Private Client Tax MD - Wealth & Estate Strategy

Forvis Mazars US; Boca Raton (FL); On-site; USD 180,000 - 280,000; Full time

Job summary

Forvis Mazars is seeking a Private Client Tax Managing Director in Florida to provide sophisticated tax compliance, consulting, and planning services for individuals, families, and trusts. The role emphasizes leadership, client development, and subject-matter expertise in wealth-related tax matters.

The position requires significant experience, CPA or JD credentials, and the ability to manage multiple client engagements while leveraging OneSource tax software. Equal opportunity employer.

Qualifications

• 11+ years 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 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 to others and monitoring engagement teams.
• Using technology tools to improve work processes and researching complex tax issues.

Skills

Leadership

Client management

Tax expertise

Public accounting experience

Education

CPA license

J.D. degree

Tools

OneSource tax software

Job description

Forvis Mazars is seeking a Private Client Tax Managing Director in Florida to provide sophisticated tax compliance, consulting, and planning services for individuals, families, and trusts. The role emphasizes leadership, client development, and subject-matter expertise in wealth-related tax matters.

The position requires significant experience, CPA or JD credentials, and the ability to manage multiple client engagements while leveraging OneSource tax software. Equal opportunity employer.