Senior Private Client Tax Director

Forvis Mazars US; Dallas (TX); Sur place; USD 180 000 - 240 000; Plein temps

Résumé du poste

Forvis Mazars US is seeking a Private Client Tax Director in Dallas, TX. You will lead the planning and execution of tax compliance and advisory services for individuals, partnerships, and corporations, providing expert guidance to ultra-high net worth clients.

This role requires a CPA, 9+ years of progressive tax experience, strong leadership, and the ability to mentor staff. Travel may be required as part of client engagements and internal meetings.

Qualifications

• Bachelor's Degree in Accounting, Taxation or related field.
• 9+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting.
• Current and valid CPA (Certified Public Accountant) license
• Proficiency in Microsoft Office Suite
• Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.

Responsabilités

• Lead the planning and execution of tax compliance and advisory services for individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
• Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports
• Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards
• Build strong client relationships by identifying tax issues, delivering actionable insights, and offering strategic solutions
• Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team
• Delegate and oversee project tasks, ensuring timely and successful engagement delivery
• Drive business growth through strategic planning, client retention, and proactive business development

Connaissances

Travel

CPA license

Microsoft Office

Strong client service

Formation

Bachelor's Degree in Accounting, Taxation or related field

CPA license

Master's Degree in related field

Outils

Microsoft Office

Description du poste

Forvis Mazars US is seeking a Private Client Tax Director in Dallas, TX. You will lead the planning and execution of tax compliance and advisory services for individuals, partnerships, and corporations, providing expert guidance to ultra-high net worth clients.

This role requires a CPA, 9+ years of progressive tax experience, strong leadership, and the ability to mentor staff. Travel may be required as part of client engagements and internal meetings.