What are the responsibilities and job description for the Tax Director - Private Client position at Forvis Mazars US?
Description & Requirements
How you will contribute:
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
- 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
- 9 years or more of related experience in public accounting, law firm, or trust department
- Bachelor or graduate degree in accounting, finance, or a related field
- CPA license or J.D. degree and bar admission
- Experience managing multiple client engagements
