Manager, Tax

Forvis Mazars•Charlotte, NC

13d

About The Position

The Tax team helps clients navigate complex tax matters by providing practical, forward-thinking guidance tailored to their goals. The Manager, Tax manages tax compliance and advisory engagements across a variety of industries, serves as a trusted client advisor, and supports business development and the growth of a high-performing tax team. The role also contributes to firm-wide technical knowledge through publications and training.

Requirements

Bachelor's degree in Accounting, Taxation, or a related field.
At least 5 years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting.
CPA license.
Proficiency in Microsoft Office Suite.
Flexibility to travel for client engagements and internal meetings, including travel that may involve overnight stays.

Nice To Haves

Master’s degree in a related field.

Responsibilities

Manage tax compliance and advisory services for individuals (Forms 1040 and 1040-NR), partnerships (Form 1065), and corporations (Forms 1120 and 1120-S) 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.
Engage with senior client stakeholders to identify tax issues, provide insights, and implement practical solutions.
Promote client service excellence through responsiveness and quality, building long-term relationships as a trusted advisor and strategic partner.
Support client growth and retention through strategic planning and business development.
Assist with proposals, communicate the firm's value, and support client acquisition.
Mentor and manage tax professionals, including coaching, performance feedback, and career development support.
Manage resources, budgets, and project workflows to address scheduling conflicts and deliver engagements on time and cost-effectively.
Maintain technical expertise through Continuing Professional Education (CPE) and keep current with industry trends and regulatory changes.
Author technical publications and lead internal training sessions.
Represent the firm at industry events and networking forums to enhance brand visibility and develop business opportunities.