Managing Director | Tax Transformation

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: 2234029

Position Title:

External Description: Description & Requirements

How you will contribute:

• Manage the delivery of a full-range of services in our Tax Transformation practice
• Exploring through discovery of a clients' current state of tax function efficiency, through interviews with tax executives, tax team members, and general ledger professionals; communicating confidently and curiously.
• Leading with the team to recommend solutions to clients based on information obtained during the Discovery process and their needs.
• Working with multiple tax subject matter and/or industry experts to provide the client with appropriate tax technical and/or industry support on projects, as needed.
• Leading the project management of the discovery phase and data implementation services, including collaboration and management of IT, tax technology, process, and other Forvis Mazars technicians to ensure the highest client service.
• Management of client deliverables, which may include PowerPoint presentations, Visio workflows, functional business requirements, agendas, meeting summaries, and/or client memorandum.
• Applying personal tax technical acumen to each client project, as available; learn and develop new technical knowledge specific to the Tax Transformation practice and the clients we serve, by participating in professional development activities.
• Leading the development of Tax Transformation practice tools, templates, and procedures, utilizing Forvis Mazars resources to the maximum extent
• Develop and help lead the team responsible for ensuring risk management and quality control in client service
• Assist in leadership of staffing, assistance in providing career path opportunities, identification, and development of engagement opportunities, and help determine the strategic direction of the practice
• Demonstrate the ability to think strategically and execute, based on firm focus and future of the tax service line
• Demonstrate company values and alignment with the firm's mission and long-term vision

Business Development and Strategy:

• Work closely with the firm's partners, managing directors, directors, managers, and staff to integrate practice development skills into a team approach to client service and new business development
• Actively participate in direct marketing activities, thought leadership development, and professional organizations
• Create new service offerings for the firm and leverage other team members to lead these areas
• Work with various segments and niche practices of the firm (e.g. risk advisory services, international tax services, transfer pricing, valuation, cost segregation, research taxcredits,SALT, tax controversy, transaction advisory services, etc.) to bring a holistic approach to clients and prospects
• Lead business development and community activities to help identify and research opportunities for new and existing clients
• Develop and manage a book of business to meet goals/objectives
• Communicate confidently with senior client management and their team
• Build key client relationships
• Work with Forvis Mazars leadership to define and execute a growth strategy and a business and succession plan for the practice

Team Development:

• Participate in continuous learning activities and research to improve and develop technical expertise
• Develop internal training to educate firm personnel
• Represent the firm by authoring articles and presenting at seminars and webinars
• Grow the team by recruiting and retaining talent
• Assess technology needs for the practice
• Provide mentorship to the team

We are looking for people who have Forward Vision and:

• Growth motivated to grow the practice with tax transformation services. This includes actively seeking out and participating in networking activities
• Strong project management skills, with the ability to multitask
• Excellent verbal and written communication skills with the ability to present and explain complex information clearly

Minimum Qualifications:

• Bachelor's degree in Accounting or related field
• 12 years or more of related tax transformation and technology experience
• Demonstrated ability to develop and manage a book of business and proven track record in building a profitable practice
• Working knowledge of Microsoft Office suite products, and strong analytical knowledge in Excel
• Excellent attention to detail with the ability to manage multiple projects within restricted timelines
• General understanding/experience of tax cycle and tax workflow within each cycle
• Ability to travel as needed to serve clients

Preferred Qualifications:

• PMO and/or Six Sigma certification
• Master's degree in Accountancy or Taxation
• A broad range of tax knowledge experience, both technical (international, federal, state and local, etc.) and functional (compliance, provision, reserves, etc.)
• Process/technology experience in a tax environment
• Aptitude for process improvement identification and experience with data manipulation and/or tax systems
• Previous experience with a Big Four, National, or Regional CPA firm

#LI-ATL, #LI-OAK, #LI-CLTSP, #LI-HOU, #LI-TYS

#LI-SS1

City: Atlanta

State: Georgia

Community / Marketing Title: Managing Director | Tax Transformation

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.