Private Client Tax Director: Wealth Planning & Compliance

Forvis Mazars US; Indianapolis (IN); On-site; USD 180,000 - 250,000; Full time

Job summary

Forvis Mazars US is seeking a Private Client Tax Director to lead tax planning and advisory for individuals, partnerships, trusts, and corporations. You will collaborate with Wealth Strategists and cross‑functional teams to deliver sophisticated tax services and client value.

The role requires extensive experience in personal taxation, strong research skills, and the ability to manage a high-performing team while driving business growth. A CPA license and active engagement in CPD are expected.

Qualifications

• Bachelor's degree in accounting or related field required.
• 9+ years of progressive tax experience in public accounting, or mix with corporate tax.
• Active CPA license.

Responsibilities

• Lead tax planning and execution for individuals, partnerships, and corporations across industries.
• Conduct in-depth tax research and communicate findings via written reports.
• Review tax returns to ensure accuracy and regulatory compliance.
• Build client relationships by identifying issues and offering solutions.
• Mentor and manage tax staff, guiding engagement delivery.
• Drive business development and expand client opportunities.

Skills

CPA license

Tax planning

Public accounting

Client relationships

Education

Bachelor's degree in Accounting/Taxation

Master's degree (preferred)

Tools

Microsoft Office Suite

Job description

Forvis Mazars US is seeking a Private Client Tax Director to lead tax planning and advisory for individuals, partnerships, trusts, and corporations. You will collaborate with Wealth Strategists and cross‑functional teams to deliver sophisticated tax services and client value.

The role requires extensive experience in personal taxation, strong research skills, and the ability to manage a high-performing team while driving business growth. A CPA license and active engagement in CPD are expected.