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Forvis Mazars US

Director, Tax - Private Client

Forvis Mazars US, Jackson, Mississippi, United States, 39200

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Director, Tax - Private Client

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Director, Tax - Private Client

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Forvis Mazars US Get AI-powered advice on this job and more exclusive features. 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

Description & Requirements

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

We are looking for people who have Forward Vision and:

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

Minimum Qualifications

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

Seniority level

Seniority level Not Applicable Employment type

Employment type Full-time Job function

Job function Accounting/Auditing and Finance Industries Professional Services Referrals increase your chances of interviewing at Forvis Mazars US by 2x Get notified about new Tax Director jobs in

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