Senior Manager, Tax - Private Client

Forvis Mazars, LLP; Denver (CO); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Group health plan benefits

401(K)

Profit sharing contributions

Flexible time off

Parental leave

Job summary

Forvis Mazars, LLP is seeking a Private Client Tax Senior Manager in Denver, Colorado, to provide sophisticated tax compliance and consulting services to ultra-high net worth clients. This role involves managing client relationships, leading teams, and staying current on tax regulations.

The ideal candidate will have a strong background in taxation and leadership skills. A CPA or J.D. is required, along with at least 7 years of experience in the field. The position offers competitive compensation including health benefits and flexible time off.

Qualifications

• 7+ years of related experience in public accounting, law firm, or trust department.
• Experience managing multiple client engagements.
• Master's Degree in Taxation or Law Degree preferred.

Responsibilities

• Providing tax compliance and advisory services.
• Developing and managing client relationships.
• Participating in networking activities.
• Managing and coaching professional tax staff.
• Researching complex tax issues.

Skills

Tax compliance

Client relationship management

Team management

Research tax issues

Education

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

CPA license or J.D. degree and bar admission

Tools

OneSource tax software

Job description

Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth.

The Private Client Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Senior Manager participates in client development and team management and conducts research to be current as a subject matter expert.

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
• Maintaining functional expertise and understanding of a client's business or family structure to address 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

Minimum Qualifications

• 7+ years of related experience in public accounting, law firm, or trust department
• Bachelor's or graduate degree in accounting, finance, or a related field
• CPA license or J.D. degree and bar admission
• Experience managing multiple client engagements

Preferred Qualifications

• Master's Degree in Taxation or Law Degree
• Experience with OneSource tax software

Compensation and Benefits

The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

• CO Minimum Salary (USD): $125,000
• CO Maximum Salary (USD): $175,000

Equal Pay Act

Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market and will be based on the experience, education, and skill set of the individual for the position. The salary range is $125,000 to $175,000.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.