🚀 Senior Manager, Tax - Private Client

Overview

Join to apply for the Senior Manager, Tax - Private Client role at Forvis Mazars US .

What You Will Do

• Provide tax compliance and tax advisory services to individuals, trusts, estates, and private foundations with an emphasis on sophisticated individual, fiduciary, gift, and estate tax matters.
• Help in developing, building, and managing client relationships as part of the proposal process.
• Participate in networking activities to further expand business opportunities and client relationships.
• Assist in managing, developing, and coaching professional tax staff.
• Review returns prepared by tax associates and seniors.
• Effectively delegating responsibilities to others and monitoring the efforts of engagement teams.
• Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology.
• Research complex tax issues, applying findings to projects, and clearly communicating those findings in writing.

Minimum Qualifications

• 7+ years of related experience in public accounting, law firm, or trust department.
• Bachelor's 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 related field