Managing Director, Tax - Private Client

Overview

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.

Role Overview

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, and 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.

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 the efforts of engagement teams.
• Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through technology.
• Successfully researching complex tax issues, applying findings to projects, and clearly communicating 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.

Equal Opportunity / EEO Statement

Forvis Mazars, LLP 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.

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