Senior Manager · National
Forvis Mazars, LLP · Boston, Massachusetts
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Serve as trusted tax advisor managing compliance and planning for ultra high net worth individuals, families, trusts, estates, and partnerships.
Worth knowing: Preferred experience with OneSource tax software
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 Senior 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 Senior 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.
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