Manager, Tax - Private Client
About The Position
The Private Client Tax Manager serves as a trusted advisor and member of client service teams, providing tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and other clients, including ultra-high-net-worth clients. The role requires significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, wealth retention strategies, and charitable entities. The manager participates in client development and team management and conducts research to remain current as a subject matter expert. Forvis Mazars' Private Client tax advisors include CPAs and JDs and collaborate with financial planners, Wealth Strategists, and Innovation teams to help clients grow, preserve, and protect wealth. The position is based in the advertised Austin and San Antonio locations in Texas.
Requirements
- At least 5 years of related experience in public accounting, a law firm, or a trust department.
- Bachelor's or graduate degree in accounting, finance, or a related field.
- CPA license or J.D. degree and bar admission.
- Experience managing multiple client engagements.
Nice To Haves
- Master's degree in Taxation or a law degree.
- Experience with OneSource tax software.
Responsibilities
- Provide tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations.
- Develop, build, and manage client relationships as part of the proposal process.
- Participate in networking activities to expand business opportunities and client relationships.
- Maintain functional expertise and understanding of a client's business or family structure to address client concerns and challenges.
- Assist with managing, developing, and coaching professional tax staff.
- Review and manage projects prepared by tax associates and seniors.
- Delegate responsibilities effectively and monitor engagement-team efforts.
- Use technology tools proficiently in regular assignments and improve work processes through technology.
- Research complex tax issues, apply findings to projects, and communicate findings clearly in writing.
- Participate in client development and team management and conduct research to remain current as a subject matter expert.
Benefits
- Robust total rewards program.
- Flexible work environment.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
