Senior Private Client Tax Manager — Wealth Strategy

Forvis Mazars US; Boston (MA); On-site; USD 124,000 - 209,000; Full time

Benefits offered by this job

Health plan

401(k)

Profit-sharing contributions

Flexible time off

Parental leave

Job summary

Forvis Mazars, LLP seeks a Private Client Tax Senior Manager to act as a trusted advisor across client service teams, handling tax compliance and consulting for high-net-worth individuals, trusts, estates, and foundations.

You will lead engagement teams, develop client relationships, and stay current on tax strategies, including planning for charitable entities. A CPA or JD is required, with 7+ years of experience.

Qualifications

• 7+ 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.
• 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.
• Maintaining functional expertise and understanding of 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.
• Effectively delegating responsibilities and monitoring engagement teams.

Skills

Client relationships

Tax compliance

Leadership

Research

Education

CPA license

J.D. degree

Tools

OneSource

Job description

Forvis Mazars, LLP seeks a Private Client Tax Senior Manager to act as a trusted advisor across client service teams, handling tax compliance and consulting for high-net-worth individuals, trusts, estates, and foundations.

You will lead engagement teams, develop client relationships, and stay current on tax strategies, including planning for charitable entities. A CPA or JD is required, with 7+ years of experience.