Consulting Support Manager - Tax Specialty

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: 2233262

Position Title:

External Description: Description & Requirements

As a Consulting Support Manager, you will be responsible for overseeing the Consulting Support Specialist I/IIs in providing assistance to practice unit employees and partners of Forvis Mazars by assisting in various administrative and operational tasks. This is a highly detailed position that requires strong adherence to quality control standards. A positive attitude and the ability to work in a team environment as well as independently is a must. Requirements of this position include the ability to interact with staff (at all levels) in a fast-paced environment, sometimes under pressure, while remaining flexible, proactive, resourceful, and efficient, with a high level of professionalism. Confidentiality is crucial to this role, and the candidate must be able to maintain and protect confidential matters.

How you will contribute:

• Collaborate with MP, SLLs, and firm quality resources to ensure firm policy is followed in client file maintenance and workpaper retention across various practice areas.
• Develop and demonstrate understanding in firm client acceptance, conflict check, and contracting systems and process to help initiate opportunities and monitor progress.
• Participate in gathering data and performing analysis for use in the practice unit's annual financial budget, individual hours budgets, and staffing forecasts
• Review expense reports, considering the appropriateness of expenditures, addressing any concerns or discrepancies in accordance with relevant policies.
• Collaborate with Consulting region and national resources in accounting and finance for the accounts payable process, including vendor contracting, credit card purchases, and consistent review and approval of invoices.
• Collaborate with Consulting region and national resources in Learning and Development and Meetings and Events to help organize and execute internal practice unit meetings, internal training/continuing education, and other events as needed.
• Collaborate with Consulting region and national resources in HR to help support and monitor certain performance management initiatives and employee engagement initiatives.
• Collaborate with Consulting region and national resources in Marketing to help organize internal communications, newsletter, internal market meetings, solution sheets, proposals, and other events regarding internal referrals. Develop understanding and generate reporting from client relationship management platform.
• Manage operational projects for the MP, participating in setting the objectives of the project and exercising judgment in determining methods for project completion
• Recommend and initiate opportunities for operational improvements, cost reductions, and system enhancements, developing or modifying administrative policies and processes as needed to achieve strategic and tactical objectives
• Occasionally perform and back-up other team members primarily responsible for managing these systems during peak seasons or help cover during PTO.
• Generate thoughtful analysis using this firm data to help monitor and analyze data at multiple levels (including practice unit, market, subservice line, and executive) with regards revenue, realization, working capital, utilization/productivity, and profitability trends.
• Develop and demonstrate expertise in firm time management, client set-up/maintenance, billing/collection, resource management, and financial reporting systems and process.
• Collaborate with Managing Partner (MP), Service Line Leaders (SLLs), and other executives to enhance operational processes and embrace change initiatives

We are looking for people who have Forward Vision and:

• Ability to interact diplomatically with individuals and teams of diverse backgrounds (interns/staff to partners/owners)
• Ability to quickly learn firm policies, procedures, infrastructure and service lines
• Ability to maintain a high level of confidentiality and handle sensitive information
• Ability to work on multiple concurrent tasks with regular interruptions
• Strong project management, decision-making, writing and oral communication skills
• Ability to operate independently
• Must have well-developed management, organizational, and administrative skills

Minimum Qualifications:

• Proficiency with Microsoft Market Suite
• 3 years or more of experience in a similar role
• Associates Degree, Bachelors degree preferred

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City: Charlotte

State: North Carolina

Community / Marketing Title: Consulting Support Manager - Tax Specialty

Location_formattedLocationLong: Charlotte, North Carolina 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.