Overview
Forvis Mazars Private Client Tax services are designed to provide high-net-worth individuals and families with personalized, strategic guidance that goes beyond traditional tax compliance. Their approach begins with a deep understanding of each client's financial landscape, enabling advisors to tailor tax strategies that align with long-term goals such as wealth preservation, legacy planning, and philanthropic endeavors.
What You Will Do
- Provide strategic oversight and leadership in delivering tax advisory and compliance services for individuals, partnerships, and corporations across diverse industries, ensuring regulatory alignment and client value.
- Oversee complex tax research and insights, translating technical findings into actionable strategies for clients and firm leadership.
- Ensure quality and compliance through high-level review of tax filings and risk management protocols.
- Strengthen client relationships by delivering proactive, high-impact tax solutions and positioning the firm as a trusted advisor.
- Drive a culture of client service excellence, fostering long-term partnerships and consistent engagement.
- Develop and lead high-performing teams, providing mentorship, performance feedback, and career development.
- Manage project execution and resource allocation, ensuring timely, efficient, and high-quality service delivery.
- Support firm growth through strategic planning, client retention, and targeted business development initiatives.
- Expand market presence by representing the firm at industry events and cultivating new opportunities.
- Maintain technical leadership through ongoing education, regulatory awareness, and internal knowledge sharing.
- Promote thought leadership by authoring publications and leading firm-wide training initiatives.
Minimum Qualifications
- Bachelor's Degree in Accounting, Taxation or related field
- 11+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
- Current and valid CPA (Certified Public Accountant) license
- Proficiency in Microsoft Office Suite
- Ability to work a hybrid schedule, typically averaging three days per week in the assigned office
- Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.
Preferred Qualifications
- Master's Degree in related field
Forvis Mazars is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.
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