Senior Private Client Tax Manager — Wealth Advisory

Forvis Mazars US; Austin (TX); In loco; USD 120.000 - 180.000; Tempo pieno

Descrizione del lavoro

Forvis Mazars, LLP is seeking a Senior Private Client Tax Manager to serve as a trusted advisor on tax compliance, consulting, and planning for individuals, families, and trusts. You will lead client relationships, contribute to proposals, and mentor tax staff while staying current on complex tax matters.

The role emphasizes advisory expertise, collaboration with Wealth Strategists, and ongoing development of private client services across generations and entities.

Competenze

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

Mansioni

• 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

Conoscenze

Client relationship development

Tax research

Team coaching

Project management

Formazione

Bachelor's or graduate degree in accounting/finance

CPA license or JD license

Strumenti

OneSource tax software

Descrizione del lavoro

Forvis Mazars, LLP is seeking a Senior Private Client Tax Manager to serve as a trusted advisor on tax compliance, consulting, and planning for individuals, families, and trusts. You will lead client relationships, contribute to proposals, and mentor tax staff while staying current on complex tax matters.

The role emphasizes advisory expertise, collaboration with Wealth Strategists, and ongoing development of private client services across generations and entities.