Manager Private Client Tax Compliance

5 - 9 years

0 Lacs

Posted:4 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Private Client Tax Compliance Manager at Forvis Mazars, you will be responsible for providing personal tax compliance services to a diverse range of clients including business owners, private individuals, trusts, and estates. Your role will involve building strong relationships with clients and team members both locally and internationally, offering pragmatic and holistic advice. Collaboration with tax, private client, and privately owned business teams is key, along with a commitment to delivering exceptional service. Your responsibilities will include efficiently responding to client queries, maintaining up-to-date WIP analysis and billing records, ensuring files meet QCR standards, and timely completion and submission of personal, trust, and estate tax returns. Additionally, you will lead and develop a team of private client tax professionals, engage with HMRC on various matters, and deliver high-quality work in adherence to the firm's policies and regulatory requirements. To excel in this role, you should hold a relevant professional qualification such as CTA or possess equivalent experience. Extensive experience in personal tax services, managing a personal tax portfolio, and leading a team to support your work is essential. Proficiency with personal tax on CCH Central would be advantageous. At Forvis Mazars, we value diversity and strive to create an inclusive culture where every individual is respected, heard, and empowered. We offer equal opportunities for personal and professional growth, regardless of background or experience. Join our global team where your unique perspective contributes to a more equitable and innovative future.,

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Forvis Mazars logo
Forvis Mazars

Accounting / Audit / Tax

Kansas City

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