Senior Private Client Tax Manager

Forvis-Mazars; Charlotte (NC); On-site; USD 120,000 - 200,000; Full time

Job summary

Forvis Mazars—Private Client Tax is seeking a Senior Tax Manager to serve as a trusted advisor on personal, partnership, trust, and estate matters. Lead client relationships, manage engagements, and coach tax staff while delivering sophisticated tax solutions to ultra-high net worth clients.

The role emphasizes compliance, planning, and research, with collaboration across tax professionals and wealth teams to grow client opportunities and drive value for the firm.

Qualifications

• 5+ years 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.

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 expand business opportunities and client relationships.
• As a team member, understanding a client's business or family structure to address client concerns.
• Assisting with managing, developing, and coaching professional tax staff.
• Reviewing and managing projects prepared by tax associates and seniors.
• Delegating responsibilities to others and monitoring engagement teams.
• Using technology tools and improving work processes through tech.

Skills

Client relationships

Tax compliance

Team coaching

Engagement management

Research() tax issues

Education

Bachelor or graduate degree in accounting, finance, or related field

CPA license or J.D. degree and bar admission

Tools

OneSource tax software

Job description

Forvis Mazars—Private Client Tax is seeking a Senior Tax Manager to serve as a trusted advisor on personal, partnership, trust, and estate matters. Lead client relationships, manage engagements, and coach tax staff while delivering sophisticated tax solutions to ultra-high net worth clients.

The role emphasizes compliance, planning, and research, with collaboration across tax professionals and wealth teams to grow client opportunities and drive value for the firm.