Private Client Tax Director: UHNW Advisory & Leadership

Forvis Mazars, LLP; Dallas (TX); Vor Ort; USD 180.000 - 240.000; Vollzeit

Zusammenfassung

Forvis Mazars, LLP is seeking a Director of Tax - Private Client in Dallas, TX to lead planning and compliance for high-net-worth individuals and related entities. The role involves strategic client advisory, research on complex tax matters, and mentoring a tax team.

Ideal candidates have CPA licensure, 9+ years of tax experience, and a strong background in private client tax, with travel flexibility for client engagements and firm meetings.

Qualifikationen

• Bachelor's Degree in Accounting, Taxation or related field.
• 9+ years of relevant progressive tax experience in public accounting or corporate tax.
• Current and valid CPA license.
• Proficiency in Microsoft Office Suite.
• Flexibility to travel for client engagements and internal meetings.

Aufgaben

• Lead tax planning and compliance for individuals, partnerships, and corporations.
• Conduct in-depth research on complex tax matters and document findings.
• Review tax returns prepared by staff for accuracy and regulatory compliance.
• Build client relationships and deliver strategic tax insights.
• Mentor and manage tax professionals and team performance.
• Delegate tasks and oversee engagement delivery.
• Optimize resource allocation and scheduling.
• Drive growth through client retention and business development.
• Represent the firm at industry events to expand visibility.
• Maintain CPD/CPE and stay current with tax law changes.
• Lead internal training and thought leadership publications.
• Collaborate with other service lines to integrate tax planning.

Kenntnisse

Travel flexibility

Microsoft Office Suite

Ausbildung

Bachelor's Degree in Accounting, Taxation or related field

CPA license

Jobbeschreibung

Forvis Mazars, LLP is seeking a Director of Tax - Private Client in Dallas, TX to lead planning and compliance for high-net-worth individuals and related entities. The role involves strategic client advisory, research on complex tax matters, and mentoring a tax team.

Ideal candidates have CPA licensure, 9+ years of tax experience, and a strong background in private client tax, with travel flexibility for client engagements and firm meetings.