Description & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expand your flexibility to help clients grow, preserve and protect wealth.
The Private Client Tax Director 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, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Director participates in client development, and team management, and conducts research to be current as a subject matter expert.
What You Will Do: - Lead the planning and execution of tax compliance and advisory services for individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
- Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports
- Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards
- Build strong client relationships by identifying tax issues, delivering actionable insights, and offering strategic solutions
- Champion client service excellence, acting as a trusted advisor and fostering long-term partnerships
- Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team
- Delegate and oversee project tasks, ensuring timely and successful engagement delivery
- Optimize resource allocation and resolve scheduling conflicts to maintain workflow efficiency
- Drive business growth through strategic planning, client retention, and proactive business development
- Expand firm visibility and opportunities by representing the firm at industry events and networking forums
- Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes
- Drive thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities
Minimum Qualifications: - Bachelor's Degree in Accounting, Taxation or related field
- 9+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
- Current and valid CPA (Certified Public Accountant) license
- Proficiency in Microsoft Office Suite
- Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.
Preferred Qualifications: - Master's Degree in related field
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