Senior Manager, Tax - Private Client
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At a glance
Requirements
Credentials this posting asks for.
Job overview
Forvis Mazars, LLP is hiring a Senior Manager, Tax - Private Client. The Private Client Tax Senior Manager provides sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. This role involves significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies. The Senior Manager participates in client development, team management, and conducts research to be a subject matter expert.
Key focus areas include Provide tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations, Develop, build, and manage client relationships as part of the proposal process, and Participate in networking activities to further expand business opportunities and client relationships.
Successful candidates bring 7+ Years Public Accounting Experience, Bachelor's In Accounting/Finance, and CPA License. Important skills include Tax Compliance, Tax Consulting, Tax Planning, Personal Taxation, Partnership Taxation, and Trust Taxation. Preferred (not required): OneSource Tax Software.
Skills & qualifications
Skills
Qualifications
Full job description
Experience Required
7 - 20 years
Minimum Education Required
Bachelor's Degree
Compensation
$7.25 / hourly
Hours Per Week
40
Number Of Positions
1
Work Schedule and Shift Requirements
First (Day)
Job Description
General information
Name
Senior Manager, Tax
Posting Title
Senior Manager, Tax - Private Client
Ref #
2236739
Date Published
Monday, April 27, 2026
City
Louisville
State
Kentucky
Country
United States
Job Category
Tax
Advertised Location
US-KY-Louisville
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 expands your flexibility to help clients grow, preserve, and protect wealth.
The Private Client Tax Senior Manager 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 Senior Manager participates in client development and team management and conducts research to be current as a subject matter expert.
What You Will Do:
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 and 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
Minimum Qualifications:
7 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
Preferred Qualifications:
Master's degree in Taxation or Law degree
Experience with OneSource tax software
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About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, r ace, color, s ex, s exual orientation, national origin, r eligion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, r ace, color, s ex, s exual orientation, national origin, r eligion, genetic information, disability, protected veteran status, or other protected classifications.
Job Type
Full time
Benefits Offered
Not specified
Veteran Preference
No
Place of Work
On-site
Requisition ID
2236739
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