Tax Manager | Private Client

Forvis Mazars, LLP; Kansas City (MO); On-site; USD 80,000 - 120,000; Full time

Job summary

Forvis Mazars, LLP is seeking a Tax Manager for their Private Client services based in Kansas City. This role involves providing advanced tax compliance and advisory services to high-net-worth clients, managing client relationships, and contributing to team management. Ideal candidates should have strong experience in public accounting or a law firm, with a dedication to client service and exceptional communication skills.

Qualifications

• 5 years or more of related experience in public accounting, law firm, or trust department.
• Experience managing multiple client engagements.

Responsibilities

• Providing tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations.
• Reviewing and managing projects prepared by tax associates and seniors.
• Successfully researching complex tax issues.

Skills

Client service dedication

Time management

Effective communication

Education

Bachelor or graduate degree in accounting, finance, or a related field

CPA license or J.D. degree and bar admission

Job description

General information

Name

Tax - Manager - Private Client

Posting Title

Tax Manager | Private Client

Ref #

2235001

Date Published

Tuesday, May 13, 2025

City

Kansas City

State

Missouri

Country

United States

Job Category

Tax

Office

Kansas City MO (Forvis)

Advertised Location

US-MO-Kansas City

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 expands your flexibility to help clients grow, preserve, and protect wealth. The Private Client Tax Manager 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, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Manager 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 and 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:

• 5 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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