General information Name Tax Director Private Client Posting Title Tax Leader | Private Client Ref # 2232285 Date Published Thursday, April 11, 2024 City Charlotte State North Carolina Country United States Job Category Tax Office Charlotte NC Advertised Location US NC Charlotte, US NC Charlotte Working time Full Time Description & Requirements FORVIS' Private Client tax

Prepare and review federal, state, and local tax returns for the company and its subsidiaries Ensure compliance with tax laws and regulations, including researching and interpreting tax laws Assist in the management and monitoring of intercompany transfer pricing policy, including analysis of transactions, maintenance of transfer pricing documentation and managing advisor

Serve as primary first contact for current and prospective 49er Club members via phone and email communication. Carry a small portfolio of transactional annual giving donors with the goal to develop. relationships and move them through the donor pipeline. Assist in the identification and research of potential donor prospects. Assist with management of the benefit fulfillm

Assist with federal, state, and international income tax planning projects Research and resolve notices received from various taxing jurisdictions Coordinate with and gather information requested for income tax audits Prepare various year end tax calculations and support for annual tax provision Assist with monthly tax projections and perform corporate tax account reconci

Hybrid This position may be eligible for a hybrid work arrangement that may include a partially remote work location, consistent with System Office policy. UNC Chapel Hill employees are generally required to reside within a reasonable commuting distance of their assigned duty station. The ideal candidate for this role will have strong payroll tax compliance experience so

Category PROFESSIONAL/MNGMNT Position Sub Category PROFESSIONAL/MNGMNT Position Type Full Time (40 hours/week) Employment Type Employee Exempt/NonExempt Exempt FTE 1.00 Workforce Status Onsite Work Hours 40.00 Provider Schedule (specific schedule) M F On call Required No Sub Category Professional/Management Overview Provides service oriented, innovative and cost effective

Performs a variety of financial duties including planning, analysis, budgeting, and reporting. Retrieves, analyzes, and reports financial information and models. Essential Functions Reviewing and analyzing financial statements and reports. Tracking KPIs and preparing financial reports. Assisting with budgeting and monthly close processes. Analyzing financial reports and b