Senior Private Client Tax Leader

Forvis-Mazars; Boston (MA); On-site; USD 140,000 - 230,000; Full time

Job summary

Forvis Mazars, LLP is a trusted provider of private client tax services, serving individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs.

The Private Client Tax Senior Manager serves as a trusted advisor and member of client service teams, with deep knowledge of taxation compliance and wealth retention strategies. The role involves developing client relationships, leading engagements across personal, partnership, trust, and estate matters, coaching

Qualifications

• 7 years or more 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

Public accounting experience

Tax advisory

Team coaching

Education

Bachelor's in accounting/finance

CPA or JD with bar admission

Tools

OneSource tax software

Job description

Forvis Mazars, LLP is a trusted provider of private client tax services, serving individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs.

The Private Client Tax Senior Manager serves as a trusted advisor and member of client service teams, with deep knowledge of taxation compliance and wealth retention strategies. The role involves developing client relationships, leading engagements across personal, partnership, trust, and estate matters, coaching