Forvis Mazars US
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Manager, Tax - Private Client
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Forvis Mazars US 2 days ago Be among the first 25 applicants Join to apply for the
Manager, Tax - Private Client
role at
Forvis Mazars US 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! 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 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
Experience with CCH Axcess
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 2 days ago Be among the first 25 applicants Join to apply for the
Manager, Tax - Private Client
role at
Forvis Mazars US 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! 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 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
Experience with CCH Axcess
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.
Memphis, TN $40,000.00-$60,000.00 1 week ago Staff Accountant With A National Company
Memphis, TN $55,000.00-$60,000.00 6 days ago Memphis, TN $55,000.00-$60,000.00 2 weeks ago Memphis, TN $60,000.00-$85,000.00 1 week ago Memphis, TN $60,000.00-$70,000.00 1 day ago Memphis Metropolitan Area $55,000.00-$65,000.00 3 weeks ago Memphis, TN $140,000.00-$160,000.00 4 days ago Memphis Metropolitan Area $100,000.00-$140,000.00 1 day ago Bartlett, TN $75,000.00-$110,000.00 2 weeks ago Memphis, TN $70,000.00-$85,000.00 13 hours ago Accounts Receivable Specialist/ Cash Apps
Accountant - Operational Finance (Self Performed Operations)-Louisiana
Memphis, TN $50,399.00-$62,998.00 2 weeks ago Memphis, TN $50,000.00-$55,000.00 2 days ago Memphis, TN $75,000.00-$85,000.00 3 weeks ago Advisory | Accounting | Audit | Tax | Payroll
Memphis, TN $90,000.00-$110,000.00 4 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