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Tax Manager | Private Client

2 months ago

Springfield, United States Forvis Mazars, LLP 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.

The Tax Manager serves as a trusted advisor and member of various client service teams. You must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies and charitable entities managed by ultra-high net worth clients. You will also participate in client development, and team management, and conduct research to be current as a subject matter expert.

How you will contribute:

Providing tax compliance and tax advisory services to individuals, trusts, estates, and private foundations with an emphasis on sophisticated individual, fiduciary, gift, and estate tax matters

Helping in developing, building, and managing client relationships as part of the proposal process

Participating in networking activities to further expand business opportunities and client relationships.

Assisting in managing, developing, and coaching professional tax staff

Reviewing returns 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 with Forward Vision and:

Dedication to client service

An ability to maintain functional expertise and understanding of a client's business or family structure, which is essential to addressing client concerns and challenges

Excellent supervisory and time management skills

The ability to exhibit effective communication and listening skills to enhance problem-solving for our clients, team, and operational performance

Minimum Qualifications:

5 years of related experience in public accounting, law firm, or trust department

Bachelor's or graduate degree in accounting, finance, or related field

CPA license or J.D. degree and bar admission

Experience managing multiple client engagements

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