24 Tax Senior Manager | Private Client Jobs in Branson, MO
FORVIS is Hiring a Tax Senior Manager | Private Client Near Branson, MO
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, and 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
- 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
- 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
Job Summary
Full Time
$107k-142k (estimate)
06/06/2024
07/01/2024
The job skills required for Tax Senior Manager | Private Client include Client Service, Client Relationship, CPA, Accounting, Problem Solving, Consulting, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Senior Manager | Private Client. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Senior Manager | Private Client. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Tax Senior Manager | Private Client positions, which can be used as a reference in future career path planning. As a Tax Senior Manager | Private Client, it can be promoted into senior positions as a Tax Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Senior Manager | Private Client. You can explore the career advancement for a Tax Senior Manager | Private Client below and select your interested title to get hiring information.
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