New

Practice Management Lead - Tax Specialty

Forvis Mazars, LLP
parental leave, flex time, 401(k)
United States, Texas, Houston
2700 Post Oak Boulevard (Show on map)
Mar 15, 2026
General information Name Practice Management Lead Posting Title Practice Management Lead - Tax Specialty Ref # 2236560 Date Published Friday, March 13, 2026 City Charlotte State North Carolina Country United States Job Category Tax Specialty Advertised Location US-GA-Atlanta, US-IL-Chicago, US-IN-Indianapolis, US-MO-Saint Louis, US-MO-Springfield, US-NC-Charlotte, US-NC-Charlotte, US-NC-Raleigh, US-TX-Dallas, US-TX-Houston Working time Full Time Description & Requirements At Forvis Mazars, we view state taxes as an opportunity to save. In this position, you will look for opportunities for savings in the area of state and local taxes (SALT). Our SALT team has extensive training in tax accounting, tax law, compliance, audits, and economic development benefits, and experience with tax laws in many states. Our SALT solutions apply to sales and use taxes, income, and franchise taxes, property taxes, credits and incentives, and many more thorough understandings of multi-state sales & use taxes. As a Practice Management Lead, you will be primarily responsible for supporting the STAR Practice Management system. You will assist with user support and data/report requests from Firm partners and employees by delivering reliable, high-quality email and phone support, data analytics, and custom reporting from the STAR Practice Management system. What You Will Do: Monitor daily for data integrity opportunities by executing existing and new SQL exception queries Oversee daily activities of the PM Support inbox, monitor end user requests ensuring consistent data integrity guidelines are followed and communicated to users, and are of a nature consistent with the Firm's policies, procedures, and culture Weekly collect and review timesheets and expense entries and file expense receipts timely Daily/Weekly/Monthly monitor for employee FTO usage Demonstrate the highest degree of professional standards and strict confidentiality in matters that require discretion Provide training to Practice Data Specialist Is and IIs to facilitate career development Assign/monitor work to Practice Data Specialist Is and IIs as necessary on behalf of the Practice Management Manager Complete special projects as assigned Minimum Qualifications: High school diploma or equivalent required, associate degree or higher preferred 3 years or more of experience in a similar role Expert-level proficiency in Microsoft Word, Excel (Functionality, formulas),Outlook, PowerPoint,and Adobe Ability to learn and apply accounting reporting principles is desired #LI-ATL, #LI-OAK, #LI-IND, #LI-STL, #LI-SGF, #LI-CLTSP, #LI-CLTU, #LI-RAL, #LI-DFW, #LI-HOU #LI-SS1 Illinois Wage Transparency Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs. IL Minimum Salary (USD) $ 45900 IL Maximum Salary (USD) $ 76500