Tax Manager - Trust & Estate

Tysons, Virginia

Employer: FORVIS
Industry: 
Salary: Competitive
Job type: Full-Time
Description & Requirements

How you will contribute:

  • Manage a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies and small business clientele
  • Act as technical reviewer of all individuals, estate, gift, and trust tax returns and tax research projects prepared by associates and seniors in a high volume, fast paced environment
  • Supervise tax associates and seniors including participation in their training and growth.
  • Prepare advanced estate planning projects for unique client situations
  • Manage the workflow, including proper delegation to staff according to their experience, and coordination with senior managers and partners on all phases of the engagement
  • Proactive effort to develop new business with both current and prospective clients
  • Delegate work to staff according to their experience and capabilities in conformance with the planning documents described above
  • Provide overall leadership, supervision, training, and performance feedback to staff
  • Review the tax working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the engagement letter
  • Review trust documents and prepare a trust summary document to assist with trust administration

We are looking for people who have Forward Vision and:

  • Experience managing multiple client engagements
  • A strong sense of ownership for delivering ultra-responsive Client Service
  • Excellent supervisory, team building, and time management skills

Minimum Qualifications:

  • 5 years or more of public accounting experience
  • 3 years or more of servicing high net worth clients, with highly complex investments and succession planning strategies
  • CPA license
  • Bachelor's degree in Accounting or related field

Preferred Qualifications:

  • Master's degree in Taxation or Law degree
  • Experience with CCH Axcess

#LI-TYS

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Created: 2024-06-05
Reference: 2229942
Country: United States
State: Virginia
City: Tysons

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