Senior Consultant, Tax Client & Operations

Description & Requirements Senior Consultant - Tax Client & Operations partners closely with Engagement Executives, Relationship Executives, Tax Quality Leader, and key stakeholders to support the operational execution of client tax engagements. The role serves as a central liaison between clients and internal tax teams, ensuring timely, high‑quality delivery through strong coordination, communication, and workflow support. With a focus on high‑touch service for sophisticated, high‑impact clients, the Senior Consultant proactively manages timelines, risks, and client expectations while delivering a seamless white‑glove client experience and driving continuous improvement across the Tax practice. What You Will Do Assist tax department leadership with day-to-day operations of the Tax practice, including engagement letter workflows, operational governance, and process accountability across the tax lifecycle. Design and manage the Tax operational cycle calendar to ensure continuity, scalability, and consistent delivery. Drive proactive operational discipline and continuous improvement to reduce administrative burden and increase efficiency. Collaboratively manage end-to-end project management for Tax engagements and initiatives, from intake and scheduling through execution, delivery, and close‑out. Establish and manage project plans, milestones, dependencies, and ownership across multiple concurrent engagements. Identify risks, bottlenecks, scope creep, and underperforming engagements; support Engagement Executives with recommended corrective actions and escalation as needed. Deliver a high‑touch, white‑glove client experience for sophisticated, high‑impact clients, including families, family offices, and high-net‑worth individuals. Serve as the primary operational liaison between clients, Relationship Partners, Engagement Executives, and internal tax teams. Manage client expectations through structured communication, timelines, and follow‑ups, clearly distinguishing operational support from technical tax advice. Plan, schedule, and facilitate client meetings and interactions, ensuring effective agendas, materials, and follow‑through. Collaborate with the tax team by executing information gathering processes for tax compliance, quarterly tax estimates, and consulting projects with technology systems such as Tax Caddy to support efficient, high‑quality delivery. Balance client schedules, internal capacity, and risk considerations to communicate delivery timelines effectively. Assist with billing activities, including draft invoice preparation, analysis, and billing‑related coordination; support alternative billing initiatives and identify expanded client billing opportunities in partnership with Relationship and Engagement Executives. Prepare and maintain engagement letters and powers of attorney, ensuring accuracy, compliance, and timely execution. Maintain accurate client records and engagement documentation across firm systems. Monitor relevant client, industry, and regulatory developments and share insights to support proactive client service. Minimum Qualifications Bachelor's degree or higher required. 2 years of professional client‑facing experience required. Excellent Microsoft Office skills (Excel, Word, Outlook, PowerPoint) required. Preferred Qualifications Previous experience working in financial services, wealth management, financial planning, accounting, tax services, or banking. Project Management certification is a plus. 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. 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 any unsolicited referrals, resumes or CVs 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 recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP. #J-18808-Ljbffr Forvis Mazars US