Current jobs related to Tax Manager | Private Client - Nashville - FORVIS

  • Tax Manager | Private Client

    3 days ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    Forvis Mazars' Private Client team is seeking a highly skilled Tax Manager to 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...

  • Tax Manager

    1 month ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    Private Client Tax ManagerForvis 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...

  • Tax Manager

    3 days ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    Job SummaryAs a Tax Manager - Private Client Advisor at Forvis Mazars, LLP, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs, and we partner with financial planners, Wealth Strategists, and Innovation teams to expand your...

  • Tax Manager

    7 days ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    As a Private Client Tax Manager at Forvis Mazars, LLP, you will provide sophisticated tax compliance, consulting, and planning services to high net worth individuals, families, and fiduciaries. You will work closely with our financial planners, Wealth Strategists, and Innovation teams to deliver tailored solutions that help clients grow, preserve, and...

  • Tax Director | Private Client

    6 days ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    Forvis Mazars' Private Client team is seeking a highly skilled Tax Director to provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. The ideal candidate will possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate,...

  • Tax Senior Associate | Private Client

    1 week ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    Job SummaryForvis 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 ability to help clients grow,...

  • Tax Senior Associate

    1 week ago

    Nashville, Tennessee, United States FORVIS Full time

    Job SummaryWe are seeking a highly skilled Tax Senior Associate to join our Private Client team at Forvis. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, families, and fiduciaries.Our team includes CPAs and JDs who work closely with financial planners, Wealth Strategists, and Innovation...

  • Tax Manager

    1 month ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    Private Client Tax ManagerForvis 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 financial planners, Wealth Strategists, and Innovation teams to expand flexibility and help...

  • Tax Manager

    1 week ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    Private Client Tax ManagerForvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to high net worth individuals, families, and fiduciaries. Our team includes CPAs and JDs who partner with financial planners, Wealth Strategists, and Innovation teams to help clients grow, preserve, and protect their...

  • Tax Manager

    4 weeks ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    Job Title: Tax ManagerForvis Mazars, LLP is seeking a highly skilled Tax Manager to join our Private Client team. As a Tax Manager, you will be responsible for providing sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.Key Responsibilities:Provide tax compliance and tax...

  • Tax Manager

    4 weeks ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    Job Title: Tax ManagerForvis Mazars, LLP is seeking a highly skilled Tax Manager to join our Private Client team. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.Key Responsibilities:Providing tax compliance and advisory services to...

  • Tax Consultant

    2 days ago

    Nashville, Tennessee, United States Tax Management Associates Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Tax Consultant to join our Audit Support team. The ideal candidate will have a strong working knowledge of Microsoft Word and Excel, as well as excellent data entry skills.Key ResponsibilitiesAnswer client requests and taxpayer inquiries via phone and email.Schedule audit appointments for...

  • Tax Manager

    3 weeks ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    Job Title: Tax ManagerForvis Mazars, LLP is seeking a highly skilled Tax Manager to join our Private Client team. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.About the Role:Provide tax compliance and advisory services to individuals,...

  • Private Client Administrator

    2 weeks ago

    Nashville, United States AllianceBernstein Holding L.P. Full time

    Who We Are:As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is...

  • Private Client Administrator

    4 weeks ago

    Nashville, United States AllianceBernstein Holding L.P. Full time

    Who We Are: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is...

  • Senior Tax Manager

    1 week ago

    Nashville, Tennessee, United States CyberCoders Full time

    Job Title: Tax ManagerWe are seeking a highly skilled Tax Manager to join our team at CyberCoders. As a Tax Manager, you will be responsible for preparing and reviewing complex tax returns, managing multiple engagements for multiple clients, and training and mentoring a team of employees.Key Responsibilities:Prepare and review complex tax returns, including...

  • Tax Services Manager

    1 week ago

    Nashville, Tennessee, United States KPMG Full time

    Business Title: Manager, Business Tax Services - Private EnterpriseRequisition Number:Function: Tax ServicesArea of Interest:State:TNCity: NashvilleDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive...

  • Tax Services Manager

    1 month ago

    Nashville, Tennessee, United States KPMG Full time

    Business Title: Manager, Business Tax Services - Private EnterpriseAt KPMG, we are seeking a highly skilled Manager to join our Business Tax Services practice. As a key member of our team, you will be responsible for delivering high-quality tax services and advice to our clients.Key Responsibilities:Advise clients on complex tax matters and develop...

  • Private Client Operations Specialist

    4 weeks ago

    Nashville, Tennessee, United States AllianceBernstein Holding L.P. Full time

    About AllianceBernsteinWe are a leading global investment management firm, dedicated to helping our clients navigate the complexities of capital markets. Our mission is to provide high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients worldwide.About the RoleThe Private Client...

  • Manager, International Tax

    3 weeks ago

    Nashville, United States Deloitte Full time

    Position Summary Are you a strategic thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like “cross border investment advisory” and “fund formation, hold, and exit reporting and consulting” peak your interest? Do you enjoy providing tax consulting and compliance services to U.S and foreign...

Tax Manager | Private Client

2 months ago

Nashville, United States FORVIS 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

#LI-KVILLE, #LI-MEM, #LI-NASH

#LI-JB2

Los Angeles County and City Fair Chance Ordinance\