Manager, Tax
Memphis, TN - USA
Job Summary
- Manage a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies and small business clientele
- Act as technical reviewer of all individuals estate gift and trust tax returns and tax research projects prepared by associates and seniors in a high volume fast paced environment
- Supervise tax associates and seniors including participation in their training and growth.
- Prepare advanced estate planning projects for unique client situations
- Manage the workflow including proper delegation to staff according to their experience and coordination with senior managers and partners on all phases of the engagement
- Proactive effort to develop new business with both current and prospective clients
- Delegate work to staff according to their experience and capabilities in conformance with the planning documents described above Provide overall leadership supervision training and performance feedback to staff
- Review the tax working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the engagement letter
- Review trust documents and prepare a trust summary document to assist with trust administration
- 5 years or more of relevant progressive experience in public accounting tax including technical tax consulting and research
- Bachelors degree in accounting finance or a related field
- CPA license
- Masters degree in Taxation or Law degree
- Experience with CCH Axcess
- Experience managing multiple client engagements
- A keen sense of ownership for delivering ultra-responsive Client Service
- Excellent supervisory team building and time management skills
Required Experience:
Manager
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.