Forvis

Director, Tax - Energy & Natural Resources - 2237614

Forvis • $150K — $180K *
Energy & Utilities
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting, Taxation or related field
  • 9+ years of relevant progressive tax experience in public accounting or corporate tax
  • Current and valid CPA (Certified Public Accountant) license
  • Proficiency in Microsoft Office Suite
  • Flexibility to travel for client engagements and internal meetings

Responsibilities

  • Lead the planning and execution of tax compliance and advisory services for individuals and businesses
  • Conduct in-depth research on complex tax matters and communicate findings in structured reports
  • Review tax return preparations by other staff to ensure accuracy
  • Build strong client relationships by identifying tax issues and delivering insights
  • Mentor and manage tax professionals, providing coaching and support
  • Delegate tasks and oversee project delivery to maintain workflow efficiency
  • Drive business growth through strategic planning and client retention

Benefits

  • Continuing Professional Education (CPE) support
  • Opportunities to represent the firm at industry events
  • Mentorship and career development programs
  • Dynamic work environment focused on team collaboration
  • Exposure to a variety of industries including energy and natural resources
Full Job Description
Description & Requirements

The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support through change, growth, and opportunity.

What You Will Do:

  • Lead the planning and execution of tax compliance and advisory services for individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
  • Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports
  • Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards
  • Build strong client relationships by identifying tax issues, delivering actionable insights, and offering strategic solutions
  • Champion client service excellence, acting as a trusted advisor and fostering long-term partnerships
  • Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team
  • Delegate and oversee project tasks, ensuring timely and successful engagement delivery
  • Optimize resource allocation and resolve scheduling conflicts to maintain workflow efficiency
  • Drive business growth through strategic planning, client retention, and proactive business development
  • Expand firm visibility and opportunities by representing the firm at industry events and networking forums
  • Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes
  • Drive thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities

Minimum Qualifications:

  • Bachelor's Degree in Accounting, Taxation or related field
  • 9+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
  • Current and valid CPA (Certified Public Accountant) license
  • Proficiency in Microsoft Office Suite
  • Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.

Preferred Qualifications:

  • Master's Degree in related field
  • Experience within the energy and natural resources industry

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About Forvis

Forvis is a software company that provides a platform for businesses to manage their data and analytics. The company's platform allows businesses to collect, store, and analyze data from various sources, including social media, web analytics, and customer relationship management systems. Forvis was founded in 2015 and is headquartered in San Francisco, California.
Learn more about Forvis
Size
50 employees
Industry

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