Forvis Mazars US
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Director, Tax - Private Client
role at
Forvis Mazars US
3 days 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 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, and wealth retention strategies as well as charitable entities managed by ultra‑high net worth clients. The Private Client Tax Director participates in client development and team management and conducts research to be current as 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
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
Total Rewards Package
Market competitive salary
Individual and Company Performance Based Bonus
Multiple promotion cycles offered per fiscal year
Market competitive benefits package
Hybrid work schedule
Minimum Qualifications
9 years or more in public accounting or corporate tax department
Bachelor's degree in Accounting, Finance, or related field
CPA license
Preferred Qualifications
Master's degree in Taxation or Law degree
Partnership tax experience
Seniority level Not Applicable
Employment type Full‑time
Job function Accounting/Auditing and Finance
Industries Professional Services
Referrals increase your chances of interviewing at Forvis Mazars US by 2x
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Director, Tax - Private Client
role at
Forvis Mazars US
3 days 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 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, and wealth retention strategies as well as charitable entities managed by ultra‑high net worth clients. The Private Client Tax Director participates in client development and team management and conducts research to be current as 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
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
Total Rewards Package
Market competitive salary
Individual and Company Performance Based Bonus
Multiple promotion cycles offered per fiscal year
Market competitive benefits package
Hybrid work schedule
Minimum Qualifications
9 years or more in public accounting or corporate tax department
Bachelor's degree in Accounting, Finance, or related field
CPA license
Preferred Qualifications
Master's degree in Taxation or Law degree
Partnership tax experience
Seniority level Not Applicable
Employment type Full‑time
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 Director jobs in Austin, TX.
#J-18808-Ljbffr