Managing Director, Tax

Forvis-Mazars; Fort Washington (Montgomery County); On-site; USD 180,000 - 280,000; Full time

Job summary

Forvis Mazars, LLP is seeking an accomplished tax leader to drive advisory and compliance services for real estate clients. The role emphasizes strategic oversight, high‑level research, and risk management, with a focus on building client partnerships and delivering actionable solutions.

The ideal candidate will bring 11+ years of tax experience, a CPA license, and a track record of leading teams. Travel for client engagements is expected as part of this senior role.

Qualifications

• 11+ years of progressive tax experience in public accounting or corporate tax
• CPA license active and valid
• Flexibility to travel for client engagements and meetings

Responsibilities

• Provide strategic oversight in delivering tax advisory and compliance services for entities in real estate
• Oversee complex tax research and translate findings into actionable strategies
• Ensure quality and compliance through high-level review of tax filings
• Develop and lead high-performing teams with mentorship and career development
• Manage project execution, resource allocation, and timely service delivery
• Support growth through strategic planning and client retention initiatives
• Represent the firm at industry events and cultivate new opportunities
• Maintain regulatory awareness and publish thought leadership

Skills

Tax leadership

Client relationship mgmt

Team leadership

Tax research

CPA licensed

Regulatory knowledge

Education

Bachelor's in Accounting/Taxation

Master’s Degree (preferred)

Tools

Microsoft Office Suite

Job description

Our Philadelphia Tax practice is expanding, and we’re looking for leaders who are driven to build high‑performing teams and play a key role in the next phase of growth at Forvis Mazars. We are dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client’s goals, offering reliable support through change, growth, and opportunity.

What You Will Do:

• Provide strategic oversight and leadership in delivering tax advisory and compliance services for individuals, partnerships, and corporations within the real estate industry, ensuring regulatory alignment and delivering client value
• Oversee complex tax research and insights, translating technical findings into actionable strategies for clients and firm leadership
• Ensure quality and compliance through high-level review of tax filings and risk management protocols
• Strengthen client relationships by delivering proactive, high-impact tax solutions and positioning the firm as a trusted advisor
• Drive a culture of client service excellence, fostering long-term partnerships and consistent engagement
• Develop and lead high-performing teams, providing mentorship, performance feedback, and career development
• Manage project execution and resource allocation, ensuring timely, efficient, and high-quality service delivery
• Support firm growth through strategic planning, client retention, and targeted business development initiatives
• Expand market presence by representing the firm at industry events and cultivating new opportunities
• Maintain technical leadership through ongoing education, regulatory awareness, and internal knowledge sharing
• Promote thought leadership by authoring publications and leading firm-wide training initiatives

Minimum Qualifications:

• Bachelor's Degree in Accounting, Taxation or related field
• 11+ 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.