Private Client Tax Senior Manager - Wealth & Compliance

Forvis Mazars, LLP; Von Ormy (TX); In loco; USD 150.000 - 210.000; Tempo pieno

Descrizione del lavoro

Forvis Mazars, LLP is seeking a Senior Manager in Private Client Tax to lead compliance and advisory services for high-net-worth individuals, trusts, and estates in a dynamic Private Client practice.

You will develop client relationships, mentor tax staff, and contribute to complex planning opportunities while staying current on tax law and industry trends in a collaborative, fast-paced environment in Austin, Texas.

Competenze

• 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

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
• 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 teams
• Using technology tools to improve work processes and research complex tax issues

Conoscenze

Client relationships

Team leadership

Tax advisory

Tax research

Client management

Formazione

Bachelor or graduate degree in accounting/finance

CPA license or J.D. degree and bar admission

Master's degree in Taxation or Law degree (preferred)

Strumenti

OneSource tax software

Descrizione del lavoro

Forvis Mazars, LLP is seeking a Senior Manager in Private Client Tax to lead compliance and advisory services for high-net-worth individuals, trusts, and estates in a dynamic Private Client practice.

You will develop client relationships, mentor tax staff, and contribute to complex planning opportunities while staying current on tax law and industry trends in a collaborative, fast-paced environment in Austin, Texas.