Senior Manager, Tax - Private Client

Senior Manager, Tax - Private Client

Forvis Mazars US – Houston, TX
Salary range: $ – $ – 2 weeks ago

Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Professionals include CPAs and JDs. Collaborating with financial planners, wealth strategists, and innovation teams expands flexibility to help clients grow, preserve, and protect wealth.

• 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 engagement team efforts.
• Proficiently using technology tools in regular assignments and demonstrating commitment to improving work processes through technology.
• Successfully researching complex tax issues, applying findings to projects, and clearly communicating findings in writing.

• 7+ years of related experience in public accounting, law firm, or trust department.
• Bachelor's or graduate degree in accounting, finance, or related field.
• CPA license or J.D. degree and bar admission.
• Experience managing multiple client engagements.

• Master's Degree in related field.

• Market competitive salary.
• Individual and company performance-based bonus.
• Multiple promotion cycles offered per fiscal year.
• Market competitive benefits package.
• Hybrid work schedule.

• Seniority level:
  Not Applicable.
• Employment type:
  
  Full-time.
• Job function:
  Accounting/Auditing and Finance.
• Industry: Professional Services.