Senior Manager, Tax - Private Client

General informationNameSenior Manager, TaxPosting TitleSenior Manager, Tax - Private ClientRef #2235473Date PublishedFriday, August 1, 2025CityHoustonStateTexasCountryUnited StatesJob CategoryTaxOfficeHouston TX (Forvis)Advertised LocationUS-TX-HoustonWorking timeFull TimeDescription & RequirementsThe 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 client's goals, offering reliable support through change, growth, and opportunity.What You Will Do:Providing tax compliance and tax advisory services to individuals, trusts, estates, and private foundations with an emphasis on sophisticated individual, fiduciary, gift, and estate tax mattersHelping in developing, building, and managing client relationships as part of the proposal processParticipating in networking activities to further expand business opportunities and client relationships.Assisting in managing, developing, and coaching professional tax staffReviewing returns prepared by tax associates and seniorsEffectively delegating responsibilities to others, monitoring efforts of engagement teamsProficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technologySuccessfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writingMinimum Qualifications:7+ years of related experience in public accounting, law firm, or trust departmentBachelor's or graduate degree in accounting, finance, or a related fieldCPA license or J.D. degree and bar admissionExperience managing multiple client engagementsPreferred Qualifications:Master's Degree in related field#LI-HOU#LI-HF1 #J-18808-Ljbffr

Created: 2025-09-17