Manager, Tax - Private Client

General information

Name Manager, Tax - Private Client Posting Title Manager, Tax - Private Client Ref # 2235073 Date Published Wednesday, June 4, 2025 City Saint Louis State Missouri Country United States Job Category Tax Office Saint Louis MO (Forvis) Advertised Location US-MO-Saint Louis 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 Manager 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 Manager participates in client development and team management and conducts research to be current as a subject matter expert. 

How you will contribute: 

• 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 cha