Tax Manager | Private Client

2 days ago


Louisville, Kentucky, United States Forvis Mazars, LLP Full time
About the Role

We are seeking a highly skilled Tax Manager to join our Private Client team at Forvis Mazars, LLP. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.

Key Responsibilities
  • Provide tax compliance and advisory services to individuals, trusts, estates, and private foundations with a focus on complex individual, fiduciary, gift, and estate tax matters.
  • Develop and maintain client relationships through proposal development and networking activities.
  • Manage and develop professional tax staff, reviewing returns prepared by associates and seniors.
  • Effectively delegate responsibilities, monitor engagement team efforts, and utilize technology tools to improve work processes.
  • Research complex tax issues, apply findings to projects, and communicate results clearly in writing.
Requirements
  • 5+ years of 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.

We value professionals with a dedication to client service, functional expertise, and excellent supervisory and time management skills. If you are a subject matter expert with a passion for delivering exceptional results, we encourage you to apply.



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