Managing Director, Tax - Private Client

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 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, 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

• 11 years or more of related experience in public accounting, law firm, or trust department
  
  
• Bachelor or graduate degree in accounting, finance, or a 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
  
  
  
  

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New York City Pay Transparency

Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, 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.

New York Salary Range

NY Minimum Salary (USD)

$ 215,300

NY Maximum Salary (USD)

$ 364,320

New Jersey Wage Transparency

Pursuant to New Jersey's Pay Transparency Law, the salary range displayed is for the New Jersey 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.

NJ Minimum Salary (USD)

$ 215300

NJ Maximum Salary (USD)

$ 364320