Private Client Tax Senior Manager — Lead & Grow Wealth

Forvis Mazars, LLP; Boston (MA); On-site; USD 124,000 - 209,000; Full time

Job summary

Forvis Mazars, LLP in Boston, MA is seeking a Senior Manager in Private Client Tax to serve as a trusted advisor on compliance and planning for individuals, trusts, partnerships, and estates. The role involves client development, team leadership, and staying current on tax law.

A CPA or JD and substantial public accounting experience are required. The candidate will lead engagements, coach staff, and leverage technology to improve workflows while building strong client relationships and

Qualifications

• 7+ 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 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

Tax advisory

Client relationships

People management

Research

Education

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

Tools

OneSource tax software

Job description

Forvis Mazars, LLP in Boston, MA is seeking a Senior Manager in Private Client Tax to serve as a trusted advisor on compliance and planning for individuals, trusts, partnerships, and estates. The role involves client development, team leadership, and staying current on tax law.

A CPA or JD and substantial public accounting experience are required. The candidate will lead engagements, coach staff, and leverage technology to improve workflows while building strong client relationships and