Tax - Director - Private Client - Denver Colorado

Company: FORVIS
Location: Denver, Colorado
Posted On: 05/18/2024

General information Name Tax - Director - Private Client Posting Title Tax Leader - Private Client Ref # 2232286 Date Published Thursday, April 11, 2024 Close Date 04/24/2024 City Denver State Colorado Country United States Job Category Tax Department Tax Office Denver CO Advertised Location US-CO-Colorado Springs, US-CO-Denver, US-UT-Salt Lake City 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 expands 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-COS, #LI-DEN #LI-JB2 Colorado's Equal Pay for Equal Work Act (SB 19-085) Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. FORVIS reserves the right to make changes to the salary range based on business needs. Colorado Salary Range: CO Minimum Salary (USD) $ 125,400 CO Maximum Salary (USD) $ 260,000 More...

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