Senior Private Client Tax Leader – Estates & Wealth

Forvis Mazars US; Austin (TX); In loco; USD 140.000 - 190.000; Tempo pieno

Descrizione del lavoro

Forvis Mazars, LLP seeks a Private Client Tax Senior Manager to lead tax compliance and advisory services for ultra-high net worth clients, including individuals, trusts, estates, and foundations. You will partner with wealth planners, expand the client base, and guide tax teams to deliver sophisticated planning strategies.

The role emphasizes leadership, development of client relationships, research proficiency, and leveraging technology to improve processes and outcomes.

Competenze

• 7+ years in public accounting, law firm, or trust department.
• CPA or JD with bar admission required.
• Experience managing multiple engagements.

Mansioni

• Provide tax compliance and advisory services for individuals, trusts, estates, and foundations.
• Develop and manage client relationships and participate in proposal processes.
• Network to expand business opportunities and client base.
• Mentor and coach professional staff; review engagements and delegate tasks.
• Research complex tax issues and clearly communicate findings.

Conoscenze

Tax advisory

Client relationships

Team leadership

Communication

Formazione

Bachelor's in accounting/finance

CPA or JD

Master's in Taxation (preferred)

Strumenti

OneSource tax software

Descrizione del lavoro

Forvis Mazars, LLP seeks a Private Client Tax Senior Manager to lead tax compliance and advisory services for ultra-high net worth clients, including individuals, trusts, estates, and foundations. You will partner with wealth planners, expand the client base, and guide tax teams to deliver sophisticated planning strategies.

The role emphasizes leadership, development of client relationships, research proficiency, and leveraging technology to improve processes and outcomes.