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Tax Director | Private Client

1 month ago

Atlanta, Georgia, United States Forvis Mazars, LLP Full time

Job Summary

Forvis Mazars' Private Client tax 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, gift, wealth retention strategies, and charitable entities managed by ultra-high net worth clients.

Key Responsibilities

  • 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 further 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, 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

  • 9 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