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General information

Name
Director, Tax
Posting Title
Director, Tax
Ref #
2235602
Date Published
Thursday, August 14, 2025
City
Cincinnati
State
Ohio
Country
United States
Job Category
Tax
Office
Cincinnati OH (Forvis)
Advertised Location
US-OH-Cincinnati
Working time
Full Time

Description & Requirements

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. 

What You Will Do: 
  • Lead the planning and execution of 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. 
  • Build strong client relationships by identifying tax issues, delivering actionable insights, and offering strategic solutions. 
  • Champion client service excellence, acting as a trusted advisor and fostering long-term partnerships. 
  • Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team. 
  • Delegate and oversee project tasks, ensuring timely and successful engagement delivery. 
  • Optimize resource allocation and resolve scheduling conflicts to maintain workflow efficiency. 
  • Drive business growth through strategic planning, client retention, and proactive business development. 
  • Expand firm visibility and opportunities by representing the firm at industry events and networking forums. 
  • Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes. 
  • Drive thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities. 

Minimum Qualifications: 
  • Bachelor's Degree in Accounting, Taxation or related field 
  • 9+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting 
  • Current and valid CPA (Certified Public Accountant) license 
  • Proficiency in Microsoft Office Suite 
  • Ability to work a hybrid schedule, typically averaging three days per week in the assigned office 
  • Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. 

Preferred Qualifications: 
  • Master’s Degree in related field
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