing client concerns and challenges 
  • Excellent supervisory and time management skills 
  • The ability to exhibit effective communication and listening skills to enhance problem-solving for our clients, team, and operational performance 


Minimum Qualifications: 

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


At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions. 

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit. 


FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

  • FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
  • FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
  • Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.