Director, Tax - Private Client

Forvis Mazars, LLP
United States, Mississippi, Jackson
1400 Meadowbrook Road (Show on map)
Nov 09, 2025
General information Name Director, Tax Posting Title Director, Tax - Private Client Ref # 2235938 Date Published Tuesday, October 14, 2025 City Jackson State Mississippi Country United States Job Category Tax Advertised Location US-MS-Jackson 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 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, and 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. 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: 9 years or more in public accounting or corporate tax department Bachelor's degree in Accounting, Finance, or related field CPA license Preferred Qualifications: Master's degree in Taxation or Law degree Partnership tax experience #LI-JACK #LI-MC1