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Senior Manager, Tax - Private Client

Senior Manager, Tax - Private Client

Forvis Mazars, LLPHouston, TX, United States
1 day ago
Job type
  • Full-time
Job description

The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support through change, growth, and opportunity.

What You Will Do :

  • Providing tax compliance and tax advisory services to individuals, trusts, estates, and private foundations with an emphasis on sophisticated individual, fiduciary, gift, and estate tax matters
  • Helping in developing, building, and managing client relationships as part of the proposal process
  • Participating in networking activities to further expand business opportunities and client relationships.
  • Assisting in managing, developing, and coaching professional tax staff
  • Reviewing returns prepared by tax associates and seniors
  • Effectively delegating responsibilities to others, 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 of related experience in public accounting, law firm, or trust department
  • Bachelor's 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 related field
  • #J-18808-Ljbffr

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    Tax Senior Manager • Houston, TX, United States

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