Private Client Tax Director - Wealth Strategy & Leadership

Forvis Mazars US; Indianapolis (IN); On-site; USD 180,000 - 240,000; Full time

Job summary

Forvis Mazars, LLP is seeking a Private Client Tax Director to lead tax compliance, advisory work, and client development for ultra-high-net-worth individuals and families.

You will mentor a team of tax professionals, drive thought leadership, research complex matters, and build long-term partnerships while ensuring regulatory compliance and high-quality service across personal, estate, trust and wealth planning engagements.

Qualifications

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

Responsibilities

• Lead planning and execution of tax compliance and advisory services for individuals and entities.
• Conduct in-depth research on complex tax matters and communicate findings clearly.
• Review tax returns for accuracy and regulatory compliance.
• Build strong client relationships and deliver strategic tax insights.
• Mentor and manage tax professionals, providing coaching and feedback.
• Drive business development and client retention through value-added services.

Skills

Tax advisory

Client relationships

Leadership

Research & reporting

Education

Bachelor's Degree in Accounting, Taxation or related field

CPA license

Tools

Microsoft Office

Job description

Forvis Mazars, LLP is seeking a Private Client Tax Director to lead tax compliance, advisory work, and client development for ultra-high-net-worth individuals and families.

You will mentor a team of tax professionals, drive thought leadership, research complex matters, and build long-term partnerships while ensuring regulatory compliance and high-quality service across personal, estate, trust and wealth planning engagements.