Senior Consultant, Tax Client & Operations - 2236545
San Antonio, TX, USA | Austin, TX, USA | San Antonio, TX, USA
The Senior Consultant - Tax Client & Operations role partners closely with Engagement Executives, Relationship Executives, Tax Quality Leader, and key stakeholders to support the operational execution of client tax engagements. Serving as a central liaison between clients and internal tax teams for certain clients, this role ensures timely, high quality delivery through strong coordination, communication, and workflow support. With a strong emphasis on high touch service for sophisticated, high impact clients, the role proactively manages timelines, risks, and client expectations while enabling a seamless, white glove client experience and 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
- Collaborative 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
- Proactively identify risks, bottlenecks, scope creep, and underperforming engagements; support Engagement Executives with recommended corrective actions and escalate 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 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
- 6+ years of professional client-facing experience required
- Excellent Microsoft Office skills (Excel, Word, Outlook, PowerPoint)
Preferred Qualifications:
- Previous experience working in financial services, wealth management, financial planning, accounting, tax services or banking
- Project Management certification is a plus
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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.
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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.
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