Forvis Mazars, LLP
Senior Manager, Tax - Private Client
Forvis Mazars, LLP, Houston, Texas, United States, 77246
General information
Name
Senior Manager, Tax
Posting Title
Senior Manager, Tax - Private Client
Ref #
2235473
Date Published
Friday, August 1, 2025
City
Houston
State
Texas
Country
United States
Job Category
Tax
Office
Houston TX (Forvis)
Advertised Location
US-TX-Houston
Working time
Full Time
Description & Requirements
The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support through change, growth, and opportunity.
What You Will Do: Providing tax compliance and tax advisory services to individuals, trusts, estates, and private foundations with an emphasis on sophisticated individual, fiduciary, gift, and estate tax matters Helping
in
develop
ing
, build
ing
, and manag
ing
client relationships as part of the proposal process Participating in networking activities to further expand business opportunities and client relationships. Assisting in managing, developing, and coaching professional tax staff Reviewing returns prepared by tax associates and seniors Effectively delegating responsibilities to others, 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 Minimum Qualifications: 7+ years of related experience in public accounting, law firm, or trust department Bachelor's 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 related field
#LI-HOU
#LI-HF1
#J-18808-Ljbffr
Name
Senior Manager, Tax
Posting Title
Senior Manager, Tax - Private Client
Ref #
2235473
Date Published
Friday, August 1, 2025
City
Houston
State
Texas
Country
United States
Job Category
Tax
Office
Houston TX (Forvis)
Advertised Location
US-TX-Houston
Working time
Full Time
Description & Requirements
The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support through change, growth, and opportunity.
What You Will Do: Providing tax compliance and tax advisory services to individuals, trusts, estates, and private foundations with an emphasis on sophisticated individual, fiduciary, gift, and estate tax matters Helping
in
develop
ing
, build
ing
, and manag
ing
client relationships as part of the proposal process Participating in networking activities to further expand business opportunities and client relationships. Assisting in managing, developing, and coaching professional tax staff Reviewing returns prepared by tax associates and seniors Effectively delegating responsibilities to others, 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 Minimum Qualifications: 7+ years of related experience in public accounting, law firm, or trust department Bachelor's 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 related field
#LI-HOU
#LI-HF1
#J-18808-Ljbffr