Tax Director | Private Client

Forvis Mazars, LLP; Atlanta (GA); On-site; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Tax Director for their Private Client division. This role involves providing sophisticated tax compliance and advisory services to high-net-worth individuals and families. The ideal candidate will possess extensive knowledge in taxation compliance, manage client engagements, and lead a team of tax professionals. You will be pivotal in expanding client relationships through networking and providing expert guidance on complex tax matters. Join a forward-thinking firm that values dedication to client service and offers a collaborative environment for professional growth.

Qualifications

• 9+ years of experience in public accounting or law firm.
• CPA license or J.D. degree with bar admission required.

Responsibilities

• Provide tax compliance and advisory services to clients.
• Manage and develop client relationships effectively.
• Research complex tax issues and communicate findings.

Skills

Tax Compliance

Tax Advisory Services

Client Relationship Management

Project Management

Research Skills

Supervisory Skills

Communication Skills

Education

Bachelor's Degree in Accounting

Graduate Degree in Finance

CPA License

J.D. Degree

Tools

Tax Software

Job description

General information

Name

Tax - Director - Private Client

Posting Title

Tax Director | Private Client

Ref #

2234718

Date Published

Tuesday, March 11, 2025

City

Atlanta

State

Georgia

Country

United States

Job Category

Tax

Office

Atlanta GA (Forvis)

Advertised Location

US-GA-Atlanta

Working time

Full Time

Description & Requirements

Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expand your flexibility to help clients grow, preserve and protect wealth. The Private Client Tax Director serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Director participates in client development, and team management, and conducts research to be current as a subject matter expert.

How you will contribute:

• 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, 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

We are looking for people who have Forward Vision and:

• Dedication to client service
• Excellent supervisory and time management skills
• Exhibit effective communication and listening skills enhancing problem-solving and communication for client, team, and operational performance
• Built a community of external advisors with which to network

Minimum Qualifications:

• 9 years or more 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

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