Private Client Tax Director — Wealth Strategy & Leadership

Forvis Mazars US; Boston (MA); On-site; USD 157,000 - 266,000; Full time

Job summary

Forvis Mazars US is seeking a Private Client Tax Director to lead tax compliance and advisory services for individuals, partnerships, and corporations. The role requires mentoring staff, expanding client relationships, and delivering strategic tax planning while staying current with tax regulations.

Candidates should have a CPA, a Bachelor's degree in Accounting/Taxation, and at least 9 years of progressive tax experience in public accounting or corporate tax. Willingness to travel is needed.

Qualifications

• Bachelor's degree in Accounting, Taxation or related field.
• 9+ years of progressive tax experience in public accounting, or a combination of corporate tax and public accounting.
• Current and valid CPA (Certified Public Accountant) license.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Lead the planning and execution of tax compliance and advisory services for individuals, partnerships, and corporations across industries.
• Conduct in-depth research on complex tax matters and communicate findings through written reports.
• Review tax return preparations to ensure accuracy and regulatory compliance.
• Build strong client relationships by identifying tax issues and delivering strategic solutions.
• Mentor and manage tax professionals, providing coaching and career development.

Skills

Tax expertise

Client relationship management

People leadership

Microsoft Office

Travel flexibility

Education

Bachelor's degree in Accounting/Taxation

CPA license

Master's degree (preferred)

Tools

Microsoft Office Suite

Job description

Forvis Mazars US is seeking a Private Client Tax Director to lead tax compliance and advisory services for individuals, partnerships, and corporations. The role requires mentoring staff, expanding client relationships, and delivering strategic tax planning while staying current with tax regulations.

Candidates should have a CPA, a Bachelor's degree in Accounting/Taxation, and at least 9 years of progressive tax experience in public accounting or corporate tax. Willingness to travel is needed.