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    Consulting - Tax Specialty - Tax Leader - Washington NO Tax - Financial Products - Atlanta, GA, United States - FORVIS

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    Accounting / Finance
    Description
    General information

    Name

    Consulting - Tax Specialty - Tax Leader - Washington NO Tax - Financial Products

    Posting Title

    Washington National Tax Office Leader | Financial Products

    Ref #

    Date Published

    Thursday, April 25, 2024

    City

    Atlanta

    State

    Georgia

    Country

    United States

    Job Category

    Tax Specialty

    Department

    Consulting

    Office

    International Tax

    Advertised Location

    US-GA-Atlanta, US-IL-Chicago, US-IL-Chicago, US-IN-Indianapolis, US-MO-Kansas City, US-NC-Charlotte, US-NC-Charlotte, US-TN-Nashville, US-TX-Houston, US-VA-Tysons

    Working time

    Full Time

    Description & Requirements

    FORVIS Washington National Tax Office (WNTO) exists to unlock the full potential of the FORVIS tax practice and the clients they serve.

    We do this through thoughtful collaboration and an uncommon commitment to technical excellence, which allows us to provide unique insights on tax issues, develop innovative forward-thinking solutions to address complex tax needs, and build intentional relationships within the tax community.

    As a member of the FORVIS Washington National Tax Office (WNTO), you will have the opportunity to be a national thought leader.

    Members of WNTO have a deep understanding of their tax focus areas and proactively follow evolving legislation, guidance, and case law.

    Working in collaboration with other members of the WNTO and the broader FORVIS team, they use this understanding to translate complex tax issues into meaningful communications, develop value-added service offering models, provide innovative insights, support strategic tax planning for key FORVIS clients, and build the FORVIS brand as a thought leader through educational presentations and networking.

    FORVIS WNTO is currently seeking an individual with demonstrated knowledge and experience in tax issues relating to financial products, including debt, derivatives, and capital.

    If you can demonstrate an uncommon commitment to tax technical excellence, possess a practical ability to apply relevant tax authority to real-world situations, enjoy collaborative problem-solving, and have a passion for serving others through education and relationship building then this is the position for youHow you will contribute:Providing insights and analysis on evolving legislation, guidance, and case law to the FORVIS team and their clients.

    Building the FORVIS network of key relationships within the tax community.

    Providing existing channels with relevant information they can communicate to legislators and those tasked with governance to be adequately informed regarding tax policy issues and the practical considerations of implementation that impact FORVIS and our clients.

    Identifying opportunities for new service offerings or innovation of existing services.
    Developing and deploying service model platforms, strategies, and solutions based on judicial or legislative developments.

    Driving creation and spin-up of new national tax service lines in collaboration with the rest of the Tax Specialty team.

    Growing the FORVIS brand as a thought leader in tax through publishing, presenting, and other market-facing opportunities.
    Supporting FORVIS tax professionals as an active member of the tax strategy team on certain proposals and key clients.
    Completing engagements for complex, high-value specialty work.

    We are looking for people who have Forward Vision and:
    Strong critical thinking and reasoning skills.

    Extensive experience with tax issues related to all aspects of capital raises and debt obligations, including but not limited to issuances, modifications, restructuring, and AHYDO.Knowledge of derivative instruments, including issuance, termination, and hedge identification requirements.

    Familiarity with tax issues of securities dealers and investors.
    Uncommon ability to efficiently read, digest, and insightfully apply complex and evolving tax authority to real-world facts and circumstances.
    An aptitude for identifying, developing, and deploying sound tax strategies and solutions to complex challenges.
    Excellent verbal and written communication skills, including the ability to adapt, be responsive, and provide an unmatched client experience.
    Continuous learning and a commitment to excellence.
    Passion for serving and developing others.


    Minimum Qualifications:
    Bachelor's or Master's degree in Accounting or Taxation or Juris Doctor10 years or more of tax experience with a large accounting firm, law firm, or relevant tax policy-making entity

    Preferred Qualifications:
    CPA license and/or J.D. / L.L.M4 or more years of tax experience focused on taxation of financial productsPublished author and presenter on taxation of financial products
    #LI-ATL, #LI-OAK, #LI-CHI, #LI-IND, #LI-KCMO, #LI-CLTSP, #LI-CLTU, #L-NASH, #LI-HOU, #LI-TYS

    #LI-BM1; #LI-SS1


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