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General information

Name
Managing Director, Tax
Posting Title
Managing Director, Tax - Private Client
Ref #
2235735
Date Published
Thursday, September 4, 2025
City
Atlanta
State
Georgia
Country
United States
Job Category
Tax
Advertised Location
US-FL-Boca Raton, US-FL-Miami, US-FL-Tampa Bay, US-GA-Atlanta, US-IN-Indianapolis, US-NC-Charlotte, US-TX-Austin, US-TX-San Antonio
Working time
Full Time

Description & Requirements

Forvis Mazars Private Client Tax services are designed to provide high-net-worth individuals and families with personalized, strategic guidance that goes beyond traditional tax compliance. Their approach begins with a deep understanding of each client’s financial landscape, enabling advisors to tailor tax strategies that align with long-term goals such as wealth preservation, legacy planning, and philanthropic endeavors.

What You Will Do: 
  • Provide strategic oversight and leadership in delivering tax advisory and compliance services for individuals, partnerships, and corporations across diverse industries, 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 
  • Ability to work a hybrid schedule, typically averaging three days per week in the assigned office 
  • 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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