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Tax Manager - Financial Services

FORVIS
Woodbury, NY Full Time
POSTED ON 3/9/2025
AVAILABLE BEFORE 5/27/2025

Requisition Number2234575 Description & Requirements

As a Tax Manager, 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!

How you will contribute :

  • Managing tax advisory services, tax compliance, and tax provision to pass-through and C-corporation entities with an emphasis on financial institutions
  • Helping to develop, build and manage client relationships
  • Representing Forvis Mazars in the professional and business community
  • Participating in the proposal process for prospective clients
  • Contributing to Forvis Mazars-sponsored technical guidance for internal and external publication and internal learning and development.
  • Assisting with managing, developing, and coaching professional tax staff

We are looking for people who have Forward Vision and :

  • Experience managing multiple client engagements
  • A strong sense of ownership for delivering ultra-responsive Client Service
  • Excellent supervisory, team building, and time management skills
  • Minimum Qualifications :

  • 5 years or more of relevant progressive experience in public accounting tax including technical tax consulting and research
  • Bachelor's degree in accounting, finance, or a related field
  • CPA license
  • Preferred Qualifications :

  • Master's degree in Taxation or Law degree
  • 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

    With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

    We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

    About Forvis Mazars, LLP

    Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

    Forvis Mazars, LLP is an equal opportunity / affirmative action employer. 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 unsolicited referrals and / or resumes 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 agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.

    Salary : $154,500

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