- FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
- FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
- Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.
- 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
- 3-5 years or more of related experience in public accounting, law firm, or trust department
- Bachelor or graduate degree in accounting, finance, or related field
- CPA license or J.D. degree and bar admission
- CPA license or have secured the educational requirements to satisfy the 150-credit hour requirement necessary to obtain a CPA license.
- Experience managing multiple client engagements
- FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
- FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
- Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.
-
Senior Associate
1 week ago
Brookfield Asset Management, Inc Houston, TX, United StatesLocation · Two Allen Center Smith Street · Business - Reinsurance · Brookfield's publicly traded Reinsurance business, Brookfield Reinsurance Partners Ltd., is a newly formed division of Brookfield focused on providing capital-based solutions to insurance companies and their s ...
-
Senior Associate
4 days ago
IQ-EQ Houston, United StatesCompany Description · IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regula ...
-
Senior Associate
6 days ago
IQ-EQ Houston, United StatesJob Description · Job Description Company Description · IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administr ...
-
Senior Associate
1 week ago
Knewin Houston, United StatesCompany Description · IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regula ...
-
Senior Tax Associate
1 week ago
Murray Resources Houston, United StatesCollaborate with tax team to implement the continuously expanding vision of the tax department of our firm. Review individual, trust, estate, S corporation, partnership, and state returns prepared by our team of tax professionals. Prepare forms to co Tax, Associate, Senior, Clien ...
-
Tax Senior Associate
1 week ago
Weaver Houston, United StatesThe Weaver Experience · Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entr ...
-
Tax Senior Associate
1 week ago
Weaver Houston, United StatesThe Weaver Experience · Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entr ...
-
Senior Tax Associate
1 week ago
Andersen Houston, United StatesUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive g ...
-
Audit Senior Associate
1 week ago
PKF Texas Houston, United StatesIf you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. · Audit Senior Associate · Full Time · Houston, TX, US · 11 days ago · Requisition ID: 1094 · PKF Texas is actively seek ...
-
Tax Senior Associate
1 week ago
Calvetti Ferguson Houston, United StatesThe Tax Senior Associate plays a critical role on the engagement team that is both internal and client facing. We foster a culture of excellence that emphasizes collaboration, innovation, entrepreneurial thinking, and exceptional client service. The successful candidate will thri ...
-
Senior Tax Associate
1 week ago
Recooty Houston, United StatesWe seek a Tax Senior Associate who will review tax compliance engagements, tax planning, and tax provisions for both enterprise and individual clients, whether public or private. · As the Senior Tax Associate, your duties will include corporate taxation, consolidated returns, S-C ...
-
Tax Senior Associate
1 week ago
FORVIS, LLP Houston, United StatesTax Senior Associate · Location: Houston, TX, USA · Apply · Company Profile: · At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This ...
-
Senior Tax Associate
1 week ago
Calvetti Ferguson Houston, United StatesThe Tax Senior Associate plays a critical role on the engagement team that is both internal and client facing. We foster a culture of excellence that emphasizes collaboration, innovation, entrepreneurial thinking, and exceptional client service. The successful candidate will thri ...
-
Senior Tax Associate
1 week ago
German American Chambers of Commerce Houston, United StatesDescription · We are currently seeking a Senior Tax Associate to join our practice in Houston, TX. You will work with a select team providing tax compliance services to predominately manufacturing and distribution clients. You must be able to manage projects, work under time pres ...
-
Audit Senior Associate
1 week ago
Pannell Kerr Forster of Texas, PC Houston, United StatesJob Description · Job Description · PKF Texas is actively seeking an Audit Senior Associate to serve on a variety of audit engagement teams. The Audit Senior Associate must be able to handle more complex assignments than the Associate, begin to learn the complete process of man ...
-
Tax Senior Associate
1 week ago
Pannell Kerr Forster of Texas, PC Houston, United StatesJob Description · Job Description · PKF Texas is actively seeking a Tax Senior Associate. This position reports directly to our Tax Managers, Tax Senior Managers and Directors and works collaboratively with the members of our expanding tax team. The Tax Senior Associate perform ...
-
Senior Tax Associate
1 week ago
Mary Ann Markowitz & Associates Houston, United StatesJob Description · Job Description · We seek a Tax Senior Associate who will review tax compliance engagements, tax planning, and tax provisions for both enterprise and individual clients, whether public or private. · As the Senior Tax Associate, your duties will include corpor ...
-
Senior Tax Associate
1 week ago
Hire Resolve Houston, United StatesJob Description · Job DescriptionHire Resolve's client, a well-established law firm specializing in taxation law, is seeking a Senior Tax Associate to join their team. This is an excellent opportunity for an experienced tax professional with a background in the legal industry. · ...
-
Senior Tax Associate
1 week ago
Spark Talent Inc Houston, United StatesJob Description · Job Description · Senior Tax Associate · Position Summary: · Seeking a Senior Tax Associate to join their Houston, TX office. Their associates have the opportunity to work with a variety of clients in industries such as manufacturing, construction, dealershi ...
-
Senior Audit Associate
1 week ago
Doeren Mayhew CPAs and Advisors Houston, United StatesJob Description · Job Description · Doeren Mayhew is a $150 Million certified public accounting and advisory firm headquartered in Troy, Michigan with offices in Houston, Miami, Dallas, Charlotte, Tampa, Grand Rapids, Zurich, and London. Founded in 1932, Doeren Mayhew is recogn ...
Senior Associate - Houston, United States - FORVIS, LLP
Description
Senior Associate | Private ClientLocation:
Houston, TX, USA
Apply
Company Profile:
At FORVIS, your career is designed with a purpose.
We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities.
This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.Creating a best-in-class employee experience is at the heart of our vision for the future.
With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.
About FORVIS
FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences.
Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS, LLP is an equal opportunity/affirmative action employer.
Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.
It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Requisition Number:
Position Title:
External Description:
Description & Requirements
FORVIS' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.
Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your ability to help clients grow, preserve and protect wealth.
The Tax Leader | Private Client 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.
They will also participate in client development and team management and conduct research to be current as a subject matter expert.
How you will contribute:
Minimum Qualifications:
#LI-JB2
City:
Houston
State:
Texas
Community / Marketing Title:
Senior Associate | Private Client
Location_formattedLocationLong:
Houston, Texas US
CountryEEOText_Description:
At FORVIS, your career is designed with a purpose.
We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities.
This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.Creating a best-in-class employee experience is at the heart of our vision for the future.
With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from.
We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued.We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.
About FORVISFORVIS is a professional services firm providing assurance, tax, and advisory services.
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.
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.
FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next.
Visit for additional information.FORVIS, LLP is an equal opportunity/affirmative action employer.
Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.
It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.