Manager, Tax

Forvis Mazars, LLP; Memphis (TN); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Flexible work environment

Robust total rewards program

Job summary

Forvis Mazars, LLP seeks a Private Client Tax Manager in Memphis, TN, to serve as a trusted advisor, providing tax compliance, consulting, and planning services to high net worth individuals and families. Candidates should possess significant knowledge in taxation compliance and consulting related to trusts, estates, and charitable entities.

This role includes managing client relationships, mentoring tax staff, and staying current on tax regulations. A CPA license or J.D. is required, along with at least 5 years of related experience.

Qualifications

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

Responsibilities

• Providing tax compliance and advisory services to clients.
• Developing and managing client relationships.
• Assisting with managing, developing, and coaching professional tax staff.
• Researching complex tax issues.

Skills

Tax compliance

Client relationship management

Team management

Tax advisory services

Researching complex tax issues

Education

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

CPA license or J.D. degree

Tools

OneSource tax software

Job description

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.

The Private Client Tax Manager 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, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Manager participates in client development and team management and conducts research to be current as a subject matter expert.

What You Will Do

• 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 and 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

Minimum Qualifications

• 5 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

Preferred Qualifications

• Master's degree in Taxation or Law degree
• Experience with OneSource tax software

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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.