Manager, Tax - Private Client

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 stay 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 Maintaining functional expertise and understanding of a client's business or family structure to address client concerns and challenges Assisting with managing, developing, and coaching professional tax staff Reviewing and managing projects prepared by tax associates and seniors Delegating responsibilities effectively and monitoring engagement team efforts Using technology tools proficiently and demonstrating a commitment to improving work processes Researching complex tax issues, applying findings to projects, and communicating those findings clearly in writing What We Are Looking For Dedication to client service Excellent supervisory and time management skills Effective communication and listening skills to enhance problem-solving and operational performance Building a community of external advisors for networking Minimum Qualifications 5+ years of related experience in public accounting, law firm, or trust department Bachelor’s or graduate degree in accounting, finance, or a related field CPA license or J.D. degree and bar admission Experience managing multiple client engagements Additional Details

Seniority level: Not Applicable Employment type: Full-time Job function: Accounting/Auditing and Finance Industries: Professional Services

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