Forvis

Manager, Tax - Large Corp - 2236892

Forvis$90K — $130K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting, Taxation, or related field
  • 5+ years of progressive tax experience in public accounting or a mix with corporate tax
  • Active CPA License
  • Proficient in Microsoft Office Suite
  • Willingness to travel for client engagements and meetings.

Responsibilities

  • Manage tax compliance and advisory services for individuals, partnerships, and corporations
  • Conduct thorough research on complex tax issues and present findings in structured reports
  • Review tax returns prepared by staff for compliance and accuracy
  • Engage with senior client stakeholders to identify tax issues and provide solutions
  • Drive exceptional client service through high responsiveness and quality standards
  • Support client retention by contributing to strategic planning and business development
  • Mentor and manage tax professionals, promoting team collaboration and development
  • Oversee resources and project workflows for timely delivery of engagements
  • Maintain technical expertise and compliance through Continuous Professional Education (CPE)
  • Contribute to thought leadership by writing technical publications and leading training sessions
  • Represent the firm at industry events for brand visibility and business opportunities.

Benefits

  • Ongoing Continuing Professional Education (CPE) opportunities
  • Career development support and mentorship
  • Exposure to diverse industries and complex tax issues
  • Engagement in business development and client acquisition
  • Opportunities for thought leadership and representation at industry forums.
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:

  • Manage 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
  • Engage proactively with senior client stakeholders to identify tax issues, offer insights, and implement practical solutions
  • Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success
  • Support client growth and retention through strategic planning and business development
  • Contribute to business development by helping with proposals, showcasing firm value, and supporting client acquisition
  • Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team
  • Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements
  • Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes
  • Contribute to thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities
  • Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities
Minimum Qualifications:

  • Bachelor's Degree in Accounting, Taxation or related field
  • 5+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
  • CPA 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

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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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