Senior Manager, Tax - Private Client

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Description & Requirements

Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi‑generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth. The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess 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.

The Private Client Tax Manager participates in client development and team management and conducts research to be current as a subject matter expert.

What You Will Do

• 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

Minimum Qualifications

• 7 years or more of related experience in public accounting, law firm, or trust department

• Bachelor or graduate degree in accounting, finance, or a related field

• CPA license or J.D. degree and bar admission

• Experience managing multiple client engagements

Preferred Qualifications

• Master's degree in Taxation or Law degree

• Experience with One Source tax software

Colorado's Equal Pay for Equal Work Act (SB

Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit‑sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

Colorado Salary Range

CO Minimum Salary (USD) $125,000

CO Maximum Salary (USD) $175,000

Close Date

Seniority level

Not Applicable

Employment type

Full‑time

Job function

Accounting/Auditing and Finance

Industries

Professional Services

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