Senior Manager, Tax - Private Client jobs in United States
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Forvis Mazars US ยท 10 hours ago

Senior Manager, Tax - Private Client

positionRichmond, VA
timeFull-time
remoteHybrid
senioritySenior Level
date7+ years exp

Forvis Mazars is a leading firm providing sophisticated tax compliance, consulting, and planning services to individuals and families. The Private Client Tax Senior Manager will serve as a trusted advisor, managing client relationships and providing expertise in tax compliance and advisory services for ultra-high net worth clients.

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 servicesCPA licenseClient relationship managementResearch complex tax issuesMicrosoft Office SuiteCoaching tax staffTeam management

Required

Bachelor's Degree in Accounting, Taxation or related field
7+ 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

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