Jobs
>
Chicago

    Tax - Director - Private Client - Tax Leader - Chicago, IL, United States - FORVIS

    FORVIS
    FORVIS Chicago, IL, United States

    1 week ago

    Default job background
    Accounting / Finance
    Description
    General information

    Name

    Tax - Director - Private Client - Tax Leader

    Posting Title

    Tax Leader | Private Client

    Ref #

    Date Published

    Monday, February 26, 2024

    City

    Oakbrook Terrace

    State

    Illinois

    Country

    United States

    Job Category

    Tax

    Department

    Tax

    Office

    Chicago IL

    Advertised Location

    US-IL-Chicago, US-IL-Chicago

    Working time

    Full Time

    Description & Requirements

    FORVIS' 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 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.

    The Private Client Tax Leader participates in client development, and team management, and conducts research to be current as a subject matter expert.


    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
    #LI-OAK, #LI-CHI

    #LI-JB2
  • RubinBrown

    Tax Leader

    1 week ago

    RubinBrown Chicago, United States

    Founded in 1952, RubinBrown LLP is one of the nation's leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value. · RubinBrown redefines the full-service experience by combining technical and indu ...

  • Galarza Recruitment Firm

    Tax leader

    1 week ago

    Galarza Recruitment Firm Chicago, United States

    Job Description · Job DescriptionWe are seeking a Tax Leader You will be responsible for the effective management and profitable operation of your assigned branch office. · Responsibilities: · Plan, supervise, review and complete real estate tax work/tax returns for multiple cli ...

  • FORVIS

    Tax Leader

    3 weeks ago

    FORVIS Chicago, United States Regular, Full time

    · General information · Name · Tax - Director - Commercial Services · Posting Title · Tax Leader | Commercial · Ref # · 2229800 · Date Published · Tuesday, January 30, 2024 · City · Oakbrook Terrace · State · Illinois · Country · United States · Job Category · Tax · Department · ...

  • FORVIS

    Tax Leader

    3 weeks ago

    FORVIS Chicago, United States Regular, Full time

    · General information · Name · Tax - Director - Private Client - Tax Leader · Posting Title · Tax Leader | Private Client · Ref # · 2229970 · Date Published · Monday, February 26, 2024 · City · Oakbrook Terrace · State · Illinois · Country · United States · Job Category · Tax · ...

  • Amazon, Inc.

    Tax Leader, State

    1 week ago

    Amazon, Inc. Chicago, United States

    BASIC QUALIFICATIONS- Experience structuring and negotiating complex agreements and leading cross-functional groups to orchestrate and successfully complete deals- 5 years Tax Administration experience. DESCRIPTION - Amazon Web Services (AWS) U.S. S Tax, Government, Leader, Leade ...

  • Gilder Search Group

    Tax Accountant-Leader in Renewable Energy FEATURED

    1 week ago

    Gilder Search Group Chicago, United States

    This client is a global leader in sustainable energy solutions with a presence across the Americas, Europe, and Asia. They have developed over 150 renewable energy projects worldwide, encompassing wind, solar, natural gas power generation, and advanced energy storage facilities. ...

  • FORVIS, LLP

    Tax Leader

    1 week ago

    FORVIS, LLP Oakbrook Terrace, United States

    Tax Leader | Commercial · Location: Oakbrook Terrace, IL, 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 ...

  • Mintel

    Tax Analyst

    15 hours ago

    Mintel Chicago, United States

    Mintel is an international leader in providing consumer market research and competitive intelligence tools as well as in delivering customized consulting solutions to top-tier organizations. With international headquarters in London and US headquarters in Chicago, Mintel has been ...

  • Adtalem Global Education

    Analyst, Tax

    1 week ago

    Adtalem Global Education Chicago, United States

    **Company Description** About Adtalem Global Education** · Adtalem Global Education is a national leader in post-secondary education and leading provider of professional talent to the healthcare industry. Adtalem educates and empowers students with the knowledge and skills to bec ...

  • Collins Consulting

    Global Mobility Analyst

    1 day ago

    Collins Consulting North Chicago, United States

    Payroll and Tax Analyst · Our Global Mobility Team is currently seeking a Global Mobility Payroll and Tax Analyst to join our team locally in a contract position in a dual role outlined below. The global mobility team manages the client?s expatriate population as well as the dome ...

  • Andersen

    Director - Head of Architecture

    1 week ago

    Andersen Chicago, United States

    The Firm: · **Unlock 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 ...

  • EY

    S and T-transaction Diligence-transaction

    4 days ago

    EY Chicago, United States

    **Strategy and Transactions (S&T) (Transaction Diligence - Transaction Support) (Manager) (Multiple Positions), Ernst & Young U.S. LLP, Chicago, IL.** · Serve as a Transaction Support professional to help clients achieve their strategic goals, in acquiring or divesting assets. Ex ...

  • CRC

    Associate Team Leader

    1 week ago

    CRC Chicago, United States

    Need Help?- Accessibility_ · - (accommodation requests only; other inquiries won't receive a response)._ · Regular or Temporary: · Regular · Language Fluency: English (required) · Work Shift: · 1st shift (United States of America) · Please review the following job description: · ...

  • The Resurrection Project

    Property Manager Associate

    1 week ago

    The Resurrection Project Chicago, United States

    **Position Title** Property Manager Associate · **Supervisory Relationship** Legal Counsel and VP of REAS and Community Programs · **Organization General Description** · The Resurrection Project (TRP) builds trusting relationships to educate and propel individuals, immigrants, an ...

  • Green Thumb

    Corporate Counsel, Transactions

    2 days ago

    Green Thumb Chicago, United States

    **The Role** · **Responsibilities** · - Manage, with the supervision of the Assistant General Counsel, transactions from start to finish, including drafting NDAs and term sheets, organizing and managing the due diligence and closing processes, drafting definitive transaction docu ...

  • RSM US LLP

    Financial Due Diligence

    1 day ago

    RSM US LLP Chicago, United States

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...

  • Wolters Kluwer

    Customer Success Associate

    1 week ago

    Wolters Kluwer Chicago, United States

    We are currently seeking a dynamic Customer Success Associate to join our growing teams across the country. CT (Corporate Trust) Corporation is the global leader of legal entity management, corporate compliance and due diligence solutions. Businesses and law firms around the worl ...

  • NORC at the University of Chicago

    Graduate Research Assistant

    1 week ago

    NORC at the University of Chicago Chicago, United States

    **JOB DESCRIPTION**: · NORC at the University of Chicago is seeking a qualified Graduate Research Assistant to support research efforts in our Chicago office. #LI-DNI · **DEPARTMENT: Public Health** · The Public Health Research team conducts work on a variety of public health top ...

  • Abbott Laboratories

    Manager, Logistics

    1 week ago

    Abbott Laboratories North Chicago, United States

    Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medic ...

  • EY

    Securities Analyst-s and T-capital

    6 days ago

    EY Chicago, United States

    **Securities Analyst, Strategy and Transactions (S&T) (Capital Transformation - Decision Modeling & Economics - Complex Securities) (Manager)(Multiple Positions), Ernst & Young U.S. LLP, Chicago, IL.** · Determine the value of derivatives and other complex financial instruments t ...