Director, Tax - Private Client

Forvis Mazars US; Indianapolis (IN); On-site; USD 180,000 - 240,000; Full time

Job summary

Forvis Mazars, LLP is seeking a Private Client Tax Director to lead tax compliance, advisory work, and client development for ultra-high-net-worth individuals and families.

You will mentor a team of tax professionals, drive thought leadership, research complex matters, and build long-term partnerships while ensuring regulatory compliance and high-quality service across personal, estate, trust and wealth planning engagements.

Qualifications

• Bachelor's Degree in Accounting, Taxation or related field.
• 9+ years of relevant progressive tax experience in public accounting or related.
• CPA license required.
• Proficiency in Microsoft Office Suite.
• Willingness to travel for client engagements and internal meetings.

Responsibilities

• Lead planning and execution of tax compliance and advisory services for individuals and entities.
• Conduct in-depth research on complex tax matters and communicate findings clearly.
• Review tax returns for accuracy and regulatory compliance.
• Build strong client relationships and deliver strategic tax insights.
• Mentor and manage tax professionals, providing coaching and feedback.
• Drive business development and client retention through value-added services.

Skills

Tax advisory

Client relationships

Leadership

Research & reporting

Education

Bachelor's Degree in Accounting, Taxation or related field

CPA license

Tools

Microsoft Office

Job description

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.

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.

What You Will Do

• Lead the planning and execution of tax compliance and advisory services for individuals (Forms 1040, 1040‑NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries


• Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well‑structured written reports


• Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards


• Build strong client relationships by identifying tax issues, delivering actionable insights, and offering strategic solutions


• Champion client service excellence, acting as a trusted advisor and fostering long‑term partnerships


• Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high‑performing, collaborative team


• Delegate and oversee project tasks, ensuring timely and successful engagement delivery


• Optimize resource allocation and resolve scheduling conflicts to maintain workflow efficiency


• Drive business growth through strategic planning, client retention, and proactive business development


• Expand firm visibility and opportunities by representing the firm at industry events and networking forums


• Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes


• Drive thought leadership by authoring technical publications and leading internal training sessions to elevate firm‑wide knowledge and capabilities

Minimum Qualifications

• Bachelor's Degree in Accounting, Taxation or related field


• 9+ 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


• Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.

Preferred Qualifications

• Master's Degree in related field

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well‑being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. 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 any unsolicited referrals, resumes or CVs 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 recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

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