Managing Director, Tax - Financial Services jobs in United States
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Forvis Mazars US ยท 1 day ago

Managing Director, Tax - Financial Services

positionWoodbridge, NJ
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
money$215K/yr - $447K/yr
date11+ years exp

Forvis Mazars US is a public accounting firm focused on delivering strategic tax planning and advisory services. The Tax Managing Director plays a crucial role in overseeing tax compliance and advisory services for clients in the financial services sector, while also leading teams and driving client relationships.

AccountingConsultingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Provide strategic oversight and leadership in delivering tax advisory and compliance services for individuals, partnerships, and corporations across diverse industries, ensuring regulatory alignment and client value
Oversee complex tax research and insights, translating technical findings into actionable strategies for clients and firm leadership
Ensure quality and compliance through high-level review of tax filings and risk management protocols
Strengthen client relationships by delivering proactive, high-impact tax solutions and positioning the firm as a trusted advisor
Drive a culture of client service excellence, fostering long-term partnerships and consistent engagement
Develop and lead high-performing teams, providing mentorship, performance feedback, and career development
Manage project execution and resource allocation, ensuring timely, efficient, and high-quality service delivery
Support firm growth through strategic planning, client retention, and targeted business development initiatives
Expand market presence by representing the firm at industry events and cultivating new opportunities
Maintain technical leadership through ongoing education, regulatory awareness, and internal knowledge sharing
Promote thought leadership by authoring publications and leading firm-wide training initiatives

Qualification

Tax advisory servicesClient relationship managementCPA licenseTeam leadershipTax complianceTax researchStrategic planningMicrosoft Office SuitePerformance feedbackBusiness developmentMentorship

Required

Bachelor's Degree in Accounting, Taxation or related field
11+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
Current and valid CPA (Certified Public Accountant) license
Proficiency in Microsoft Office Suite
Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays

Preferred

Master's Degree in related field

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