Forvis

Senior Manager, Tax - 2236813

Forvis$134K — $227K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting, Taxation, or related field
  • 7+ years of progressive tax experience in public accounting or a mix of corporate tax and public accounting
  • Current CPA license
  • Proficiency in Microsoft Office Suite
  • Flexibility to travel for client engagements and meetings

Responsibilities

  • Manage tax compliance and advisory services for individuals, partnerships, and corporations
  • Conduct in-depth research on complex tax matters and communicate findings in structured reports
  • Review tax return preparations for accuracy and compliance with regulations
  • Engage with senior client stakeholders to identify issues and implement solutions
  • Drive client service excellence by fostering long-term relationships
  • Support client growth and retention through strategic planning and business development
  • Contribute to business development through proposals and client acquisition
  • Mentor and manage tax professionals for team development
  • Manage resources and project workflows to ensure timely delivery of engagements
  • Maintain technical expertise via ongoing Continuing Professional Education (CPE)
  • Contribute to thought leadership by authoring publications and training sessions
  • Represent the firm at industry events to enhance visibility and cultivate opportunities

Benefits

  • Ongoing professional development and Continuing Professional Education (CPE) opportunities
  • Mentorship and career development support
  • Opportunities for networking and representing the firm at industry events
  • Collaborative and high-performing team environment
  • Flexibility with travel for client engagements and internal meetings
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
  • 7+ 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

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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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