Private Client Tax MD — Wealth & Compliance Leader

Forvis-Mazars; Nashville (TN); On-site; USD 250,000 - 380,000; Full time

Job summary

Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs.

Partnering with Wealth Strategists and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth. The Private Client Tax Managing Director serves as a trusted advisor and member of various client service teams and must possess significant

Qualifications

• 11 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

Skills

Client relationship development

Project management

Education

Bachelor's or graduate degree in accounting/finance

CPA license or J.D. degree and bar admission

Master's degree in Taxation or Law degree

Tools

OneSource tax software

Job description

Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs.

Partnering with Wealth Strategists and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth. The Private Client Tax Managing Director serves as a trusted advisor and member of various client service teams and must possess significant