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 help clients grow, preserve, and protect their wealth.

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, apply insights to client engagements, and communicate findings clearly through well-structured written reports. Proficiency in Microsoft Office Suite. Flexibility to travel for client engagements and internal meetings.

Benefits

Forvis Mazars offers a robust total rewards program and flexible work environment, reflecting the firm's commitment to people, careers, and well-being. This includes an Unmatched Client Experience®, a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

Pay

Compensation is competitive and commensurate with experience.

Schedule

Flexible work schedule to accommodate client engagements and internal meetings.

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, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.