Senior Private Client Tax Leader

Forvis Mazars, LLP; Louisville (KY); On-site; USD 150,000 - 230,000; Full time

Job summary

Forvis Mazars, LLP in Louisville, KY seeks a Private Client Tax Senior Manager to lead tax compliance and consulting for high-net-worth individuals, families, and fiduciaries. You will develop client relationships, mentor staff, and participate in business-development activities.

The ideal candidate has 7+ years in public accounting or related fields, CPA or JD, and proven experience managing multiple engagements while delivering sophisticated planning and wealth retention strategies.

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

Client relationships

Education

Bachelor’s or graduate degree in accounting/finance

CPA license or JD degree

Tools

OneSource

Job description

Forvis Mazars, LLP in Louisville, KY seeks a Private Client Tax Senior Manager to lead tax compliance and consulting for high-net-worth individuals, families, and fiduciaries. You will develop client relationships, mentor staff, and participate in business-development activities.

The ideal candidate has 7+ years in public accounting or related fields, CPA or JD, and proven experience managing multiple engagements while delivering sophisticated planning and wealth retention strategies.