Washington National Tax Office Leader | Private Client

Requisition Number2232420 Description & Requirements

Forvis Mazars Washington National Tax Office (WNTO) exists to unlock the full potential of the Forvis Mazars tax practice and the clients they serve.

We do this through thoughtful collaboration and an uncommon commitment to technical excellence which allows us to provide unique insights on tax issues, develop innovative forward-thinking solutions to address complex tax needs, and build intentional relationships within the tax community.

As a member of the Forvis Mazars Washington National Tax Office (WNTO), you will have the opportunity to be a national thought leader.

Members of WNTO have a deep understanding of their tax focus areas and proactively follow evolving legislation, guidance, and case law.

Working in collaboration with other members of the WNTO, and the broader Forvis Mazars team, they use this understanding to translate complex tax issues into meaningful communications, develop value-added service offering models, provide innovative insights, support strategic tax planning for key Forvis Mazars clients, and build the Forvis Mazars brand as a thought leader through educational presentations and networking.

Forvis Mazars WNTO is currently seeking an individual with deep knowledge and demonstrated experience in areas of taxation impacting high-net-worth individuals.

If you can demonstrate an uncommon commitment to tax technical excellence, possess a practical ability to apply relevant tax authority to real-world situations, enjoy collaborative problem-solving, and have a passion for serving others through education and relationship building, then this is the position for you!

How you will contribute :

• Providing insights and analysis on evolving legislation, guidance, and case law to the Forvis Mazars team and their clients
• Building the Forvis Mazars network of key relationships within the tax community
• Providing existing channels with relevant information they can communicate to legislators and those tasked with governance to be adequately informed regarding tax policy issues and the practical considerations of implementation that impact Forvis Mazars and our clients
• Identifying opportunities for new service offerings or innovation of existing services
• Developing and deploying service model platforms, strategies, and solutions based on judicial or legislative developments
• Driving creation and spin-up of new national tax service lines in collaboration with the rest of the Tax Specialty team
• Growing the Forvis Mazars brand as a thought leader in tax through publishing, presenting, and other market-facing opportunities
• Supporting Forvis Mazars tax professionals as an active member of the tax strategy team on certain proposals and key clients
• Completing engagements for complex, high-value specialty work

We are looking for people who have Forward Vision and :

• Strong critical thinking and reasoning skills
• Extensive knowledge and experience in areas of tax impacting high net-worth individuals, including but not limited to taxation of trusts and estates
• Uncommon ability to efficiently read, digest, and insightfully apply complex and evolving tax authority to real-world facts and circumstances
• An aptitude for identifying, developing, and deploying sound tax strategies and solutions to complex challenges
• Excellent verbal and written communication skills, including the ability to adapt, be responsive, and provide an unmatched client experience
• Continuous learning and a commitment to excellence
• Passion for serving and developing others

Minimum Qualifications :

• Bachelor's or Master's degree in Accounting or Taxation or Juris Doctor
• 10 years or more of tax experiencewith a large accounting firm, law firm, or relevant tax policy-making entity

Preferred Qualifications :

• CPA license and / or J.D. / L.L.M
• 4 years or more of tax experience focused on taxation of high-net-worth individuals, estates, and trusts
• Published author and presenter on taxation of individuals, estates, and trusts

LI-ATL, #LI-OAK, #LI-IND, #LI-KCMO, #LI-CLTSP, #LI-NASH, #LI-HOU, #LI-TYS

LI-BM #LI-SS1

At Forvis Mazars, LLP our career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities.

This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our Forvis Mazars, LLP team members with an abundance of career paths to choose from.

We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About Forvis Mazars, LLP

Forvis Mazars, LLP is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), Forvis Mazars, LLP is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences.

Ranked among the top 10 public accounting firms in the country, Forvis Mazars, LLP has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe.

Forvis Mazars, LLP is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next.

Visit forvismazars.us for additional information.

Forvis Mazars, LLP is an equal opportunity / affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and / or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.

Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.