General information

Name
Tax - Senior Manager - Private Client
Posting Title
Tax Senior Manager | Private Client
Ref #
2232556
Date Published
Friday, May 24, 2024
City
Los Angeles
State
California
Country
United States
Job Category
Tax
Office
Los Angeles CA (Forvis)
Advertised Location
US-CA-Irvine, US-CA-Los Angeles
Working time
Full Time

Description & Requirements

Forvis Mazars’ Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expand your flexibility to help clients grow, preserve and protect wealth. The Tax Leader serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Leader participates in client development, and team management, and conducts research to be current as a subject matter expert. 

 

 

How you will contribute: 

  • Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations 
  • Developing, building, and managing client relationships as part of the proposal process 
  • Participating in networking activities to further expand business opportunities and client relationships 
  • As a highly impactful team member, maintaining functional expertise and understanding of a client’s business or family structure is essential to addressing client concerns and challenges 
  • Assisting with managing, developing, and coaching professional tax staff 
  • Reviewing and managing projects prepared by tax associates and seniors 
  • Effectively delegating responsibilities to others, monitoring efforts of engagement teams 
  • Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology 
  • Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing 

 

 

We are looking for people who have Forward Vision and: 

  • Dedication to client service 
  • Excellent supervisory and time management skills 
  • Exhibit effective communication and listening skills enhancing problem-solving and communication for client, team, and operational performance 
  • Built a community of external advisors with which to network 

 

 

Minimum Qualifications:  

  • 10 years or more of related experience in public accounting, law firm, or trust department 
  • Bachelor or graduate degree in accounting, finance, or a related field 
  • CPA license or J.D. degree and bar admission 
  • Experience managing multiple client engagements 


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California Pay Transparency

Pursuant to the pay transparency laws of California, the salary range displayed is for the California market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

California Salary Range:
CA Minimum Salary (USD)
$ 113,000
CA Maximum Salary (USD)
$ 217,100

Los Angeles County and City Fair Chance Ordinance

Los Angeles County and City Fair Chance Ordinance", Forvis Mazars will consider for employment all qualified applicants, including those with criminal histories and conviction records, in a manner consistent with the requirements of applicable state and local laws, including but not limited to the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the LA County Fair Chance Ordinance, and the California Fair Chance Act." Please see the City of Los Angeles Fair Chance Ordinance and the Los Angeles County Fair Chance Ordinance notice for more information.
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