Forvis Mazars US
Senior Manager, Tax - Private Client
Forvis Mazars US – Houston, TX
Salary range: $135,000.00 – $140,000.00 – 2 weeks ago
Overview Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Professionals include CPAs and JDs. Collaborating with financial planners, wealth strategists, and innovation teams expands flexibility to help clients grow, preserve, and protect wealth.
Responsibilities
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.
Proficiently using technology tools in regular assignments and demonstrating commitment to improving work processes through technology.
Successfully researching complex tax issues, applying findings to projects, and clearly communicating findings in writing.
Minimum Qualifications
7+ 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 J.D. degree and bar admission.
Experience managing multiple client engagements.
Preferred Qualifications
Master's Degree in related field.
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.
Employment Details
Seniority level: Not Applicable.
Employment type: Full-time.
Job function: Accounting/Auditing and Finance.
Industry: Professional Services.
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Overview Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Professionals include CPAs and JDs. Collaborating with financial planners, wealth strategists, and innovation teams expands flexibility to help clients grow, preserve, and protect wealth.
Responsibilities
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.
Proficiently using technology tools in regular assignments and demonstrating commitment to improving work processes through technology.
Successfully researching complex tax issues, applying findings to projects, and clearly communicating findings in writing.
Minimum Qualifications
7+ 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 J.D. degree and bar admission.
Experience managing multiple client engagements.
Preferred Qualifications
Master's Degree in related field.
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.
Employment Details
Seniority level: Not Applicable.
Employment type: Full-time.
Job function: Accounting/Auditing and Finance.
Industry: Professional Services.
#J-18808-Ljbffr