Private Client Tax Senior Manager — Wealth & Compliance Leader

Forvis Mazars US; Louisville (KY); On-site; USD 140,000 - 210,000; Full time

Job summary

Forvis Mazars, LLP is seeking a Senior Manager in Private Client Tax in Louisville, KY to serve as a trusted advisor on taxation for individuals, trusts, estates, and ultra-high-net-worth families. You will lead client engagements, develop relationships, and coach tax staff while delivering compliance, consulting, and planning services.

The role requires deep expertise in personal, partnership, trust, estate, gift, and wealth retention strategies, with a record of managing complex projects 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

Experience managing multiple clientEng

Client relationship building

Tax compliance advisory

Strong communication

Education

Bachelor's degree in accounting, finance, or related field

CPA license or J.D. degree and bar admission

Tools

OneSource tax software

Job description

Forvis Mazars, LLP is seeking a Senior Manager in Private Client Tax in Louisville, KY to serve as a trusted advisor on taxation for individuals, trusts, estates, and ultra-high-net-worth families. You will lead client engagements, develop relationships, and coach tax staff while delivering compliance, consulting, and planning services.

The role requires deep expertise in personal, partnership, trust, estate, gift, and wealth retention strategies, with a record of managing complex projects and