Tax Director - Private Client

Forvis Mazars, LLP; Charlotte (NC); 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 ultra-high-net-worth clients, ensuring their wealth is preserved and protected. As a trusted advisor, you'll manage client relationships, lead a team of tax professionals, and navigate complex tax issues with confidence. If you're dedicated to client service and possess strong supervisory and communication skills, this is an exciting opportunity to make a significant impact in a dynamic environment.

Qualifications

• 9+ years of experience in public accounting or law firm.
• Expertise in tax compliance and advisory services.
• Proficient in managing client relationships.

Responsibilities

• Provide tax compliance and advisory services to high-net-worth individuals.
• Manage and develop client relationships and proposals.
• Lead and coach professional tax staff in project management.

Skills

Tax Compliance

Client Relationship Management

Supervisory Skills

Communication Skills

Problem-Solving

Education

Bachelor's Degree in Accounting

Graduate Degree in Finance

CPA License

J.D. Degree

Job description

General information

Name

Tax - Director - Private Client

Posting Title

Tax Director - Private Client

Ref #

2234813

Date Published

Wednesday, April 2, 2025

City

Charlotte

State

North Carolina

Country

United States

Job Category

Tax

Office

Charlotte NC (Forvis)

Advertised Location

US-NC-Charlotte, US-NC-Charlotte

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
• 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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