Forvis Mazars US ยท 4 days ago
Director, Tax - Private Client
San Antonio, TX
Full-time
Hybrid
Senior Level, Lead/Staff
9+ years expForvis Mazars US is a firm that provides sophisticated tax compliance, consulting, and planning services to individuals and families. The Private Client Tax Director will serve as a trusted advisor, managing client relationships and providing tax advisory services while also mentoring professional tax staff.
AccountingConsultingFinancial Services
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
Required
9 years or more in public accounting or corporate tax department
Bachelor's degree in Accounting, Finance, or related field
CPA license
Preferred
Master's degree in Taxation or Law degree
Partnership tax experience
Benefits
Individual and Company Performance Based Bonus
Multiple promotion cycles offered per fiscal year
Market competitive benefits package
Hybrid work schedule
Company
Forvis Mazars US
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network.
5001-10000 employees
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 StageLeadership Team
T
Tom Watson
Chief Executive Officer
G
Gregory Shoemaker
Chief Technology Officer
Company data provided by crunchbase