Tax Director

5 days ago


Charlotte, North Carolina, United States FORVIS Full time
Private Client Tax Director

As a trusted advisor to high-net-worth individuals and families, the Private Client Tax Director at Forvis Mazars plays a critical role in providing sophisticated tax compliance, consulting, and planning services. This position requires significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies, and charitable entities.

Key Responsibilities:
  • Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations
  • Develop and manage client relationships through the proposal process
  • Participate in networking activities to expand business opportunities and client relationships
  • Maintain functional expertise and understanding of a client's business or family structure to address client concerns and challenges
  • Assist in managing, developing, and coaching professional tax staff
  • Review and manage projects prepared by tax associates and seniors
  • Effectively delegate responsibilities to others and monitor engagement team efforts
  • Use technology tools in regular assignments and demonstrate a commitment to improving work processes
  • Research complex tax issues, apply findings to projects, and clearly communicate those findings in writing
Requirements:
  • 9+ 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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