Director, Tax - Private Client

General information

Name Director, Tax - Private Client Posting Title Director, Tax - Private Client Ref # 2234852 Date Published Friday, April 4, 2025 City Los Angeles State California Country United States Job Category Tax Office Irvine CA (Forvis) Advertised Location US-CA-Irvine, US-CA-Los Angeles Working time Full Time

Description & Requirements

How you will contribute:

• Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations
• Developing, building, and managing client relationships as part of the proposal process
• Participating in networking activities to further expand business opportunities and client relationships
• As a highly impactful team member, maintaining functional expertise and understanding of a client’s business or family structure is essential to addressing client concerns and challenges
• Assisting with managing, developing, and coaching professional tax staff
• Reviewing and managing projects prepared by tax associates and seniors
• Effectively delegating responsibilities to others, monitoring efforts of engagement teams
• 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 who have Forward Vision and:

• Dedication to client service 
• Excellent supervisory and time management skills 
• Exhibit effective communication and listening skills enhancing problem-solving and communication for client, team, and operational performance 
• Built a c