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Director, Tax
Job Location:
Job Location:
Charlotte, NC - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
29 August 2026 (12 days ago)
Posted:
Application Deadline:
26 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
General information
Name
Director Tax
Posting Title
Director Tax - Financial Services
Ref #
Date Published
Monday September 15 2025
City
Charlotte
State
North Carolina
Country
United States
Job Category
Tax
Advertised Location
US-NC-Charlotte
Working time
Full Time
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 clients goals offering reliable support through change growth and opportunity.
What You Will Do:
- Guide a team in the preparation of income tax provision (ASC 740) calculations and reporting for public advisory clients
- Lead the planning and execution of tax compliance and advisory services for corporations (Forms 1120)
- Advise clients on technical financial services U.S. income tax concepts
- 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
- Build strong client relationships by identifying tax issues delivering actionable insights and offering strategic solutions
- Champion client service excellence acting as a trusted advisor and fostering long-term partnerships
- Mentor and manage tax professionals providing coaching performance feedback and career development support to build a high-performing collaborative team
- Delegate and oversee project tasks ensuring timely and successful engagement delivery
- Optimize resource allocation and resolve scheduling conflicts to maintain workflow efficiency
- Drive business growth through strategic planning client retention and proactive business development
- Expand firm visibility and opportunities by representing the firm at industry events and networking forums
- Maintain technical expertise through ongoing Continuing Professional Education (CPE) ensuring compliance and staying ahead of industry trends and regulatory changes
- Drive thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities
Minimum Qualifications:
- Bachelors Degree in Accounting Taxation or related field
- 9 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:
- Masters Degree in related field
- Deep experience in U.S. GAAP including ASC 740 and business combinations
- 8 years of tax and accounting experience in the financial services industry specifically banking institutions
- Experience with tax technology platforms (OneSource Tax Provision Corptax Provision or Longview)
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Required Experience:
Director
About Company
Ranked among the largest public accounting firms in the United States, Forvis Mazars is dedicated to providing an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services in all 50 states and internationally. Visit forvismazars.us to learn more.
