Forvis Mazars US
Manager, Tax - Private Client
Forvis Mazars US, Charlotte, North Carolina, United States, 28245
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Manager, Tax - Private Client
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Manager, Tax - Private Client
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Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Description & Requirements
Description & Requirements
As a Tax Manager at Forvis Mazars, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses and industries. If relationships are important to you, and you identify with the People First culture at Forvis Mazars, we would like to hear from you!
How You Will Contribute:
Manage a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies and small business clientele
Act as technical reviewer of all individuals, estate, gift, and trust tax returns and tax research projects prepared by associates and seniors in a high volume, fast paced environment
Supervise tax associates and seniors including participation in their training and growth.
Prepare advanced estate planning projects for unique client situations
Manage the workflow, including proper delegation to staff according to their experience, and coordination with senior managers and partners on all phases of the engagement
Proactive effort to develop new business with both current and prospective clients
Delegate work to staff according to their experience and capabilities in conformance with the planning documents described above
Provide overall leadership, supervision, training, and performance feedback to staff
Review the tax working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the engagement letter
Review trust documents and prepare a trust summary document to assist with trust administration
We are looking for people who have Forward Vision and:
Experience managing multiple client engagements
A keen sense of ownership for delivering ultra-responsive Client Service
Excellent supervisory, team building, and time management skills
Minimum Qualifications:
5 years or more of public accounting experience
3 years or more of servicing high net worth clients, with complex investments and succession planning strategies
CPA license
Bachelor's degree in Accounting or related field
Preferred Qualifications:
Master's degree in Taxation or Law degree
Experience with CCH Axcess
Minimum Qualifications:
5 years or more of relevant progressive experience in public accounting tax including technical tax consulting and research
Bachelor's degree in accounting, finance, or a related field
CPA license
Preferred Qualifications:
Master's degree in Taxation or Law degree
Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Industries Professional Services Referrals increase your chances of interviewing at Forvis Mazars US by 2x Sign in to set job alerts for “Tax Manager” roles.
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Manager, Tax - Private Client
role at
Forvis Mazars US Continue with Google Continue with Google 1 week ago Be among the first 25 applicants Join to apply for the
Manager, Tax - Private Client
role at
Forvis Mazars US Get AI-powered advice on this job and more exclusive features. Sign in to access AI-powered advices
Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Description & Requirements
Description & Requirements
As a Tax Manager at Forvis Mazars, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses and industries. If relationships are important to you, and you identify with the People First culture at Forvis Mazars, we would like to hear from you!
How You Will Contribute:
Manage a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies and small business clientele
Act as technical reviewer of all individuals, estate, gift, and trust tax returns and tax research projects prepared by associates and seniors in a high volume, fast paced environment
Supervise tax associates and seniors including participation in their training and growth.
Prepare advanced estate planning projects for unique client situations
Manage the workflow, including proper delegation to staff according to their experience, and coordination with senior managers and partners on all phases of the engagement
Proactive effort to develop new business with both current and prospective clients
Delegate work to staff according to their experience and capabilities in conformance with the planning documents described above
Provide overall leadership, supervision, training, and performance feedback to staff
Review the tax working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the engagement letter
Review trust documents and prepare a trust summary document to assist with trust administration
We are looking for people who have Forward Vision and:
Experience managing multiple client engagements
A keen sense of ownership for delivering ultra-responsive Client Service
Excellent supervisory, team building, and time management skills
Minimum Qualifications:
5 years or more of public accounting experience
3 years or more of servicing high net worth clients, with complex investments and succession planning strategies
CPA license
Bachelor's degree in Accounting or related field
Preferred Qualifications:
Master's degree in Taxation or Law degree
Experience with CCH Axcess
Minimum Qualifications:
5 years or more of relevant progressive experience in public accounting tax including technical tax consulting and research
Bachelor's degree in accounting, finance, or a related field
CPA license
Preferred Qualifications:
Master's degree in Taxation or Law degree
Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Accounting/Auditing and Finance Industries Professional Services Referrals increase your chances of interviewing at Forvis Mazars US by 2x Sign in to set job alerts for “Tax Manager” roles.
Continue with Google Continue with Google Continue with Google Continue with Google Fort Mill, SC $111,120 - $152,790 2 weeks ago Charlotte, NC $120,000 - $150,000 1 day ago Senior Tax Manager/Tax Director of Income & Franchise/Senior SALT Director
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Charlotte, NC $100,000.00 - $140,000.00 1 week ago Charlotte, NC $130,000.00 - $195,000.00 1 week ago Charlotte, NC $100,000.00 - $160,000.00 1 week ago Charlotte, NC $160,000.00 - $180,000.00 3 weeks ago Charlotte, NC $80,000.00 - $120,000.00 1 week ago Charlotte, NC $80,000 - $100,000 1 day ago Charlotte, NC $125,000 - $165,000 1 day ago Mooresville, NC $59,800 - $99,900 2 weeks ago Charlotte, NC $100,000 - $150,000 2 weeks ago Charlotte, NC $110,000 - $160,000 2 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr