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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.
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Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations. 9 years or more of related experience in public accounting, law firm, or trust department.
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7 years of related experience in public accounting, law firm or trust department. Bachelor's or graduate degree in accounting, finance, or related field. FORVIS Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.
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Bachelor's or graduate degree in accounting, finance, or a related field. 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.
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Bachelor or graduate degree in accounting, finance, or a related field. 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, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients.
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5 years of related experience in public accounting, law firm, or trust department. You must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies and charitable entities managed by ultra-high net worth clients.
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The Tax Leader is 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 and charitable entities managed by ultra-high net worth clients.
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Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences.
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7 years or more of related experience in public accounting, law firm, or trust department. Assisting with managing, developing, and coaching professional tax staff. 7 years or more of related experience in public accounting, law firm, or trust department.
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Developing, building, and managing client relationships as part of the proposal process. Reviewing and managing projects prepared by tax associates and seniors. Exhibit effective communication and listening skills enhancing problem-solving and communication for client, team, and operational performance.
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FORVIS reserves the right to make changes to the salary range based on business needs. The Private Client Tax Director 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.
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The Private Client Tax Director participates in client development, and team management, and conducts research to be current as a subject matter expert. Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing.
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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.
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Assisting in managing, developing, and coaching professional tax staff. Helping in developing, building, and managing client relationships as part of the proposal process. Reviewing returns prepared by tax associates and seniors.
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Effectively delegating responsibilities to others, monitoring efforts of engagement teams. Participating in networking activities to further expand business opportunities and client relationships. CPA license or J.D. degree and bar admission.
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public accounting trusts estates jobs Company: Forvis
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