In-House
Ontario, CA, United States
Tax Director Private Client
Attorney
Min 9 yrs required
Full-time
No
Proven leadership and project management skills Proven ability to develop and maintain strong relationships with clients and external advisors Strong analytical and research skills with attention to detail Proficient in Microsoft Office Suite, tax software, and technology tools Tax Director Private Client - $120,000-$200,000 per year Overview: We are seeking a highly experienced and dedicated Tax Director to join our Private Client team. This individual will be responsible for providing tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. The Tax Director will also play a key role in developing and managing client relationships, as well as coaching and mentoring professional tax staff. The ideal candidate will have a strong dedication to client service, excellent supervisory and time management skills, and the ability to build a network of external advisors. Responsibilities: - Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations - Develop and manage client relationships as part of the proposal process - Participate in networking activities to expand business opportunities and client relationships - Maintain functional expertise and understanding of client's business or family structure to address concerns and challenges - Coach and develop professional tax staff - Review and manage projects prepared by tax associates and seniors - Delegate responsibilities to others and monitor engagement team efforts - Utilize technology tools to improve work processes and efficiency - Conduct research on complex tax issues and effectively communicate findings in writing Qualifications: - 9+ years 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 . degree and bar admission - Experience managing multiple client engagements - Proven leadership and project management skills - Ability to develop and maintain strong relationships with clients and external advisors - Strong analytical and research skills with attention to detail - Proficient in Microsoft Office Suite, tax software, and technology tools Salary Information: The salary for this position ranges from $120,000 to $200,000 per year, depending on experience and qualifications. How to Apply: To apply for this position, please submit your resume and cover letter through our online application portal. We thank all applicants for their interest, however, only those selected for an interview will be contacted. About Our Company: We are a leading tax and advisory firm, providing a wide range of services to individuals, businesses, and organizations. Our team of professionals is dedicated to providing exceptional client service and helping our clients achieve their financial goals. We offer a dynamic and supportive work environment, opportunities for career growth and development, and a competitive compensation and benefits package. Join our team and be a part of our success! H1: Tax Director Opportunity at Leading Tax and Advisory Firm H2: Join Our Private Client Team and Make a Difference Bold Headline: Looking for a Highly Experienced Tax Director to Lead Our Private Client Team - Apply Now!
Qualification and Experience Bachelor or Graduate Degree in Accounting, Finance or Related Field, CPA License or J.D. Degree and Bar Admission
Legal
Hiring Coordinator
Forvis Mazars, LLP
910 E. St. Louis Street
Suite 200, P.O. Box 1190
Springfield, MO 65801-1190
Jun 18, 2025
|
Mar 05, 2025
|
May 28, 2024
|
Tell us where to send your access instructions: