Demo

Manager, Tax - Financial Services

Forvis Mazars US
Charlotte, NC Full Time
POSTED ON 9/25/2026
AVAILABLE BEFORE 11/17/2026
Description & Requirements

As a Tax Manager at Forvis Mazars, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses and industries. If relationships are important to you, and you identify with the People First culture at Forvis Mazars, we would like to hear from you!

What You Will Do

  • Manage tax advisory services, tax compliance, and tax provision to pass-through and C-corporation entities

  • 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

  • Engage proactively with senior client stakeholders to identify tax issues, offer insights, and implement practical solutions

  • Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success

  • Support client growth and retention through strategic planning and business development

  • Contribute to business development by helping with proposals, showcasing firm value, and supporting client acquisition

  • Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team

  • Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements

  • Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes

  • Contribute to thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities

  • Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities



Minimum Qualifications

  • Bachelor's Degree in Accounting, Taxation or related field

  • 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

  • Ability to work a hybrid schedule, typically averaging three days per week in the assigned office

  • Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.



Preferred Qualifications

  • Master's degree in related field

  • Experience with OneSource Tax products



About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000 team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

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.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

Salary.com Estimation for Manager, Tax - Financial Services in Charlotte, NC
$128,894 to $157,926
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Manager, Tax - Financial Services?

Sign up to receive alerts about other jobs on the Manager, Tax - Financial Services career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$141,735 - $180,909
Income Estimation: 
$186,150 - $261,080
Income Estimation: 
$202,368 - $292,394
Income Estimation: 
$186,751 - $256,970
Income Estimation: 
$174,945 - $229,966
Income Estimation: 
$152,615 - $211,890
Income Estimation: 
$186,150 - $261,080
Income Estimation: 
$202,368 - $292,394
Income Estimation: 
$186,751 - $256,970
Income Estimation: 
$174,945 - $229,966
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Forvis Mazars US

  • Forvis Mazars US Seattle, WA
  • Description & Requirements The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers pra... more
  • 2 Days Ago

  • Forvis Mazars US St Louis, MO
  • Description & Requirements The Healthcare team drives value-based care by helping providers and payors navigate a complex, evolving landscape. With deep ex... more
  • 2 Days Ago

  • Forvis Mazars US Springfield, MO
  • Description & Requirements Forvis Mazars Wealth Advisors delivers personalized financial strategies for high-net-worth individuals, families, and instituti... more
  • 2 Days Ago

  • Forvis Mazars US Springfield, MO
  • Description & Requirements The Practice Management Coordinator plays a key role in supporting the firm's practice management functions. In collaboration wi... more
  • 2 Days Ago


Not the job you're looking for? Here are some other Manager, Tax - Financial Services jobs in the Charlotte, NC area that may be a better fit.

  • Forvis Mazars US Charlotte, NC
  • Description & Requirements The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers pra... more
  • 1 Month Ago

  • Elevated Financial & Tax Charlotte, NC
  • Job Title: Tax Associate Location: Charlotte, NC (In-Office) Job Type: Full-Time, Year-Round Compensation: Commensurate with experience About Us: Elevated ... more
  • 8 Days Ago

AI Assistant is available now!

Feel free to start your new journey!