Tax Senior Associate - Asset Management, Forvis, Vienna, VA
Forvis -
Vienna, VA,
US
Tax Senior Associate - Asset Management
Date Posted: 2024-06-01
Job description
Description & Requirements
As a FORVIS Tax Senior, you will have the opportunity to lead and develop a team in tax, while also providing an unmatched client experience. If you have experience with tax advisory services, tax compliance, and tax provision to a diversified client base, this is the position for you!
How you will contribute:
We are looking for people with Forward Vision and:
Minimum Qualifications:
Preferred Qualifications:
#LI-TYS
#LI-CW1
As a FORVIS Tax Senior, you will have the opportunity to lead and develop a team in tax, while also providing an unmatched client experience. If you have experience with tax advisory services, tax compliance, and tax provision to a diversified client base, this is the position for you!
How you will contribute:
- Provide tax compliance and advisory services to clients in the investment management industry including, but not limited to: hedge funds, private equity funds, and energy funds
- Help develop, build, and manage client relationships
- Assist in managing, developing, and coaching professional tax personnel
- Review returns prepared by tax staff
- Effectively delegate responsibilities, monitoring efforts of engagement teams
- Research complex tax issues, apply findings to projects, and clearly communicate those findings in writing to the client
- Maintain frequent communication with client management/personnel and consistently sell additional services provided by the firm
- Have a disciplined approach that is reasonably successful in attracting new clients and developing referral sources
We are looking for people with Forward Vision and:
- Extensive technical tax and accounting knowledge
- High-level analytical and reasoning skills
- Ability to work efficiently under pressure and against client deadlines
- Effective verbal and written communication skills
- Attention to detail without losing sight of the big picture
- Experience managing multiple client engagements
- Excellent client relationship and time management skills
Minimum Qualifications:
- Bachelor's degree in accounting, finance, or a related field from an accredited college/university
- 1-5 years of relevant tax experience providing tax compliance and advisory services in public accounting or with a professional services or consulting firm
- CPA License
Preferred Qualifications:
- Experience providing tax compliance and advisory services within the investment management industry (i.e. hedge funds, private equity funds, energy funds, real estate funds, fund of funds)
- Partnership taxation
- Proficiency with MS Office suite- Word, Excel, and PowerPoint
#LI-TYS
#LI-CW1