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Tax Manager

4 weeks 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 protect their wealth.

The ideal candidate will possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies. You will participate in client development and team management, conducting research to stay current as a subject matter expert.

Key responsibilities include:

  • Providing tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations
  • Developing and managing client relationships as part of the proposal process
  • Participating in networking activities to expand business opportunities and client relationships
  • Maintaining functional expertise and understanding of a client's business or family structure to address 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 individuals who possess:

  • Dedication to client service
  • Excellent supervisory and time management skills
  • Effective communication and listening skills, enhancing problem-solving and communication for client, team, and operational performance
  • A built community of external advisors with which to network

Minimum qualifications include:

  • 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