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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
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