Job Description
This is our difference, and it’s what we offer to you.
Job Title: Tax Director - Private Client
Experience: 9 years in public accounting, law firm, or trust department
Location: Multiple Locations - Los Angeles, CA, USA • Irvine, CA, USA
Department: Tax
Salary Range: $147,000 - $260,500 (Based on experience, education, and skill set)
Company: Forvis Mazars
Job Description:
The Tax Director - Private Client will be responsible for providing tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. They will also be responsible for developing and managing client relationships, participating in networking activities to expand business opportunities, and maintaining functional expertise and understanding of a client's business or family structure. The Tax Director will also assist with managing and coaching professional tax staff, reviewing and managing projects, and researching complex tax issues.
Key Responsibilities:
- Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations - Develop and manage client relationships as part of the proposal process - Participate in networking activities to expand business opportunities and client relationships - Maintain functional expertise and understanding of a client's business or family structure - Assist with managing and coaching professional tax staff - Review and manage projects prepared by tax associates and seniors - Delegate responsibilities to others and monitor engagement teams - Use technology tools proficiently and strive to improve work processes through technology - Research complex tax issues and effectively communicate findings in writing
Requirements:
- 9 years 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
Skills and Qualities:
- Dedication to client service - Excellent supervisory and time management skills - Effective communication and listening skills - Ability to build a community of external advisors to network with
California Pay Transparency:
The salary range displayed is for the California market and will be based on experience, education, and skill set. Total compensation and benefits for this role include 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): $147,000
CA Maximum Salary (USD): $260,500
Los Angeles County and City Fair Chance Ordinance:
Forvis Mazars is an equal opportunity employer and will consider all qualified applicants for employment, including those with criminal histories and conviction records, in accordance with applicable state and local laws. This includes 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.
About Forvis Mazars:
With a legacy spanning over 100 years, Forvis Mazars is committed to providing a unique perspective and unmatched client experience. We value and reflect the diverse perspectives, knowledge, and local understanding of our people and clients. We take the time to listen and deliver consistent audit and assurance, tax, advisory, and consulting services worldwide.
We have a deep understanding of our clients' industries and provide tailored solutions through people who listen to understand, are responsive, and consult with purpose to deliver value. This is our difference, and we are proud to offer it to our clients.
