Manager, Tax

FORVIS, LLP•Orlando, FL

39d

About The Position

The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support through change, growth, and opportunity.

Requirements

Bachelor's Degree in Accounting, Taxation or related field
5+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
CPA License
Proficiency in Microsoft Office Suite
Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.

Nice To Haves

Master's Degree in related field

Responsibilities

Manage tax compliance and advisory services for individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports
Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards
Engage proactively with senior client stakeholders to identify tax issues, offer insights, and implement practical solutions
Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success
Support client growth and retention through strategic planning and business development
Contribute to business development by helping with proposals, showcasing firm value, and supporting client acquisition
Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team
Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements
Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes
Contribute to thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities
Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities