Manager, Tax

General information

Name Manager, Tax Posting Title Manager, Tax - Private Client Ref # 2236005 Date Published Monday, November 3, 2025 City Charlotte State North Carolina Country United States Job Category Tax Advertised Location US-NC-Charlotte Working time Full Time

Description & Requirements

As a Tax Manager at Forvis Mazars, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses and industries. If relationships are important to you, and you identify with the People First culture at Forvis Mazars, we would like to hear from you!

What You Will Do: 

• 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