Private Client Tax MD — UHNW Wealth & Compliance Leader

Forvis Mazars US; Tampa (FL); On-site; USD 230,000 - 300,000; Full time

Benefits offered by this job

Competitive compensation

Flexible work environment

Job summary

Forvis Mazars, LLP seeks a Private Client Tax Managing Director to lead tax compliance and advisory work for individuals, trusts, estates, and families with ultra-high net worth. You will guide client relationships, oversee engagements, and develop staff while leveraging technology to optimize tax planning.

This role emphasizes deep tax expertise, client development, and team leadership within a nationally recognized CPA firm.

Qualifications

• 11+ years of related experience in public accounting, law firm, or trust department
• Bachelor or graduate degree in accounting, finance, or 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 expand business opportunities and client relationships
• Maintaining functional expertise and understanding of a client's business or family structure to address client concerns
• Assisting with managing, developing, and coaching professional tax staff
• Reviewing and managing projects prepared by tax associates and seniors
• Delegating responsibilities and monitoring engagement-team efforts
• Using technology tools in regular assignments and improving processes
• Researching complex tax issues and communicating findings in writing

Skills

Client relations

Team leadership

Tax advisory

Communication

Education

Bachelor's or graduate degree in accounting/finance

Master's degree in Taxation or JD (preferred)

Tools

OneSource

Job description

Forvis Mazars, LLP seeks a Private Client Tax Managing Director to lead tax compliance and advisory work for individuals, trusts, estates, and families with ultra-high net worth. You will guide client relationships, oversee engagements, and develop staff while leveraging technology to optimize tax planning.

This role emphasizes deep tax expertise, client development, and team leadership within a nationally recognized CPA firm.