Director, Tax
Forvis Mazars • Charlotte, North Carolina • Full Time
Posted on Mon, Jul 20, 2026
General information
Name Director, Tax Posting Title Director, Tax - Financial Services Ref # 2235794 Date Published Monday, September 15, 2025 City Charlotte State North Carolina Country United States Job Category Tax Advertised Location US-NC-Charlotte Working time Full TimeDescription & Requirements
The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client’s goals, offering reliable support through change, growth, and opportunity.What You Will Do:
- Guide a team in the preparation of income tax provision (ASC 740) calculations and reporting for public advisory clients
- Lead the planning and execution of tax compliance and advisory services for corporations (Forms 1120)
- Advise clients on technical financial services U.S. income tax concepts
- Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports
- Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards
- Build strong client relationships by identifying tax issues, delivering actionable insights, and offering strategic solutions
- Champion client service excellence, acting as a trusted advisor and fostering long-term partnerships
- Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team
- Delegate and oversee project tasks, ensuring timely and successful engagement delivery
- Optimize resource allocation and resolve scheduling conflicts to maintain workflow efficiency
- Drive business growth through strategic planning, client retention, and proactive business development
- Expand firm visibility and opportunities by representing the firm at industry events and networking forums
- Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes
- Drive thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities
Minimum Qualifications:
- Bachelor's Degree in Accounting, Taxation or related field
- 9+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
- Current and valid CPA (Certified Public Accountant) license
- Proficiency in Microsoft Office Suite
- Ability to work a hybrid schedule, typically averaging three days per week in the assigned office
- Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays
Preferred Qualifications:
- Master’s Degree in related field
- Deep experience in U.S. GAAP, including ASC 740 and business combinations
- 8+ years of tax and accounting experience in the financial services industry, specifically banking institutions
- Experience with tax technology platforms (OneSource Tax Provision, Corptax Provision or Longview)