Job Description

General information

Name
Managing Director, Tax
Posting Title
Managing Director, Tax - Insurance
Ref #
2235965
Date Published
Friday, October 17, 2025
Close Date
01/15/2026
Job Category
Tax
Advertised Location
US-Remote
Working time
Full Time

Description & Requirements

The Insurance team helps clients navigate the complexities of a rapidly evolving industry with sector-specific expertise and a global perspective. Serving life, health, property and casualty, captive, and mutual insurers, Forvis Mazars delivers strategic insights and innovative solutions to manage regulatory shifts, technological disruption, and market volatility—empowering clients to stay resilient and competitive.

What You Will Do:

• Provide strategic oversight and leadership in delivering tax advisory and compliance services for corporations across the insurance indsutry, ensuring regulatory alignment and client value
  
• Oversee complex tax research and insights, translating technical findings into actionable strategies for clients and firm leadership Ensure quality and compliance through high-level review of tax filings and risk management protocols 
• Strengthen client relationships by delivering proactive, high-impact tax solutions and positioning the firm as a trusted advisor 
• Drive a culture of client service excellence, fostering long-term partnerships and consistent engagement
• Develop and lead high-performing teams, providing mentorship, performance feedback, and career development 
• Manage project execution and resource allocation, ensuring timely, efficient, and high-quality service delivery 
• Support firm growth through strategic planning, client retention, and targeted business development initiatives 
• Expand market presence by representing the firm at industry events and cultivating new opportunities 
• Maintain technical leadership through ongoing education, regulatory awareness, and internal knowledge sharing 
• Promote thought leadership by authoring publications and leading firm-wide training initiatives 

Minimum Qualifications: 

• Bachelor's Degree in Accounting, Taxation or related field 
• 11+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
• Current and valid CPA (Certified Public Accountant) license
• Proficiency in Microsoft Office Suite
• Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. 

Preferred Qualifications: 

• Master’s Degree in related field

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