Director, Tax - Private Client

Forvis Mazars, LLP•Dallas, TX

About The Position

The Private Client Tax Director serves as a trusted advisor and member of client service teams, providing tax compliance, consulting, and planning for individuals, multi-generational families, fiduciaries, and ultra-high-net-worth clients. The role requires significant knowledge of personal, partnership, trust, estate, gift, wealth-retention, and charitable-entity taxation. The director contributes to client development and team management, conducts tax research, and maintains subject-matter expertise. The director leads tax compliance and advisory engagements, reviews tax returns, researches complex matters, and communicates findings through clear written reports. The position also involves building and maintaining client relationships, mentoring and managing tax professionals, overseeing project delivery and resource allocation, driving business growth and firm visibility, and contributing to thought leadership and internal training. Ongoing CPE is required to maintain technical expertise and stay current with industry and regulatory changes.

Requirements

Bachelor's degree in Accounting, Taxation, or a related field.
At least 9 years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting.
Current and valid Certified Public Accountant (CPA) license.
Proficiency in Microsoft Office Suite.
Flexibility to travel for client engagements and internal meetings, potentially including overnight stays.

Nice To Haves

Master’s degree in a related field.

Responsibilities

Lead planning and execution of tax compliance and advisory services for individuals, partnerships, and corporations across a variety of industries.
Research complex tax matters, apply findings to client engagements, and communicate conclusions in well-structured written reports.
Review tax returns prepared by other staff for accuracy and regulatory compliance.
Identify client tax issues, deliver actionable insights, and offer strategic solutions.
Provide excellent client service and act as a trusted advisor, fostering long-term partnerships.
Mentor and manage tax professionals through coaching, performance feedback, and career development support.
Delegate and oversee project tasks to ensure timely and successful engagement delivery.
Optimize resource allocation and resolve scheduling conflicts.
Drive business growth through strategic planning, client retention, and business development.
Represent the firm at industry events and networking forums.
Maintain technical expertise through continuing professional education and keep current with industry trends and regulatory changes.
Author technical publications and lead internal training sessions.