Atlanta, Georgia, USA
101 days ago
Washington National Tax Office Leader | Private Client

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. 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.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2232420

Position Title:

External Description: Description & Requirements

Forvis Mazars Washington National Tax Office (WNTO) exists to unlock the full potential of the Forvis Mazars tax practice and the clients they serve. We do this through thoughtful collaboration and an uncommon commitment to technical excellence which allows us to provide unique insights on tax issues, develop innovative forward-thinking solutions to address complex tax needs, and build intentional relationships within the tax community.

As a member of the Forvis Mazars Washington National Tax Office (WNTO), you will have the opportunity to be a national thought leader. Members of WNTO have a deep understanding of their tax focus areas and proactively follow evolving legislation, guidance, and case law. Working in collaboration with other members of the WNTO, and the broader Forvis Mazars team, they use this understanding to translate complex tax issues into meaningful communications, develop value-added service offering models, provide innovative insights, support strategic tax planning for key Forvis Mazars clients, and build the Forvis Mazars brand as a thought leader through educational presentations and networking.

Forvis Mazars WNTO is currently seeking an individual with deep knowledge and demonstrated experience in areas of taxation impacting high-net-worth individuals.

If you can demonstrate an uncommon commitment to tax technical excellence, possess a practical ability to apply relevant tax authority to real-world situations, enjoy collaborative problem-solving, and have a passion for serving others through education and relationship building, then this is the position for you!

How you will contribute:

Providing insights and analysis on evolving legislation, guidance, and case law to the Forvis Mazars team and their clients Building the Forvis Mazars network of key relationships within the tax community Providing existing channels with relevant information they can communicate to legislators and those tasked with governance to be adequately informed regarding tax policy issues and the practical considerations of implementation that impact Forvis Mazars and our clients Identifying opportunities for new service offerings or innovation of existing services Developing and deploying service model platforms, strategies, and solutions based on judicial or legislative developments Driving creation and spin-up of new national tax service lines in collaboration with the rest of the Tax Specialty team Growing the Forvis Mazars brand as a thought leader in tax through publishing, presenting, and other market-facing opportunities Supporting Forvis Mazars tax professionals as an active member of the tax strategy team on certain proposals and key clients Completing engagements for complex, high-value specialty work
We are looking for people who have Forward Vision and:

Strong critical thinking and reasoning skills Extensive knowledge and experience in areas of tax impacting high net-worth individuals, including but not limited to taxation of trusts and estates Uncommon ability to efficiently read, digest, and insightfully apply complex and evolving tax authority to real-world facts and circumstances An aptitude for identifying, developing, and deploying sound tax strategies and solutions to complex challenges Excellent verbal and written communication skills, including the ability to adapt, be responsive, and provide an unmatched client experience Continuous learning and a commitment to excellence Passion for serving and developing others
Minimum Qualifications:

Bachelor's or Master's degree in Accounting or Taxation or Juris Doctor 10 years or more of tax experiencewith a large accounting firm, law firm, or relevant tax policy-making entity
Preferred Qualifications:

CPA license and/or J.D. / L.L.M 4 years or more of tax experience focused on taxation of high-net-worth individuals, estates, and trusts Published author and presenter on taxation of individuals, estates, and trusts
#LI-ATL, #LI-OAK, #LI-IND, #LI-KCMO, #LI-CLTSP, #LI-NASH, #LI-HOU, #LI-TYS

#LI-BM #LI-SS1

Los Angeles County and City Fair Chance Ordinance", Forvis Mazars will consider for employment all qualified applicants, including those with criminal histories and conviction records, in a manner consistent with the requirements of applicable state and local laws, including but not limited to the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the LA County Fair Chance Ordinance, and the California Fair Chance Act."

City: Atlanta

State: Georgia

Community / Marketing Title: Washington National Tax Office Leader | Private Client

Location_formattedLocationLong: Atlanta, Georgia US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, 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, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.

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