Tax Director - Private Client

Forvis Mazars, LLP; Los Angeles (CA); On-site; USD 147,000 - 261,000; Full time

Job summary

An established industry player is seeking a Tax Director for their Private Client division in Los Angeles. This role involves providing comprehensive tax compliance and advisory services to individuals and entities, while also managing client relationships and mentoring tax staff. The ideal candidate will have a strong background in public accounting with a focus on client service and effective communication. Join a dynamic team where your expertise will significantly impact clients and contribute to the firm's growth. This position offers a competitive salary and a supportive work environment that values professional development.

Benefits

401(K) Plan

Flexible Time Off

Parental Leave

Health Plan Benefits

Profit-Sharing Contributions

Qualifications

• 9+ years of experience in public accounting or related fields.
• Strong dedication to client service and effective communication skills.

Responsibilities

• Providing tax compliance and advisory services to private clients.
• Managing and developing client relationships and tax staff.

Skills

Tax Compliance

Tax Advisory Services

Client Relationship Management

Team Management

Technology Tools Proficiency

Researching Tax Issues

Effective Communication

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 #

2234852

Date Published

Friday, April 4, 2025

City

Los Angeles

State

California

Country

United States

Job Category

Tax

Office

Irvine CA (Forvis)

Advertised Location

US-CA-Irvine, US-CA-Los Angeles

Working time

Full Time

Description & Requirements

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

, #LI-LA

#LI-HL2

California Pay Transparency

Pursuant to the pay transparency laws of California, the salary range displayed is for the California market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

California Salary Range:

CA Minimum Salary (USD)

$ 147,000

CA Maximum Salary (USD)

$ 260,500

Los Angeles County and City Fair Chance Ordinance

Los Angeles County and City Fair Chance Ordinance", Forvis Mazars will consider for employment all qualified applicants, including those with criminal histories and conviction records, in a manner consistent with the requirements of applicable state and local laws, including but not limited to the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the LA County Fair Chance Ordinance, and the California Fair Chance Act." Please see the City of Los Angeles Fair Chance Ordinance and the Los Angeles County Fair Chance Ordinance notice for more information.