Senior Manager, Tax - Private Client

Forvis Mazars, LLP•Austin, TX

About The Position

Forvis Mazars' Private Client tax advisors provide tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and others. The Private Client Tax Senior Manager serves as a trusted advisor and member of client service teams, applying significant knowledge of tax compliance and consulting for personal, partnership, trust, estate, gift, and wealth-retention matters, as well as charitable entities managed by ultra-high-net-worth clients. The role also involves client development, team management, and research to maintain subject-matter expertise. The position provides tax compliance and advisory services, develops client relationships, and supports business development through networking. The Senior Manager helps manage, develop, and coach tax professionals; reviews and manages their work; delegates responsibilities; and monitors engagement teams. The role requires understanding clients’ businesses or family structures, using technology effectively, improving work processes, and researching and communicating complex tax issues. The position is full-time and advertised for Austin and San Antonio, Texas.

Requirements

At least 7 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 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 understand clients’ businesses or family structures to address their 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 in regular assignments and improve work processes through technology.
Research complex tax issues, apply findings to projects, and clearly communicate findings in writing.
Conduct research to stay current as a subject-matter expert.
Participate in client development and team management.