Managing Director, Tax - Private Client

Forvis Mazars US; Boca Raton (FL); On-site; USD 120,000 - 160,000; Full time

Job summary

A leading financial advisory firm based in Boca Raton is seeking an experienced Managing Director for its Private Client Tax service line. The ideal candidate will have over 11 years of experience in tax compliance and consulting, a CPA license or J.D., and proven skills in client management and team leadership. Responsibilities include providing tax advisory services, developing client relationships, and mentoring staff, all while leveraging technology for improved processes.

Qualifications

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

Responsibilities

• Provide tax compliance and tax advisory services.
• Develop and manage client relationships.
• Participate in networking activities.
• Assist with managing and developing tax staff.
• Review and manage projects prepared by junior staff.
• Research complex tax issues and communicate findings.

Skills

Tax compliance

Client relationship management

Coaching and mentoring

Research and communication

Technology proficiency

Education

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

CPA license or J.D. degree and bar admission

Tools

OneSource tax software

Job description

Overview

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.

Role Overview

The Private Client Tax Managing Director 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 Managing Director participates in client development, team management and conducts research to remain a subject‑matter expert.

Responsibilities

• 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.
• Maintaining functional expertise and understanding of a client's business or family structure to address 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 the efforts of engagement teams.
• Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through technology.
• Successfully researching complex tax issues, applying findings to projects, and clearly communicating findings in writing.

Minimum Qualifications

• 11 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.

Equal Opportunity / EEO Statement

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. 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.