Seasonal Manager, Tax - Private Client

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 knowledge of taxation compliance and consulting related to personal, partnership, trust, estate and gift. The Private Client Tax Manager participates in client development and team management and conducts research to be current as a subject matter expert.

This seasonal position is expected to begin in early 2026 and continue through mid-April; however, the actual duration may be adjusted based on evolving business needs.

• Providing tax compliance and tax advisory services to individuals, partnerships, trusts and estates
• Developing, building, and managing client relationships as part of the compliance process
• Participating in activities to further expand 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

• 5 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
• Experience managing multiple client engagements

• Master's degree in Taxation or Law degree
• Experience with One Source tax software