General information

Name Tax - Director - Insurance

Posting Title Tax Director - Insurance

Ref # 2233986

Date Published Wednesday, October 30, 2024

City Fort Washington

State Pennsylvania

Country United States

Job Category Tax

Office Philadelphia PA (MUSA)

Advertised Location US-PA-Fort Washington

Working time Full Time

Description & Requirements

As a Tax Director at Forvis Mazars, you value working closely with others to plan and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their business and industries.

If relationships are important to you, and you identify with the People First culture at Forvis Mazars, we would like to hear from you!

How you will contribute:

Providing tax compliance and tax advisory services to individuals, partnerships, S corporations, and corporations in a variety of industries Helping to develop, build and manage client relationships Assisting with managing, developing, and coaching professional tax staff Reviewing returns prepared by tax associates and seniors Effectively delegating responsibilities to others, monitoring efforts of engagement teams Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing Having frequent contact with client personnel at top levels and being able to consistently sell additional services to them Having a disciplined approach that is successful in attracting new clients and developing referral sources

We are looking for people who have Forward Vision and:

Experience managing multiple client engagements Excellent client relationship and time management skills Attention to detail without losing sight of the big picture Excellent supervisory and time management skills Ability to work efficiently under pressure and against client deadlines High-level analytical and reasoning skills

Minimum Qualifications:

9 years or more in public accounting or corporate tax department Bachelor's degree in Accounting, Finance, or related field CPA license

Preferred Qualifications:

Master's degree in Taxation or Law degree Partnership tax experience

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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.