Elite Private Client Tax MD - Wealth Planning

Forvis Mazars US; Boca Raton (FL); On-site; USD 190,000 - 240,000; Full time

Job summary

Forvis Mazars, LLP seeks a Private Client Tax Managing Director to advise on personal, partnership, trust, and estate taxation for ultra-high net worth clients. You will lead client service teams, drive business development, and coach staff while delivering sophisticated tax planning and advisory services.

Role emphasizes expertise in complex tax issues, engagement management, and maintaining deep knowledge of clients' family structures and wealth strategies.

Qualifications

• 11+ years of related experience in public accounting, law firm, or trust department.
• Bachelor or graduate degree in accounting, finance, or related field.
• CPA license or J.D. degree and bar admission.
• Experience managing multiple client engagements.

Responsibilities

• Provide tax compliance and advisory services for individuals, trusts, estates, and private foundations.
• Develop, build, and manage client relationships as part of the proposal process.
• Participate in networking to expand business opportunities and client relationships.
• Maintain expertise in clients' business/family structure to address concerns.
• Coach and develop professional tax staff; review engagements and delegate tasks.

Skills

Client relationships

Team leadership

Tax advisory

Tax compliance

Mentoring staff

Tax research

Education

Bachelor or graduate degree in accounting or finance

CPA license or JD and bar admission

Tools

OneSource

Job description

Forvis Mazars, LLP seeks a Private Client Tax Managing Director to advise on personal, partnership, trust, and estate taxation for ultra-high net worth clients. You will lead client service teams, drive business development, and coach staff while delivering sophisticated tax planning and advisory services.

Role emphasizes expertise in complex tax issues, engagement management, and maintaining deep knowledge of clients' family structures and wealth strategies.