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About the Role
The Private Client Tax Manager serves as a trusted advisor and member of various client service teams, possessing significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies, as well as charitable entities managed by ultra-high net worth clients. This role participates in client development and team management, and conducts research to maintain subject matter expertise.
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
- Maintaining functional expertise and understanding of a client's business or family structure to address 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
Requirements
- 5 years or more of related experience in public accounting, law firm, or trust department
- Experience managing multiple client engagements
Skills
- Taxation compliance
- Tax consulting
- Personal tax strategies
- Partnership tax strategies
- Trust tax strategies
- Estate tax strategies
- Gift tax strategies
- Wealth retention strategies
- Charitable entity management
- Client development
- Team management
- Research
- Technology proficiency
- Project management
- Delegation
- Communication
Location
- Austin, Texas, United States
- San Antonio, Texas, United States
Work Type
- Full Time
Experience Level
- 5 years or more of related experience
Education Level
- Bachelor or graduate degree in accounting, finance, or a related field
- CPA license or J.D. degree and bar admission
- Master's degree in Taxation or Law degree (Preferred)
About the Company
- Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network.
- Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
- With a legacy spanning over 100 years, we are building something different.
- We are guided by a shared promise: Together, we create extraordinary experiences.
- We deliver an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
- Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service.
Equal Opportunity
- Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law.
- Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.