Director, Tax - Private Client

Forvis Mazars US; Boca Raton (FL); On-site; USD 120,000 - 160,000; Full time

Job summary

A prominent professional services firm is seeking a Director for their Private Client tax division in Boca Raton. The role involves advising ultra-high net worth clients on complex tax matters, with a focus on compliance and wealth preservation strategies. Candidates should possess extensive experience in tax advisory and managing client relationships, with strong communication and leadership skills.

Qualifications

• 9 years or more of related experience in public accounting, law firm, or trust department.
• Experience managing multiple client engagements.

Responsibilities

• Providing tax compliance and advisory services to various entities.
• Developing and managing client relationships.
• Assisting with managing and coaching professional tax staff.

Skills

Client service dedication

Supervisory skills

Effective communication

Problem-solving

Education

Bachelor or graduate degree in accounting, finance, or a related field

CPA license or J.D. degree and bar admission

Job description

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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 expand 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, 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.

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 expand 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, 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.

How You Will Contribute

• 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, 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
  
  
  
  

We are looking for people who have Forward Vision and:

• Dedication to client service
  
  
• Excellent supervisory and time management skills
  
  
• Exhibit effective communication and listening skills enhancing problem-solving and communication for client, team, and operational performance
  
  
• Built a community of external advisors with which to network
  
  
  
  

Minimum Qualifications

• 9 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
  
  
  
  

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Professional Services

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