What are the responsibilities and job description for the Managing Director, Tax - Private Client position at Forvis Mazars, LLP?
General information
Name
Managing Director, Tax
Posting Title
Managing Director, Tax - Private Client
Ref #
2235735
Date Published
Thursday, September 4, 2025
City
Atlanta
State
Georgia
Country
United States
Job Category
Tax
Advertised Location
US-FL-Boca Raton, US-FL-Miami, US-FL-Tampa Bay, US-GA-Atlanta, US-IN-Indianapolis, US-NC-Charlotte, US-TX-Austin, US-TX-San Antonio
Working time
Full Time
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 expands your flexibility to help clients grow, preserve, and protect wealth.
The Private Client Tax Managing 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, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Managing Director participates in client development and team management and conducts research to be 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 further expand business opportunities and client relationships
- As a highly impactful team member, maintaining functional expertise and understanding of a client's business or family structure is essential to addressing 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 efforts of engagement teams
- Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology
- Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
Minimum Qualifications:
- Bachelor's Degree in Accounting, Taxation or related field
- 11 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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FORVIS, LLP is an equal opportunity/affirmative action employer. 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, or other protected classifications.