Private Client Tax Manager: Wealth & Compliance Leader

Forvis Mazars US; Boston (MA); On-site; USD 109,000 - 160,000; Full time

Job summary

Forvis Mazars LLP in Massachusetts seeks a Private Client Tax Manager to provide sophisticated tax compliance, consulting, and planning for individuals, trusts, and estates. You will act as a trusted advisor, manage client relationships, and lead professional staff across client service teams.

Your role includes researching complex tax issues, applying findings to client engagements, and contributing to business development. A CPA or JD with experience in private client taxation is required.

Qualifications

• Five years or more of related experience in public accounting, law firm, or trust department
• Bachelor or graduate degree in accounting, finance, or a related field
• CPA license or J.D. degree and bar admission
• Experience managing multiple client engagements

Responsibilities

• Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations
• Developing, building, and managing client relationships as part of the proposal process
• Participating in networking activities to further expand business opportunities and client relationships
• As a highly impactful team member, maintaining functional expertise and understanding of a client's business or family structure is essential to addressing client concerns and challenges
• Assisting with managing, developing, and coaching professional tax staff
• Reviewing and managing projects prepared by tax associates and seniors
• Effectively delegating responsibilities to others and monitoring efforts of engagement teams
• Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
• Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing

Education

Bachelor or graduate degree in accounting, finance, or related field

CPA license or J.D. degree and bar admission

Job description

Forvis Mazars LLP in Massachusetts seeks a Private Client Tax Manager to provide sophisticated tax compliance, consulting, and planning for individuals, trusts, and estates. You will act as a trusted advisor, manage client relationships, and lead professional staff across client service teams.

Your role includes researching complex tax issues, applying findings to client engagements, and contributing to business development. A CPA or JD with experience in private client taxation is required.