Tax Director – Private Client Position Available In Mecklenburg, North Carolina

Tax Director

• Private Client Forvis Mazars, LLP United States, North Carolina, Charlotte Jun 16, 2025 General information Name
  Tax
• Director
• Private Client
  Posting Title
  Tax Director
• 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 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 Private Client Tax Director 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, wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Director 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:

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