Tax Managing Director, Private Client Advisory

Forvis Mazars US; Tampa (FL); On-site; USD 180,000 - 260,000; Full time

Job summary

Forvis Mazars US is seeking a Private Client Tax Managing Director in the Tampa area. The role requires deep knowledge of taxation compliance and consulting for individuals, trusts, estates, and ultra-high net worth clients.

You will lead client teams, develop business opportunities, and mentor staff while delivering strategic tax advice and research-based solutions. The successful candidate will have extensive experience in public accounting or law firms, with CPA or JD/bar qualifications, and

Qualifications

• 11 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

Responsibilities

• 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
• Maintaining functional expertise and understanding of a client's business or family structure to address client concerns
• Assisting with managing, developing, and coaching professional tax staff
• Reviewing and managing projects prepared by tax associates and seniors
• Delegating responsibilities to others and monitoring engagement teams
• Using technology tools in regular assignments and improving work processes through technology
• Researching complex tax issues, applying findings to projects, and communicating findings in writing

Skills

Tax compliance expertise

Client relationship management

Team coaching

Project management

Researching complex tax issues

Education

Bachelor's or graduate degree in accounting/finance

CPA license or JD and bar admission

Tools

OneSource tax software

Job description

Forvis Mazars US is seeking a Private Client Tax Managing Director in the Tampa area. The role requires deep knowledge of taxation compliance and consulting for individuals, trusts, estates, and ultra-high net worth clients.

You will lead client teams, develop business opportunities, and mentor staff while delivering strategic tax advice and research-based solutions. The successful candidate will have extensive experience in public accounting or law firms, with CPA or JD/bar qualifications, and