Forvis Mazars US
Managing Director, Tax - Private Client
Forvis Mazars US, Port Reading, New Jersey, us, 07064
Managing Director, Tax - Private Client
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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 Managing Director 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, wealth retention strategies, as well as charitable entities managed by ultra‑high net worth clients. The Managing Director participates in client development, team management, and conducts research to remain a subject‑matter expert.
What You Will Do
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
Effectively delegating responsibilities to others and monitoring engagement team efforts
Using technology tools in regular assignments and demonstrating a commitment to improving work processes through technology
Researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
Minimum Qualifications
11 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
Preferred Qualifications
Master's degree in Taxation or Law degree
Experience with OneSource tax software
New York City Pay Transparency Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit‑sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
NY Minimum Salary (USD): $215,300 NY Maximum Salary (USD): $364,320
New Jersey Wage Transparency Pursuant to New Jersey's Pay Transparency Law, the salary range displayed is for the New Jersey market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non‑exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility‑based and could include group health plan benefits, 401(K), profit‑sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
NJ Minimum Salary (USD): $215,300 NJ Maximum Salary (USD): $364,320
Seniority level Not Applicable
Employment type Full‑time
Job function Business Development and Sales
Industries Professional Services
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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 Managing Director 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, wealth retention strategies, as well as charitable entities managed by ultra‑high net worth clients. The Managing Director participates in client development, team management, and conducts research to remain a subject‑matter expert.
What You Will Do
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
Effectively delegating responsibilities to others and monitoring engagement team efforts
Using technology tools in regular assignments and demonstrating a commitment to improving work processes through technology
Researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
Minimum Qualifications
11 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
Preferred Qualifications
Master's degree in Taxation or Law degree
Experience with OneSource tax software
New York City Pay Transparency Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit‑sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
NY Minimum Salary (USD): $215,300 NY Maximum Salary (USD): $364,320
New Jersey Wage Transparency Pursuant to New Jersey's Pay Transparency Law, the salary range displayed is for the New Jersey market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non‑exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility‑based and could include group health plan benefits, 401(K), profit‑sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
NJ Minimum Salary (USD): $215,300 NJ Maximum Salary (USD): $364,320
Seniority level Not Applicable
Employment type Full‑time
Job function Business Development and Sales
Industries Professional Services
#J-18808-Ljbffr