Job Overview
Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Professionals include CPAs and JDs. Partnering with financial planners, Wealth Strategists, and Innovation teams expands flexibility to help clients grow, preserve, and protect wealth.
Position Summary
The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The manager participates in client development, team management, and conducts research to stay current as a subject matter expert.
What You Will Do
- Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations
- Developing, building, and managing client relationships as part of the proposal process
- Participating in networking activities to expand business opportunities and client relationships
- Maintaining functional expertise and understanding of a client's business or family structure to address client concerns and challenges
- Assisting with managing, developing, and coaching professional tax staff
- Reviewing and managing projects prepared by tax associates and seniors
- Effectively delegating responsibilities to others and monitoring engagement teams
- Proficiently using technology tools and demonstrating commitment to improving work processes through technology
- Researching complex tax issues, applying findings to projects, and communicating findings in writing
Minimum Qualifications
- 5 years or more of related experience in public accounting, law firm, or trust department
- Bachelor or graduate degree in accounting, finance, or related field
- CPA license or J.D. degree and bar admission
- Experience managing multiple client engagements
Preferred Qualifications
- Master's degree in Taxation or Law degree
- Experience with OneSource tax software
Benefits
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well‑being. To explore what makes working at Forvis Mazars special, visit
Legal Notice
Forvis Mazars, LLP is an equal‑opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
Virginia Wage Transparency
Pursuant to Virginia’s Equal Pay Law, the salary range displayed is for the Virginia market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non‑exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility‑based and could include group health plan benefits, 401(K), profit‑sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
VA Minimum Salary (USD) $118,700; VA Maximum Salary (USD) $197,800.
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