Manager, Tax - Financial Services

Forvis Mazars, LLP
parental leave, flex time, 401(k)
United States, Pennsylvania, Fort Washington
Oct 28, 2025
General information Name Manager, Tax Posting Title Manager, Tax - Financial Services Ref # 2235769 Date Published Tuesday, September 9, 2025 City New York State New York Country United States Job Category Tax Advertised Location US-NJ-Iselin, US-NY-Long Island, US-NY-New York, US-PA-Fort Washington Working time Full Time Description & Requirements As a Financial Services Tax Manager at Forvis Mazars, you will have the opportunity to lead and develop a team while providing ultra-responsive customer service to our clients. If you have experience with managing tax advisory services, tax compliance, and tax provision to a diversified client base, with a focus on Financial Services clients, this is the position for you! What You Will Do: Providing tax compliance, tax provision, and tax advisory services to pass-through and C-corporation entities with an emphasis on companies operating in asset management, investment advisory, banks, and professional services industries. 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. Engage proactively with senior client stakeholders to identify tax issues, offer insights, and implement practical solutions. Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success. Support client growth and retention through strategic planning and business development. Contribute to business development by helping with proposals, showcasing firm value, and supporting client acquisition. Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team. Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes. Contribute to thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities. Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities. Minimum Qualifications: Bachelor's Degree in Accounting, Taxation or related field 5+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting CPA 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-ISELIN, #LI-LINY, #LI-NYC, #LI-FTWASH #LI-JB2 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) $ 90,200 NY Maximum Salary (USD) $ 154,500 New Jersey Wage Transparency Pursuant to New Jersey's Pay Transparency Law, the salary range displayed is for the New Jersey market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week. Benefits are eligibility-based and could include 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. NJ Minimum Salary (USD) $ 90200 NJ Maximum Salary (USD) $ 154500