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Forvis
Dallas, TX, United States
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
Job Source: ForvisForvis
Dallas, TX, United States
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
Job Source: ForvisCliftonLarsonAllen LLP
Dallas, TX, United States
Manager or Director - Private Client Tax page is loaded Manager or Director - Private Client Tax Apply locations Dallas, TX time type Full time posted on Posted 11 Days Ago job requisition id R13755 CLA is a top 10 national professional services firm where our purpose is to create opportunitie
Job Source: CliftonLarsonAllen LLPArmanino McKenna Certified Public Accountants & Consultants
Dallas, TX, United States
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to beAmong the top 20 Largest Firms in the Nationand one of theBest Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills
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Dallas, TX, United States
What You'll Do IMA Select is adding a Personal Lines Producer to our growing team. IMA Select focuses on insurance solutions for small businesses and individuals. Through personal relationships with our clients and carriers, we offer coverages and pricing not commonly found with other brokers and agents. Essential job responsibilities include
Job Source: IMA Financial GroupEY
Dallas
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. 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 perspe
Job Source: EYEisnerAmper LLP
Dallas, TX, United States
Job Description About our Private Client Services (PCS) Team The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards o
Job Source: EisnerAmper LLPHUB International
Dallas, TX, United States
Private Client Account Manager page is loaded Private Client Account Manager Postuler locations Dallas, TX Fort Worth, TX time type Full time posted on Publié il y a 2 jour(s) job requisition id R0023388 Position Summary In a rapidly changing world, HUB advises businesses and individuals on how to prepare for
Job Source: HUB InternationalDallas, TX, United States
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 Tax Leader is 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 and charitable entities managed by ultra-high net worth clients. The Private Client Tax Leader participates in client development, team management, and 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 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
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Tax Leader | Private Client jobs in Dallas, TX, United States
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