Forvis Mazars US
Managing Director, Tax - Private Client
Forvis Mazars US, Charlotte, North Carolina, United States, 28245
Overview
Join to apply for the
Managing Director, Tax - Private Client
role at
Forvis Mazars US .
Forvis Mazars Private Client Tax services are designed to provide high-net-worth individuals and families with personalized, strategic guidance that goes beyond traditional tax compliance. Their approach begins with a deep understanding of each client's financial landscape, enabling advisors to tailor tax strategies that align with long-term goals such as wealth preservation, legacy planning, and philanthropic endeavors.
What You Will Do
Provide strategic oversight and leadership in delivering tax advisory and compliance services for individuals, partnerships, and corporations across diverse industries, ensuring regulatory alignment and client value.
Oversee complex tax research and insights, translating technical findings into actionable strategies for clients and firm leadership.
Ensure quality and compliance through high-level review of tax filings and risk management protocols.
Strengthen client relationships by delivering proactive, high-impact tax solutions and positioning the firm as a trusted advisor.
Drive a culture of client service excellence, fostering long-term partnerships and consistent engagement.
Develop and lead high-performing teams, providing mentorship, performance feedback, and career development.
Manage project execution and resource allocation, ensuring timely, efficient, and high-quality service delivery.
Support firm growth through strategic planning, client retention, and targeted business development initiatives.
Expand market presence by representing the firm at industry events and cultivating new opportunities.
Maintain technical leadership through ongoing education, regulatory awareness, and internal knowledge sharing.
Promote thought leadership by authoring publications and leading firm-wide training initiatives.
Minimum Qualifications
Bachelor's Degree in Accounting, Taxation or related field
11+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
Current and valid CPA (Certified Public Accountant) license
Proficiency in Microsoft Office Suite
Ability to work a hybrid schedule, typically averaging three days per week in the assigned office
Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.
Preferred Qualifications
Master's Degree in related field
Seniorities and Job Details
Seniority level: Not Applicable
Employment type: Full-time
Job function: Business Development and Sales
Industries: Professional Services
#J-18808-Ljbffr
Managing Director, Tax - Private Client
role at
Forvis Mazars US .
Forvis Mazars Private Client Tax services are designed to provide high-net-worth individuals and families with personalized, strategic guidance that goes beyond traditional tax compliance. Their approach begins with a deep understanding of each client's financial landscape, enabling advisors to tailor tax strategies that align with long-term goals such as wealth preservation, legacy planning, and philanthropic endeavors.
What You Will Do
Provide strategic oversight and leadership in delivering tax advisory and compliance services for individuals, partnerships, and corporations across diverse industries, ensuring regulatory alignment and client value.
Oversee complex tax research and insights, translating technical findings into actionable strategies for clients and firm leadership.
Ensure quality and compliance through high-level review of tax filings and risk management protocols.
Strengthen client relationships by delivering proactive, high-impact tax solutions and positioning the firm as a trusted advisor.
Drive a culture of client service excellence, fostering long-term partnerships and consistent engagement.
Develop and lead high-performing teams, providing mentorship, performance feedback, and career development.
Manage project execution and resource allocation, ensuring timely, efficient, and high-quality service delivery.
Support firm growth through strategic planning, client retention, and targeted business development initiatives.
Expand market presence by representing the firm at industry events and cultivating new opportunities.
Maintain technical leadership through ongoing education, regulatory awareness, and internal knowledge sharing.
Promote thought leadership by authoring publications and leading firm-wide training initiatives.
Minimum Qualifications
Bachelor's Degree in Accounting, Taxation or related field
11+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
Current and valid CPA (Certified Public Accountant) license
Proficiency in Microsoft Office Suite
Ability to work a hybrid schedule, typically averaging three days per week in the assigned office
Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.
Preferred Qualifications
Master's Degree in related field
Seniorities and Job Details
Seniority level: Not Applicable
Employment type: Full-time
Job function: Business Development and Sales
Industries: Professional Services
#J-18808-Ljbffr