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Job Information

BKD LLP Tax Senior Manager | Private Client in SALT LAKE CITY, Utah

General information

Name Tax - Senior Manager - Private Client

Posting Title Tax Senior Manager | Private Client

Ref # 2232528

Date Published Friday, May 17, 2024

City Salt Lake City

State Utah

Country United States

Job Category Tax

Department Tax

Office Salt Lake City UT

Advertised Location US-UT-Salt Lake City

Working time Full Time

Description and Requirements

FORVIS Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs.

The Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. You will also participate in client development, and team management, and conduct research.

How you will contribute: * Providing tax compliance and tax advisory  services to individuals, closely held flow- through entities, trusts, and  estates with an emphasis on sophisticated tax matters * Helping in developing, building, and  managing client relationships * Assisting in managing, developing, and  coaching professional tax staff * Reviewing returns prepared by tax  associates and seniors * Effectively delegating responsibilities to  others and monitoring efforts of engagement teams and their growth and  development * 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 with Forward Vision and: * Dedication to client service * An ability to maintain functional  expertise and understanding of a client's business or family structure,  which is essential to addressing client concerns and challenges * Excellent supervisory and time management  skills * The ability to exhibit effective  communication and listening skills to enhance problem-solving for our  clients, team, and operational performance

Minimum Qualifications: * 7 - 9 years of related experience in  public accounting, law firm, or trust department * Bachelor's or graduate degree in  accounting, finance, or related field * CPA license * Experience managing staff and multiple  client engagements

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FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

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