Forvis Mazars US
Manager, Tax - Private Client
– Forvis Mazars US
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.
What You Will Do
Provide tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations.
Develop, build, and manage client relationships as part of the proposal process.
Participate in networking activities to expand business opportunities and client relationships.
Maintain functional expertise and understanding of a client's business or family structure to address client concerns and challenges.
Assist with managing, developing, and coaching professional tax staff.
Review and manage projects prepared by tax associates and seniors.
Effectively delegate responsibilities and monitor engagement teams' efforts.
Use technology tools in regular assignments and demonstrate commitment to improving work processes through technology.
Research complex tax issues, apply findings to projects, and communicate findings clearly in writing.
Minimum Qualifications
5+ years of related experience in public accounting, law firm, or trust department.
Bachelor's or graduate degree in accounting, finance, or related field.
CPA license or JD degree and bar admission.
Experience managing multiple client engagements.
Preferred Qualifications
Master's degree in Taxation or law degree.
Experience with OneSource tax software.
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– Forvis Mazars US
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.
What You Will Do
Provide tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations.
Develop, build, and manage client relationships as part of the proposal process.
Participate in networking activities to expand business opportunities and client relationships.
Maintain functional expertise and understanding of a client's business or family structure to address client concerns and challenges.
Assist with managing, developing, and coaching professional tax staff.
Review and manage projects prepared by tax associates and seniors.
Effectively delegate responsibilities and monitor engagement teams' efforts.
Use technology tools in regular assignments and demonstrate commitment to improving work processes through technology.
Research complex tax issues, apply findings to projects, and communicate findings clearly in writing.
Minimum Qualifications
5+ years of related experience in public accounting, law firm, or trust department.
Bachelor's or graduate degree in accounting, finance, or related field.
CPA license or JD degree and bar admission.
Experience managing multiple client engagements.
Preferred Qualifications
Master's degree in Taxation or law degree.
Experience with OneSource tax software.
#J-18808-Ljbffr