Director, Tax - Private Client

Forvis Mazars US; San Antonio (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

Forvis Mazars seeks a Senior Tax Advisor to lead planning and execution of tax compliance and advisory services for individuals, partnerships, and corporations across industries. You will conduct in-depth research, review returns, and communicate findings through clear reports.

You will mentor staff, foster client relationships, and contribute to business development while upholding the highest standards of professional service. A CPA license and 9+ years of experience are required.

Qualifications

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

Responsibilities

• Lead the planning and execution of tax compliance and advisory services for individuals, partnerships, and corporations across industries.
• Conduct in-depth research on complex tax matters and communicate findings through written reports.
• Review tax return preparations to ensure accuracy and regulatory compliance.
• Build strong client relationships and provide strategic tax insights.

Skills

Microsoft Office Suite

Travel flexibility

Education

Bachelor's Degree in Accounting, Taxation or related field

Tools

Microsoft Office Suite

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 expands your flexibility to help clients grow, preserve and protect wealth.

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

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.