General information
Name
Manager, Tax
Posting Title
Manager, Tax - Private Client
Ref #
2235219
Date Published
Tuesday, July 15, 2025
City
Chestnut Hill
State
Massachusetts
Country
United States
Job Category
Tax
Office
Boston MA (MUSA)
Advertised Location
US-MA-Boston, US-MA-Boston
Working time
Full Time
Description & Requirements
Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth. The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Manager participates in client development and team management and conducts research to be current as a subject matter expert.
How you will contribute:
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
As a highly impactful team member, maintaining functional expertise and understanding of a client's business or family structure is essential to addressing 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
We are looking for people who have Forward Vision and:
Dedication to client service
Excellent supervisory and time management skills
Exhibit effective communication and listening skills, enhancing problem-solving and communication for client, team, and operational performance
Built a community of external advisors with which to network
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
#LI-BREW
#LI-JB2