- 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
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Notaries for private clients"
2 weeks ago
beBee Handyman Cyr, MT, United States FreelanceThis is for the purchase of a home in Burela (Lugo). To carry out the purchase (deed, etc.), and as a consideration, also to sign the preliminary contract of earnest money before a notary.What type of client are you? · Individual · Why do you need a notary? · Sale and purchase · ...
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Tax Director| Private Client
1 week ago
FORVIS, LLP Atlanta, United StatesTax Director| Private Client · Location: Atlanta, GA, 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 communitie ...
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Tax - Director - Private Client
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FORVIS Atlanta, GA, United StatesGeneral information · Name · Tax - Director - Private Client · Posting Title · Tax Leader | Private Client · Ref # · Date Published · Thursday, April 11, 2024 · City · Atlanta · State · Georgia · Country · United States · Job Category · Tax · Office · Atlanta GA · Advertised Loca ...
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Tax Director| Private Client
1 week ago
FORVIS, LLP Atlanta, United StatesTax Director| Private Client · Location: Atlanta, GA, 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 commun ...
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Registered Private Client Associate
2 weeks ago
Janney Montgomery Scott Atlanta, United StatesRegistered Private Client Associate - Atlanta, GA · Janney Montgomery Scott LLC, 3630 Peachtree Road NE, Atlanta, Georgia, United States of America · Req #11764 · Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and p ...
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Registered Private Client Associate
2 weeks ago
Janney Atlanta, United StatesRegistered Private Client Associate - Atlanta, GA · Janney Montgomery Scott LLC, Atlanta, Georgia, United States of America · Job Description · Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice bey ...
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Registered Private Client Associate
1 week ago
Janney Atlanta, United StatesRegistered Private Client Associate - Atlanta, GA · Janney Montgomery Scott LLC, Atlanta, Georgia, United States of AmericaJob Description · Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond ...
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Registered Private Client Associate
1 week ago
Janney Montgomery Scott Atlanta, United StatesRegistered Private Client Associate - Atlanta, GA · Janney Montgomery Scott LLC, 3630 Peachtree Road NE, Atlanta, Georgia, United States of America · Req #11764Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and prov ...
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Client Relations Specialist, Private Risk
1 week ago
Baldwin Risk Partners Atlanta, United States Full timeThe Client Relations Specialist serves as a resource to HNW clients and personally provides prompt, efficient and high-quality service.Principal Responsibilities: · Communicate with clients regarding their policy(ies), document the detailed records of the communication in the cli ...
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Morgan Stanley Atlanta, United StatesPrivate Wealth Management Client Service Associate · Private Wealth Management Client Service Associate · Morgan Stanley · Atlanta, United States · Posted 3 days ago · Permanent · Competitive · POSITION SUMMARY: · Client Service Associates help shape the future of service ...
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Morgan Stanley Atlanta, United StatesPosition Summary: · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capab ...
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Private Client Manager
1 week ago
Busey Bank Clayton, United StatesPosition Summary · The Private Client Manager is responsible for prospecting and developing relationships with high net worth individuals. This position will identify opportunities to benefit these clients by leveraging relationships across all areas of the Bank. · Duties & Respo ...
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Morgan Stanley Atlanta, United StatesPosition Summary: · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capa ...
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Morgan Stanley Atlanta, United StatesPosition Summary: · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capa ...
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Capstone Search Group Atlanta, United States Full timeThe Personal Lines Account Manager- Private Client Group job opening is immediately available for an insurance professional experienced in servicing high net worth policies. The team dynamic is close knit, super professional, and 'all hands on deck'. Everyone has the chance to pl ...
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Ernst & Young Atlanta, United StatesJob Description · At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. ...
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EY Atlanta, GA, United StatesAt EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build ...
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EY Atlanta, United StatesAt EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build ...
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EY Atlanta, United StatesAt EY, youll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And were counting on your unique voice and perspective to help EY become even better, too. Join us and build an ...
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Private Client Advisor II
3 weeks ago
The Bank of America Corporation Clayton, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Advisor, Business Devel ...
Tax Director| Private Client - Atlanta, United States - FORVIS
Description
& RequirementsFORVIS' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expand your flexibility to help clients grow, preserve and protect wealth. 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. The Private Client Tax Director participates in client development, and team management, and conducts research to be current as a subject matter expert.
How you will contribute:
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Tax Director| Private Client professionals in Atlanta
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Patrick Scullin
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