Private Client Tax Director | Wealth Advisory Lead

Forvis Mazars, LLP; Dallas (TX); In loco; USD 180.000 - 300.000; Tempo pieno

Descrizione del lavoro

Forvis Mazars, LLP is seeking a Private Client Tax Director to serve as a trusted advisor on personal, partnership, trust, and estate taxation. The role emphasizes client development, team leadership, and research to stay current with regulatory changes and advanced wealth strategies.

The position requires CPA licensure, 9+ years of tax experience in public accounting or related fields, and willingness to travel for client engagements.

Competenze

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

Mansioni

• Lead the planning and execution of tax compliance and advisory services for individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S).
• Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports.
• Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards.
• Build strong client relationships by identifying tax issues, delivering actionable insights, and offering strategic solutions.
• Champion client service excellence, acting as a trusted advisor and fostering long-term partnerships.
• Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team.
• Delegate and oversee project tasks, ensuring timely and successful engagement delivery.

Conoscenze

Tax advisory

Leadership

Client relations

Strategic planning

Formazione

Bachelor's Degree in Accounting/Taxation

Master’s Degree in related field

CPA license

Strumenti

Microsoft Office

Descrizione del lavoro

Forvis Mazars, LLP is seeking a Private Client Tax Director to serve as a trusted advisor on personal, partnership, trust, and estate taxation. The role emphasizes client development, team leadership, and research to stay current with regulatory changes and advanced wealth strategies.

The position requires CPA licensure, 9+ years of tax experience in public accounting or related fields, and willingness to travel for client engagements.