Manager, Tax - Private Client

2 weeks ago Be among the first 25 applicants 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. Responsibilities include: Providing tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations Developing, building, and managing client relationships during the proposal process Engaging in networking activities to expand business opportunities Maintaining expertise and understanding of clients' business or family structures to address concerns Managing, developing, and coaching professional tax staff Reviewing and overseeing projects prepared by tax associates and seniors Delegating responsibilities and monitoring engagement efforts Using technology tools effectively and seeking process improvements Researching complex tax issues and communicating findings clearly Ideal candidates demonstrate: Dedication to client service Strong supervisory and time management skills Effective communication and listening abilities Networking with external advisors Minimum qualifications: 5+ years of experience in public accounting, law firms, or trust departments Bachelor's or graduate degree in accounting, finance, or related field CPA license or J.D. degree with 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 This job posting is active and not expired.

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