Senior Consultant, Tax Client & Operations
Description
Assist tax department leadership with day-to-day operations of the Tax practice, including engagement letter workflows, operational governance, and process accountability across the tax lifecycle.
Determine and manage the Tax operational cycle calendar to ensure continuity, scalability, and consistent delivery.
Drive proactive operational discipline and continuous improvement to reduce administrative burden and increase efficiency.
Collaboratively manage end-to-end project management for Tax engagements and initiatives, from intake and scheduling through execution, delivery, and close-out.
Establish and manage project plans, milestones, dependencies, and ownership across multiple concurrent engagements.
Proactively identify risks, bottlenecks, scope creep, and underperforming engagements; support Engagement Executives with recommended corrective actions and escalate as needed.
Deliver a high-touch, white-glove client experience for sophisticated, high-impact clients, including families, family offices, and high-net-worth individuals.
Manage client expectations through structured communication, timelines, and follow-ups, clearly distinguishing operational support from technical tax advice.
Plan, schedule, and facilitate client meetings and interactions, ensuring effective agendas, materials, and follow-through.
Collaborate with tax team by executing information gathering processes for tax compliance, quarterly tax estimates and consulting projects with technology systems such as Tax Caddy to support efficient, high-quality delivery.
Balance client schedules, internal capacity, and risk considerations to communicate delivery timelines effectively.
Aid in billing activities, including draft invoice preparation, analysis, and billing-related coordination.
Support alternative billing initiatives and identify expanded client billing opportunities in partnership with Relationship and Engagement Executives.
Prepare and maintain engagement letters and powers of attorney, ensuring accuracy, compliance, and timely execution.
Maintain accurate client records and engagement documentation across firm systems.
Monitor relevant client, industry, and regulatory developments and share insights to support proactive client service.
Requirements
- Bachelor's degree or higher required
- 2 years of professional client-facing experience required
- Excellent Microsoft Office skills (Excel, Word, Outlook, PowerPoint)
Preferred Qualifications
- Previous experience working in financial services, wealth management, financial planning, accounting, tax services or banking
- Project Management certification is a plus
About
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.
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