Jobs
>
Dallas

    Tax Senior Manager - Dallas, United States - FORVIS

    Default job background
    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 expands your flexibility to help clients grow, preserve, and protect wealth. The Private Client Tax Senior Manager 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 Senior Manager 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:
    • 7 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-DFW, #LI-FTW

    #LI-JB2


  • Southern Glazer's Wine & Spirits Dallas, United States Full time

    Overview · The Senior Manager, Vulnerability Management role will manage the Vulnerability Management team. This position is responsible for leading a team of Vulnerability Management professionals that identify, assess, and partner with other teams and application owners to rem ...


  • Regal Executive Search Dallas, United States

    Senior to Senior Manager- Accounting Advisory / Technical Accounting · Job Number: · 2424Job Description · Senior Assocaite to Senior Manager – Accounting Advisory / Technical AccountingManager-level financial consultants work closely with senior management of Fortune 500, mid ...


  • Erickson Senior Living Dallas, United States

    Highland Springs is a beautiful 89-acre continuing care retirement community in North Dallas, Texas. We are hiring a Senior Manager of Facilities for our award-winning, gated retirement community. The Senior Facilities Manager is responsible for providing timely, competent, and p ...


  • Axxess Technology Solutions, Inc. Dallas, United States

    A · Senior Accounting Manager · to lead all accounting and finance matters and is responsible for the daily operations associated with the annual budget, financial statement activities, and tax filings. The Senior Accounting Manager will ensure timely and accurate financial inf ...


  • Lifespace Communities Dallas, United States Full time

    Community: · Texas Home Office Address: · 3501 Olympus BoulevardDallas, Texas 75019 Pay Range · Live your purpose. Grow your career. Thrive through teamwork. Create meaningful, personalized experiences. · At Lifespace, team members are at the center of delivering a purpo ...


  • Macrosoft Dallas, United States

    W2 Opening Only U.S. Citizen & Green Card is workable · Seeking a highly motivated and skilled program manager to support the AT&T Transformation team in a chief of staff manner. This role requires a versatile professional who is adept at program management, organization, and exe ...


  • EPIC Insurance Brokers & Consultants Dallas, United States

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabili ...


  • MAA Dallas, United States Full time

    Becoming a part of MAA is exciting and rewarding for those who enjoy working with a dynamic team. Join us as we exceed our residents' expectations of a place to call home. · Senior Property Manager · Are you ready to build and lead a team of multifamily professionals? Do you hav ...


  • CDW Dallas, United States

    CDW is pleased to be partnering with one of our clients in the Education industry on this latest Project Management opportunity. Please find the full description below and apply if interested · Title: Senior Project Manager · Location: 95% remote with very occasional travel to D ...

  • FORVIS

    Tax Senior Manager

    2 weeks ago


    FORVIS Dallas, United States

    Requisition Number2232289 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. Partneri ...


  • Watters Dallas, United States

    Job Description · Senior Merchandising Manager/Planner · Job Details: · Founded in 1986 Watters products are sold in over 400 retail stores across North America & Internationally. We cater to fashionable, creative, educated brides between the ages of 20-35. · We are dedicated to ...

  • Mosaec

    Senior Manager

    3 weeks ago


    Mosaec Dallas, United States

    Dallas, Texas, · JOB SUMMARY The Senior Manager of Marketing and Communications grows and consistently maintains the BSW Quality Alliance brand across all markets, channels and geographies. This person supports marketing, employer and internal communications with an emphasis on ...


  • HI-LINE Dallas, United States Full time

    Senior Product ManagerHi-Line provides vendor managed inventory (VMI) services and after-market products to the industrial after-market. Our products can be divided into nineteen product groups comprising over four hundred product lines and thousands of SKUs. The continued develo ...


  • TaxAct Dallas, United States Full time

    TaxAct helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax ...

  • Baylor Scott & White Health

    Senior Manager

    1 week ago


    Baylor Scott & White Health Dallas, United States

    **JOB SUMMARY** · The Senior Manager of Marketing and Communications grows and consistently maintains the BSW Quality Alliance brand across all markets, channels and geographies. This person supports marketing, employer and internal communications with an emphasis on clinical, c ...

  • Hamlyn Williams

    Senior Manager

    11 hours ago


    Hamlyn Williams Dallas, United States

    Senior Manager - Compliance and FinCrime Recruitment · Hamlyn Williams continues to be the global market leader in Regulated Industries Recruitment. Our brands span across Financial Services, Life Sciences, & Technology. Founded in London in 2011, we have continued to expand glob ...

  • IQ-EQ

    Senior Manager

    2 weeks ago


    IQ-EQ Dallas, United States

    Job Description · Job DescriptionCompany 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 administrati ...


  • Marriott International Dallas, United States Full time

    JOB SUMMARY · Prepares all event documentation and coordinates with Sales, property departments and customer to ensure consistent, high level service throughout the pre-event, event and post-event phases of property events. This position primarily handles complex events. Ensures ...

  • Raytheon

    Senior Manager

    1 day ago


    Raytheon Dallas, United States Full time

    *Date Posted:* · *Country:* · United States of America*Location:* · CO102: 16800 E Centretech Pkwy,Aurora 16800 East Centretech Pkwy Building S75, Aurora, CO, 80011 USA*Position Role Type:* · OnsiteAt Raytheon, the foundation of everything we do is rooted in our values and a high ...


  • Indotronix Avani Group Dallas, United States

    Position: Database Manager · Position Location: Hybrid - 3 in office, 2 remote · Strongly prefer - located in a tech hub - · Pittsburgh, PA, Birmingham, AL, Dallas, TX, Cleveland, OH Phoenix, AZ · Intended length of Assignment: EOY · Ability to work remote: Hybrid · Target Star ...