Manager, Tax - Private Client

Description & Requirements

The Private Client Tax Manager at Forvis Mazars provides tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations. They also develop, build, and manage client relationships as part of the proposal process, participate in networking activities, and assist with managing, developing, and coaching professional tax staff.

• Participate in client development and team management
• Conduct research to stay current as a subject matter expert
• Maintain functional expertise and understanding of a client's business or family structure
• Assist with managing, developing, and coaching professional tax staff
• Review and manage projects prepared by tax associates and seniors
• Effectively delegate responsibilities to others and monitor efforts of engagement teams
• Proficiently use technology tools in regular assignments and demonstrate a commitment to improving work processes through the use of technology
• Successfully research complex tax issues, apply findings to projects, and clearly communicate those findings in writing

Minimum Qualifications

• 5 years or more of related experience in public accounting, law firm, or trust department
• Bachelor or graduate degree in accounting, finance, or a related field
• CPA license or J.D. degree and bar admission
• Experience managing multiple client engagements

Preferred Qualifications

• Master's degree in Taxation or Law degree
• Experience with OneSource tax software