Senior Private Client Tax Manager

Forvis Mazars, LLP; Boston (MA); On-site; USD 109,000 - 160,000; Full time

Benefits offered by this job

Flexible work environment

Total rewards program

Equal opportunity employer

Job summary

Forvis Mazars, LLP in Boston, MA is seeking a Manager, Tax - Private Client to lead tax compliance and advisory services for individuals, partnerships, trusts, estates, and private foundations. The role emphasizes client relationship development, team mentoring, and delivering sophisticated tax planning for ultra-high net worth families.

You will work on cross-functional teams, leverage technology to improve processes, and stay current on complex tax issues.

Qualifications

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

Responsibilities

• Providing tax compliance and 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

Client relationship management

Tax advisory

Education

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

CPA license or J.D. degree

Tools

OneSource tax

Job description

Forvis Mazars, LLP in Boston, MA is seeking a Manager, Tax - Private Client to lead tax compliance and advisory services for individuals, partnerships, trusts, estates, and private foundations. The role emphasizes client relationship development, team mentoring, and delivering sophisticated tax planning for ultra-high net worth families.

You will work on cross-functional teams, leverage technology to improve processes, and stay current on complex tax issues.