DESCRIPTION & REQUIREMENTS

Forvis Mazars Private Client Tax services are designed to provide high-net-worth individuals and families with personalized, strategic guidance that goes beyond traditional tax compliance. Their approach begins with a deep understanding of each client’s financial landscape, enabling advisors to tailor tax strategies that align with long-term goals such as wealth preservation, legacy planning, and philanthropic endeavors.

MINIMUM QUALIFICATIONS:

• 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
• Ability to work a hybrid schedule, typically averaging three days per week in the assigned office
• Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.

PREFERRED QUALIFICATIONS:

• Master’s Degree in related field

• 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.