Manager, Tax - Private Client

FORVIS, LLP•Charlotte, NC

45d

About The Position

As a Tax Manager at Forvis Mazars, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses and industries. If relationships are important to you, and you identify with the People First culture at Forvis Mazars, we would like to hear from you!

Requirements

5 years or more of public accounting experience
3 years or more of servicing high net worth clients, with complex investments and succession planning strategies
CPA license
Bachelor's degree in Accounting or related field

Nice To Haves

Master's degree in Taxation or Law degree
Experience with CCH Axcess
Experience managing multiple client engagements
A keen sense of ownership for delivering ultra-responsive Client Service
Excellent supervisory, team building, and time management skills

Responsibilities

Manage a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies and small business clientele
Act as technical reviewer of all individuals, estate, gift, and trust tax returns and tax research projects prepared by associates and seniors in a high volume, fast paced environment
Supervise tax associates and seniors including participation in their training and growth.
Prepare advanced estate planning projects for unique client situations
Manage the workflow, including proper delegation to staff according to their experience, and coordination with senior managers and partners on all phases of the engagement
Proactive effort to develop new business with both current and prospective clients
Delegate work to staff according to their experience and capabilities in conformance with the planning documents described above
Provide overall leadership, supervision, training, and performance feedback to staff
Review the tax working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the engagement letter
Review trust documents and prepare a trust summary document to assist with trust administration