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 Get AI-powered advice on this job and more exclusive features. 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. 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.
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
As a highly impactful team member, maintaining functional expertise and understanding of a client's business or family structure is essential to addressing client concerns and challenges
Assisting with managing, developing, and coaching professional tax staff
Reviewing and managing projects prepared by tax associates and seniors
Effectively delegating responsibilities to others and monitoring efforts of engagement teams
Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
We are looking for people who have Forward Vision and:
Dedication to client service
Excellent supervisory and time management skills
Exhibit effective communication and listening skills, enhancing problem-solving and communication for client, team, and operational performance
Built a community of external advisors with which to network
Minimum Qualifications
5 years or more of related experience in public accounting, law firm, or trust department
Bachelor or graduate degree in accounting, finance, or a related field
CPA license or J.D. degree and bar admission
Experience managing multiple client engagements
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 Get notified about new Tax Manager jobs in
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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 Get AI-powered advice on this job and more exclusive features. 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. 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.
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
As a highly impactful team member, maintaining functional expertise and understanding of a client's business or family structure is essential to addressing client concerns and challenges
Assisting with managing, developing, and coaching professional tax staff
Reviewing and managing projects prepared by tax associates and seniors
Effectively delegating responsibilities to others and monitoring efforts of engagement teams
Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
We are looking for people who have Forward Vision and:
Dedication to client service
Excellent supervisory and time management skills
Exhibit effective communication and listening skills, enhancing problem-solving and communication for client, team, and operational performance
Built a community of external advisors with which to network
Minimum Qualifications
5 years or more of related experience in public accounting, law firm, or trust department
Bachelor or graduate degree in accounting, finance, or a related field
CPA license or J.D. degree and bar admission
Experience managing multiple client engagements
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 Get notified about new Tax Manager jobs in
Kansas City, MO . Kansas City, MO $120,000.00-$150,000.00 2 days ago Senior Tax Manager- US Corporate & International Tax
Kansas City Metropolitan Area $130,000.00-$160,000.00 4 days ago Independence, MO $60,000.00-$65,000.00 3 weeks ago Kansas City Metropolitan Area 3 weeks ago Olathe, KS $105,000.00-$150,000.00 1 day ago Financial Reporting Manager - Corporate Accounting & Finance (Kansas City)
Division Finance Manager, US Regional Controller
Lenexa, KS $103,100.00-$160,000.00 4 days ago Kansas City, MO $120,000.00-$180,000.00 1 day ago Manager - Income / Franchise, State and Local Tax
Kansas City, MO $90,000.00-$120,000.00 2 days ago Kansas City, KS $75,000.00-$80,000.00 1 day ago Overland Park, KS $75,000.00-$80,000.00 1 week ago Tax Manager - Tax-Exempt Organizations (NFP)
Kansas City, MO $130,000.00-$140,000.00 2 weeks ago Kansas City, MO $100,000.00-$135,000.00 1 day ago Tax Manager, Asset Management (Remote Option)
Kansas City, KS $75,000.00-$220,000.00 1 day ago Kansas City, KS $120,000.00-$150,000.00 4 hours 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