Director, Wealth Strategist

Forvis Mazars US; Tampa (FL); On-site; USD 150,000 - 210,000; Full time

Job summary

Forvis Mazars, LLP is seeking a Wealth Strategist to lead complex tax and estate planning for UHNW clients, integrating tax, wealth advisory, and family office services. You will collaborate with internal partners and external advisors, guide multi-generational client engagements, and represent the practice in conferences and written materials.

Travel to client sites and conferences is required. The role emphasizes governance, legacy planning, and long-term stewardship, with opportunities to

Qualifications

• Bachelor’s degree required; CPA/CTFA/LLM/JD licenses strongly preferred.
• Proficiency in Microsoft Office Suite required; advanced use of planning tools is a plus.

Responsibilities

• Work with existing and external advisors to develop, recommend and implement complex tax and estate plans for clients.
• Translate complex tax, estate, and legacy planning concepts into clear recommendations for clients and advisors.
• Lead and participate in multi-advisor, multi-generational client meetings with family members, attorneys, trustees, and external advisors.
• Act as a thought leader in Private Client, presenting at conferences and producing written materials when possible.
• Advise clients and attorneys on estate planning benefits and appropriate plans for estate taxes using knowledge of inheritance, gift, income, and estate taxes.
• Advise families on governance, legacy planning, and long-term stewardship within holistic wealth strategies.
• Collaborate with planning resources and partners to acquire new clients.
• Conduct and review research, develop tax/estate analyses, and provide recommendations to the team and clients.
• Provide direction to Private Client personnel and oversee work product development.
• Maintain up-to-date knowledge of estate planning services (personal trusts, living trusts, wills, etc.).
• Maintain periodic contact with clients in coordination with the relationship partner.
• Deepen relationships by working with integrated Private Client teams and partners.
• Identify solutions and services as sales opportunities to enhance client relationships.
• Develop new client relationships through networking, prospecting, and referrals.
• Assess and manage risks to ensure adherence to Enterprise Risk goals.
• Apply knowledge of business concepts to diverse situations.
• Represent the Wealth Strategy platform internally and externally, modeling collaboration and client leadership.

Education

Bachelor’s degree in a related field

CPA license

CTFA

LLM

JD

Tools

Microsoft Office Suite

Job description

Description & Requirements

The Private Client team helps high-net-worth individuals and multigenerational families manage financial complexity with confidence. Through a holistic approach that integrates wealth management, tax planning, and family office services, Forvis Mazars delivers personalized strategies aligned with each client’s goals—ensuring peace of mind and long-term financial well-being.

This role is a core component of the firm’s Wealth Strategy platform, operating at the intersection of advanced estate and family enterprise planning. The Wealth Strategist serves as an advisor on the most complex Private client engagements, partnering with Tax, Wealth Advisory, and other firm service lines to deliver integrated solutions for ultra-high net worth (UHNW) individuals, multigenerational families and privately held business owners.

What You Will Do

• You will work in conjunction with existing advisors and external advisors to develop, recommend and implement complex tax and estate plans for clients


• Translate complex tax, estate, and legacy planning concepts into clear, actionable recommendations for clients, advisors, and relationship partners


• Lead and participate in multi-advisor and multi-generational client meetings involving family members, attorneys, trustees, and other external advisors


• Be an externally recognized thought leader in the Private Client area and ideally would present at high-level, impact conferences, produce written materials, etc.


• Consulting with clients and their attorneys on the benefits of estate planning and identifying appropriate plans for estate taxes utilizing knowledge of inheritance, gift, income, and estate taxes


• Advise families on governance, legacy planning, and long-term stewardship considerations as part of holistic wealth strategies


• Collaborating with other planning resources on specific subject matters and partners in the acquisition of new clients


• Conducting and reviewing research, as appropriate, and developing tax, estate, and other analyses and plans. Making generally accepted recommendations to the team and clients.


• Providing direction to and overseeing Private Client personnel in the development of work product


• Maintaining current in-depth knowledge of a full range of estate planning-oriented services (e.g., personal trusts, living trusts, wills, estate and tax planning)


• Maintaining periodic contact with clients in coordination with the relationship partner


• Deepening existing relationships by working with integrated Private Client teams


• Retaining, expanding, and deepening existing relationships in collaboration with relationship partners


• Identifying solutions and services as sales opportunities to enhance existing client relationships


• Developing new client relationships through networking, prospecting, and referrals by being actively involved in networking at key organizations


• Assessing and effectively managing all the risks associated with their business objectives and activities to ensure they adhere to and support Enterprise Risk


• Having knowledge, insight, and knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; the ability to apply this knowledge appropriately to diverse situations


• Act as a representative of the Wealth Strategy platform internally and externally, modeling best practices in collaboration, judgment, and client leadership

Minimum Qualifications

• Bachelor’s degree in a related field


• CPA license, CTFA, LLM, or JD


• Minimum of 9+ years of professional client-facing experience


• Proficiency in Microsoft Office Suite

Preferred Qualifications

• Previous experience working in law, tax services and consulting, financial services, wealth management, or financial planning


• Knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate, and tax planning), including fee structures and documentation


• Regular travel is required for this role, including in-person client meetings, family engagements, internal planning sessions, and advisor collaboration


• Travel may include multi-day engagements and attendance at conferences, client events, or firm initiatives based on business and client needs


• A willingness and ability to travel is essential to support relationship development, complex planning discussions, and client trust-building

About

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.

Know Your Rights

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.