Posting Title
Senior Manager, Tax - Private Equity
Date Published
Thursday, August 7, 2025
Office
Houston TX (Forvis)
Advertised Location
US-TX-Houston
Description & Requirements
The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support through change, growth, and opportunity.
You Will Do:
- Manage tax compliance and advisory services for individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries
- Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports.
- Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards.
- Engage proactively with senior client stakeholders to identify tax issues, offer insights, and implement practical solutions.
- Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success.
- Support client growth and retention through strategic planning and business development.
- Contribute to business development by helping with proposals, showcasing firm value, and supporting client acquisition.
- Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team.
- Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements
- Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes.
- Contribute to thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities.
- Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities.
Minimum Qualifications:
- Bachelor's Degree in Accounting, Taxation or related field
- 7+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting
- Current and valid CPA (Certified Public Accountant) license
- Proficiency in Microsoft Office Suite
- Ability to work a hybrid schedule, typically averaging three days per week in the assigned office
- Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays.
Preferred Qualifications:
- Master's Degree in related field
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Forvis Mazars, LLP
Aug 08, 2025