Job Description

General information

Name
Manager, Tax
Posting Title
Manager, Tax - Private Client
Ref #
2236005
Date Published
Monday, November 3, 2025
City
Charlotte
State
North Carolina
Country
United States
Job Category
Tax
Advertised Location
US-NC-Charlotte
Working time
Full Time

Description & Requirements

As a Tax Manager at Forvis Mazars, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses and industries. If relationships are important to you, and you identify with the People First culture at Forvis Mazars, we would like to hear from you!

What You Will Do:

• Manage a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies and small business clientele
• Act as technical reviewer of all individuals, estate, gift, and trust tax returns and tax research projects prepared by associates and seniors in a high volume, fast paced environment
• Supervise tax associates and seniors including participation in their training and growth.
• Prepare advanced estate planning projects for unique client situations
• Manage the workflow, including proper delegation to staff according to their experience, and coordination with senior managers and partners on all phases of the engagement
• Proactive effort to develop new business with both current and prospective clients
• Delegate work to staff according to their experience and capabilities in conformance with the planning documents described above
• Provide overall leadership, supervision, training, and performance feedback to staff
• Review the tax working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the engagement letter
• Review trust documents and prepare a trust summary document to assist with trust administration

Minimum Qualifications:

• 5 years or more of public accounting experience
• 3 years or more of servicing high net worth clients, with complex investments and succession planning strategies
• CPA license
• Bachelor’s degree in Accounting or related field

Preferred Qualifications:

• Master’s degree in Taxation or Law degree
• Experience with CCH Axcess
  
• Experience managing multiple client engagements 
• A keen sense of ownership for delivering ultra-responsive Client Service  
• Excellent supervisory, team building, and time management skills 

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