Private Client Tax MD — Wealth Strategy Lead

Forvis Mazars US; Nashville (TN); In loco; USD 180.000 - 240.000; Tempo pieno

Descrizione del lavoro

Forvis Mazars US is seeking a Private Client Tax Managing Director to provide sophisticated tax compliance, consulting, and planning for ultra-high net worth individuals and families. You will lead client relationships, mentor staff, and collaborate with multidisciplinary teams to deliver tailored tax solutions.

The role emphasizes research, strategy development, and effective communication of complex tax issues, with opportunities to expand client networks and grow the practice.

Competenze

• 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

Mansioni

• 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

Formazione

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

CPA license or J.D. degree and bar admission

Master's degree in Taxation or Law degree

Strumenti

OneSource tax software

Descrizione del lavoro

Forvis Mazars US is seeking a Private Client Tax Managing Director to provide sophisticated tax compliance, consulting, and planning for ultra-high net worth individuals and families. You will lead client relationships, mentor staff, and collaborate with multidisciplinary teams to deliver tailored tax solutions.

The role emphasizes research, strategy development, and effective communication of complex tax issues, with opportunities to expand client networks and grow the practice.