General information

Tax Senior Manager/Director | Financial Services
Ref #
Date Published
Tuesday, May 31, 2022
Saint Louis
United States
Job Category
St Louis
Advertised Location
Saint Louis
Working time
Full Time

Description & Requirements

As a FORVIS Tax Senior Manager or Director, you will have the opportunity to lead and develop a team in tax, while providing Unmatched Client Service® to our clients. If you have experience with managing tax advisory services, tax compliance, and tax provision to a diversified client base, with a focus on Financial Services clients, this is the position for you!

How you will contribute:

  • Providing tax compliance, tax provision, and tax advisory services to Financial Services clients  
  • Helping in developing, building, and managing 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
  • Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
  • Having frequent contact with client personnel at top levels and being able to consistently sell additional services to them
  • Having a disciplined approach that is reasonably successful in attracting new clients and developing referral sources

We are looking for someone with Forward Vision and:

  • Experience managing multiple client engagements
  • Excellent client relationship and time management skills
  • Attention to detail without losing sight of the big picture
  • Excellent supervisory and time management skills
  • Ability to work efficiently under pressure and against client deadlines
  • High-level analytical and reasoning skills

Minimum Qualifications:

  • 7 years or more in public accounting or corporate tax department with a minimum of 5 years working in the Financial Services area
  • Bachelor's degree in Accounting, Finance, or related field
  • CPA license

Preferred Qualifications:

  • Master’s degree in Taxation or Law degree
  • Partnership tax experience