New

Managing Director, Tax - Financial Services

Forvis Mazars, LLP
parental leave, flex time, 401(k)
United States, New York, New York
Nov 08, 2025
General information Name Managing Director, Tax Posting Title Managing Director, Tax - Financial Services Ref # 2236009 Date Published Tuesday, November 4, 2025 City New York State New York Country United States Job Category Tax Advertised Location US-NY-New York Working time Full Time Description & Requirements The Tax Managing Director is a senior leadership role within the Financial Services practice of a public accounting firm. This position focuses on delivering strategic tax planning, compliance, and advisory services to clients in banking, capital markets, fintech, and other financial sectors. The role combines technical expertise, client relationship management, and team leadership to drive growth and ensure exceptional service delivery. What You Will Do: Provide strategic oversight and leadership in delivering tax advisory and compliance services for individuals, partnerships, and corporations across diverse industries, ensuring regulatory alignment and client value Oversee complex tax research and insights, translating technical findings into actionable strategies for clients and firm leadership Ensure quality and compliance through high-level review of tax filings and risk management protocols Strengthen client relationships by delivering proactive, high-impact tax solutions and positioning the firm as a trusted advisor Drive a culture of client service excellence, fostering long-term partnerships and consistent engagement Develop and lead high-performing teams, providing mentorship, performance feedback, and career development Manage project execution and resource allocation, ensuring timely, efficient, and high-quality service delivery Support firm growth through strategic planning, client retention, and targeted business development initiatives Expand market presence by representing the firm at industry events and cultivating new opportunities Maintain technical leadership through ongoing education, regulatory awareness, and internal knowledge sharing Promote thought leadership by authoring publications and leading firm-wide training initiatives Minimum Qualifications: Bachelor's Degree in Accounting, Taxation or related field 11+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting Current and valid CPA (Certified Public Accountant) license Proficiency in Microsoft Office Suite Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. Preferred Qualifications: Master's Degree in related field #LI-NYC #LI-KM1 New York City Pay Transparency Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs. New York Salary Range: NY Minimum Salary (USD) $ 215,300 NY Maximum Salary (USD) $ 447,100