Tax Manager

4 days ago


Nashville, Tennessee, United States Forvis Mazars, LLP Full time
Private Client Tax Manager

Forvis 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 wealth.

Key Responsibilities:
  • Providing tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations
  • Developing and managing client relationships through 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
Requirements:
  • 5+ years 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

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