Manager, Tax - Private Client

Description & Requirements

The Private Client Tax Manager at Forvis Mazars provides tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. They partner with financial planners, Wealth Strategists, and Innovation teams to offer comprehensive wealth management solutions. The role involves developing and managing client relationships, conducting research to stay updated on tax strategies, and assisting in managing and coaching professional tax staff.

• Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations
• Developing, building, and managing client relationships as part of the proposal process
• Participating in networking activities to further expand business opportunities and client relationships
• Maintaining functional expertise and understanding of a client's business or family structure to address client concerns and challenges
• Assisting with managing, developing, and coaching professional tax staff
• Reviewing and managing projects prepared by tax associates and seniors
• Effectively delegating responsibilities to others and monitoring efforts of engagement teams
• Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
• Successfully researching complex tax issues, applying findings to projects, and clearly communicating 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

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. With a legacy spanning more than 100 years, we're committed to delivering an Unmatched Client Experience® while fostering a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

• A robust total rewards program
• A flexible work environment

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.