Private Client Tax Director: Lead Advisory & Growth

Forvis Mazars, LLP; Von Ormy (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

Forvis Mazars, LLP is seeking a Private Client Tax Director in Von Ormy, Texas. This role involves leading tax compliance and advisory services for ultra-high net worth clients. You will participate in team management, client development, and lead in-depth research on complex tax matters.

The ideal candidate has a Bachelor's degree, CPA license, and 9+ years of relevant experience. The position emphasizes client relationship building and mentoring tax professionals while ensuring compliance with regulatory standards.

Qualifications

• 9+ years of relevant progressive tax experience in public accounting or corporate tax.
• Current and valid CPA (Certified Public Accountant) license.
• Flexibility to travel for client engagements and internal meetings.

Responsibilities

• Lead planning and execution of tax compliance and advisory services.
• Review tax return preparations for accuracy and compliance.
• Mentor and manage tax professionals, providing coaching and support.
• Represent the firm at industry events and networking forums.

Skills

Tax compliance expertise

Client relationship management

Complex tax matter research

Team management and mentorship

Education

Bachelor's degree in accounting, taxation, or related field

Master's degree in a related field

Tools

Microsoft Office Suite

Job description

Forvis Mazars, LLP is seeking a Private Client Tax Director in Von Ormy, Texas. This role involves leading tax compliance and advisory services for ultra-high net worth clients. You will participate in team management, client development, and lead in-depth research on complex tax matters.

The ideal candidate has a Bachelor's degree, CPA license, and 9+ years of relevant experience. The position emphasizes client relationship building and mentoring tax professionals while ensuring compliance with regulatory standards.