Practice Management Lead - 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: 2233259

Position Title:

External Description: Description & Requirements

As a Practice Management Lead, you will be primarily responsible for supporting the STAR Practice Management system in the Firm's Accounting department. You will assist with user support and data/report requests from Firm partners and employees by delivering reliable, high-quality email and phone support, data analytics, and custom reporting from the STAR Practice Management system.

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:

• Monitor daily for data integrity opportunities by executing existing and new SQL exception queries
• Oversee daily activities of the PM Support inbox, monitor end user requests ensuring consistent data integrity guidelines are followed and communicated to users, and are of a nature consistent with the Firm's policies, procedures, and culture
• Weekly collect and review timesheets and expense entries and file expense receipts timely
• Daily/Weekly/Monthly monitor for employee FTO usage
• Demonstrate the highest degree of professional standards and strict confidentiality in matters that require discretion
• Provide training to Practice Data Specialist Is and IIs to facilitate career development
• Assign/monitor work to Practice Data Specialist Is and IIs as necessary on behalf of the Practice Management Manager
• Complete special projects as assigned

We are looking for people who have Forward Vision and:

• Attention to detail and strong organizational skills while working under deadlines
• Prompt, reliable, and dependable
• Pleasant and approachable demeanor with ability to handle interruptions
• Willingness to cross train and work as part of a team
• Meticulous attention to detail
• Strong communication skills
• The ability to prioritize and consistently meet deadlines in a fast-paced, sometimes stressful, environment
• A team player with strong problem-solving and resolution ability who is committed to implementing a high standard of quality control
• Solid professional demeanor and proven organizational skills

Minimum Qualifications:

• High school diploma or equivalent required, associate degree or higher preferred
• 3 years or more of experience in a similar role
• Expert-level proficiency in Microsoft Word, Excel (Functionality, formulas),Outlook, PowerPoint,and Adobe
• Ability to learn and apply accounting reporting principles is desired

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#LI-SS1

City: Atlanta

State: Georgia

Community / Marketing Title: Practice Management Lead - Tax Specialty

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.