Director, Tax - Private Client

Description

The Private Client Tax Director at Forvis Mazars provides sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. They partner with financial planners, Wealth Strategists, and Innovation teams to offer comprehensive wealth management solutions.

Requirements

• 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
• Flexibility to travel for client engagements and internal meetings

Preferred Qualifications

• Master's Degree in related field

Skills

Significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. Ability to conduct in-depth research on complex tax matters, communicate findings clearly, and deliver actionable insights to clients.

Benefits

Robust total rewards program and flexible work environment. Commitment to people, careers, and well-being. Opportunities for career growth and advancement through ongoing Continuing Professional Education (CPE).

Pay

Competitive compensation package based on experience and qualifications.

Schedule

Flexible schedule to accommodate client engagements and internal meetings.

Qualifications

Experience in public accounting, corporate tax, or a combination of both. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Leadership and mentoring abilities. Ability to manage multiple projects and meet deadlines.

Benefits

Unmatched Client Experience®. Flexible work environment. Commitment to people, careers, and well-being. Opportunities for career growth and advancement through ongoing Continuing Professional Education (CPE). Comprehensive benefits package including health insurance, retirement plans, and paid time off.