Manager, Tax - Private Client jobs in United States
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Forvis Mazars US ยท 5 hours ago

Manager, Tax - Private Client

positionColorado Springs, CO
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$100K/yr - $145K/yr
date5+ years exp

Forvis Mazars is a firm that provides sophisticated tax compliance, consulting, and planning services to high-net-worth individuals and families. The Private Client Tax Manager will serve as a trusted advisor, managing client relationships and providing expert tax services while leading a team of tax professionals.

AccountingConsultingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Tax complianceTax advisory servicesClient relationship managementCPA licenseJ.D. degreeOneSource tax softwareResearch skillsTeam managementCommunication skills

Required

5 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

Master's degree in Taxation or Law degree
Experience with OneSource tax software

Benefits

Group health plan benefits
401(K)
Profit-sharing contributions
Flexible time off
Parental leave

Company

Forvis Mazars US

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Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network.
dateFounded in 2022
location
Charlotte, North Carolina, USA
people-size5001-10000 employees
web-link
https://www.forvis.com

H1B Sponsorship

Forvis Mazars US has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (11)
2023 (15)
2022 (2)

Funding

Current Stage
Late Stage

Leadership Team

T
Tom Watson
Chief Executive Officer
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G
Gregory Shoemaker
Chief Technology Officer
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Company data provided by crunchbase