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Director, Tax - Private Client

Forvis Mazars, LLP
United States, North Carolina, Charlotte
Jul 13, 2025


General information
Name
Director, Tax
Posting Title
Director, Tax - Private Client
Ref #
2234813
Date Published
Wednesday, April 2, 2025
City
Charlotte
State
North Carolina
Country
United States
Job Category
Tax
Office
Charlotte NC (Forvis)
Advertised Location
US-NC-Charlotte, US-NC-Charlotte
Working time
Full Time

Description & Requirements
As a Tax Director at Forvis Mazars, you value working closely with others to plan 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 business 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:
Providing tax compliance and tax advisory services to individuals, partnerships, S corporations, and corporations in a variety of industries
Helping to develop, build and manage client relationships
Assisting with 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
Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing
Having frequent contact with client personnel at top levels and being able to consistently sell additional services to them
Having a disciplined approach that is successful in attracting new clients and developing referral sources
Minimum Qualifications:
9 years or more in public accounting or corporate tax department
Bachelor's degree in Accounting, Finance, or related field
CPA license
Preferred Qualifications:
Master's degree in Taxation or Law degree
Partnership tax experience
Experience managing multiple client engagements
Excellent client relationship and time management skills
Attention to detail without losing sight of the big picture
Excellent supervisory and time management skills
Ability to work efficiently under pressure and against client deadlines
High-level analytical and reasoning skills
#LI-CLTSP, #LI-CLTU
#LI-MC1

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