Director, Tax - Financial Services

Forvis Mazars, LLP
United States, North Carolina, Charlotte
Oct 10, 2025
General information Name Director, Tax Posting Title Director, Tax - Financial Services Ref # 2235794 Date Published Monday, September 15, 2025 City Charlotte State North Carolina Country United States Job Category Tax Advertised Location US-NC-Charlotte Working time Full Time Description & Requirements The 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: Guide a team in the preparation of income tax provision (ASC 740) calculations and reporting for public advisory clients Lead the planning and execution of tax compliance and advisory services for corporations (Forms 1120) Advise clients on technical financial services U.S. income tax concepts Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards Build strong client relationships by identifying tax issues, delivering actionable insights, and offering strategic solutions Champion client service excellence, acting as a trusted advisor and fostering long-term partnerships Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team Delegate and oversee project tasks, ensuring timely and successful engagement delivery Optimize resource allocation and resolve scheduling conflicts to maintain workflow efficiency Drive business growth through strategic planning, client retention, and proactive business development Expand firm visibility and opportunities by representing the firm at industry events and networking forums Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes Drive thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities Minimum Qualifications: Bachelor's Degree in Accounting, Taxation or related field 9+ 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 Deep experience in U.S. GAAP, including ASC 740 and business combinations 8+ years of tax and accounting experience in the financial services industry, specifically banking institutions Experience with tax technology platforms (OneSource Tax Provision, Corptax Provision or Longview) #LI-CLTSP #LI-LS1