Manager, Tax

General information

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. 

What You Will Do:

• Manage tax compliance and advisory services for individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
• 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
• Engage proactively with senior client stakeholders to identify tax issues, offer insights, and implement practical solutions
• Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success
• Support client growth and retention through strategic planning and business development
• Contribute to business development by helping with proposals, showcasing firm value, and supporting client acquisition
• Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team
• Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements
• Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes
• Contribute to thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities
• Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities

Minimum Qualifications

• Bachelor's Degree in Accounting, Taxation or related field
• 5+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
• 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