General information

Name

Tax - Director - Private Client

Posting Title

Tax Director - Private Client

Ref #

2233698

Date Published

Thursday, September 12, 2024

City

Oakbrook Terrace

State

Illinois

Country

United States

Job Category

Tax

Office

Chicago IL (Forvis)

Advertised Location

US-IL-Chicago

Working time

Full Time

Description & Requirements

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

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