Tax Director - Private Client

Forvis Mazars US; Charlotte (NC); On-site; USD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a dedicated Private Client Tax Director to provide exceptional tax compliance and advisory services. This role involves managing client relationships, leading a team of tax professionals, and leveraging technology to enhance service delivery. As a trusted advisor, you will navigate complex tax issues for ultra-high net worth clients, ensuring their wealth is preserved and protected. Join a collaborative environment where your expertise in taxation will make a significant impact on client success and satisfaction. This is a fantastic opportunity to grow your career and contribute to a forward-thinking firm committed to excellence.

Qualifications

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

Responsibilities

• Provide tax compliance and advisory services to clients.
• Manage and develop client relationships effectively.

Skills

Tax Compliance

Client Relationship Management

Supervisory Skills

Problem-Solving Skills

Effective Communication

Education

Bachelor's Degree in Accounting

J.D. Degree

Tools

Tax Software

Job description

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
• Bachelors or graduate degree in accounting, finance, or related field
• CPA license or J.D. degree and bar admission
• Experience managing multiple client engagements

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