Senior Manager, Tax - Private Client (Denver)

Description & Requirements

Forvis Mazars Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi‑generational families, fiduciaries, and more. Professionals include CPAs and JDs. Partnering with financial planners, wealth strategists, and innovation teams expands flexibility to help clients grow, preserve, and protect wealth.

The Private Client Tax Senior 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 Senior Manager participates in client development and team management and conducts research to stay current as a subject‑matter expert.

What You Will Do

• Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations.
• Develop, build, and manage client relationships as part of the proposal process.
• Participate in networking activities to expand business opportunities and client relationships.
• Maintain functional expertise and understanding of a client’s business or family structure to address client concerns and challenges.
• Assist in managing, developing, and coaching professional tax staff.
• Review and manage projects prepared by tax associates and seniors.
• Effectively delegate responsibilities and monitor engagement teams.
• Use technology tools in regular assignments and demonstrate a commitment to improving work processes through technology.
• Research complex tax issues, apply findings to projects, and communicate findings in writing.

Minimum Qualifications

• 7+ years of related experience in public accounting, law firm, or trust department.
• Bachelor’s or graduate degree in accounting, finance, or a related field.
• CPA license or J.D. degree and bar admission.
• Experience managing multiple client engagements.

Preferred Qualifications

• Master’s Degree in Taxation or Law degree.
• Experience with OneSource tax software.

Legal Notice

Forvis Mazars, LLP is an equal‑opportunity/affirmative‑action employer in accordance with applicable law. 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.

Salary

Colorado Salary Range: $125,000 – $175,000.

Close Date: 06/19/2026