Managing Director, SALT

Remote from: USA
Annual salary: Undisclosed
Salary information is not provided for this position. Check our Salary Directory to estimate the average compensation for similar roles.
Department: Business Development
Employment type: Full Time,
Job posted: 28 Jun 2026
Apply before: 28 Jul 2026
Experience level: Director
Views / Applies: 32 / 12

We provide a comprehensive and flexible range of services to our clients, specialising in audit, accountancy, advisory, tax and legal services.

Accounting
1923

Actively Hiring

AI Summary

Forvis Mazars seeks a Managing Director for its State and Local Tax (SALT) practice, focusing on indirect tax technology and transformation. The role involves leading tax engine implementations (AvaTax, ONESOURCE, Vertex), developing teams, and driving business development. Candidates must have deep indirect tax technical expertise, technology acumen, and leadership skills. This is a remote-friendly position based in Chicago, Charlotte, or Houston, requiring strategic thinking and client management. The ideal candidate will help expand the firm's tax technology services and mentor staff.

Role DNA

Job Complexity

Easy Hard

Pace & Pressure

Relaxed Fast-paced

Autonomy Level

Guided Full Ownership

Communication Load

Independent Highly Collaborative

AI Insight This role requires advanced technical knowledge in indirect tax and technology, combined with leadership and business development skills, making it highly challenging but not the most extreme level.

Salary Analysis

AI Insight The offered salary is not specified, but for a Managing Director in indirect tax technology at a top-tier firm, the market median is approximately $200,000. This role commands a premium due to the specialized combination of tax expertise and technology implementation skills.

Key Skills

Indirect Tax Tax Technology SALT AvaTax ONESOURCE Vertex Tax Automation Business Development Team Leadership Project Management

Cover Letter Sample

Dear Hiring Manager,

I am writing to express my strong interest in the Managing Director, Indirect Tax Technology position at Forvis Mazars. With over 15 years of experience in state and local tax, specializing in tax engine implementations and automation, I am confident in my ability to drive transformational results for your clients. My background includes leading projects with Avalara AvaTax, Thomson Reuters ONESOURCE, and Vertex, as well as building high-performing teams and developing go-to-market strategies.

In my previous role at a Big 4 firm, I successfully managed a portfolio of indirect tax technology engagements, delivering measurable savings and compliance improvements for multinational clients. I am passionate about mentoring talent and fostering a culture of innovation, which aligns with Forvis Mazars' commitment to excellence. I look forward to contributing to your firm's growth and delivering unmatched client experiences.

Possible Interview Questions

Can you describe your experience leading a large-scale tax engine implementation project from start to finish?

I led a Vertex implementation for a Fortune 500 retail client, managing a team of 10 across tax, IT, and finance. We mapped over 5,000 product SKUs, configured tax rules for 50+ jurisdictions, and integrated with their ERP. The project was delivered on time and under budget, resulting in a 30% reduction in manual tax processing.

How do you develop a go-to-market strategy for indirect tax technology services?

I start by identifying market trends and client pain points through industry research and client feedback. Then I collaborate with marketing to create targeted content like whitepapers and webinars. I also leverage existing client relationships to pilot new services and gather case studies.

Describe how you mentor junior team members to build their technical and consulting skills.

I assign them to projects with increasing complexity, provide constructive feedback, and hold weekly one-on-ones. I also create training sessions on tax engine configurations and soft skills like client communication. For example, I mentored a senior associate who later led their first implementation independently within two years.

Tell me about a challenging client situation and how you resolved it.

A client was unhappy with the timeline for an ONESOURCE implementation due to internal delays. I facilitated a workshop to reprioritize requirements, adjusted the project plan, and added more frequent check-ins. I also assigned an extra resource to catch up on data cleaning. We delivered the project only one week late, and the client appreciated the transparency.

How do you stay current with changes in indirect tax laws and technology?

I subscribe to tax journals, attend industry conferences like TEI, and maintain certifications. I also participate in vendor user groups to stay updated on product updates. For technology, I take online courses on emerging tools like AI for tax compliance.

General information

Name

Managing Director, SALT

Posting Title

Managing Director, Indirect Tax Technology

Ref #

2236588

Date Published

Wednesday, March 18, 2026

Job Category

Tax Specialty

Advertised Location

US-IL-Chicago, US-NC-Charlotte, US-TX-Houston, US-Remote

Working time

Full Time

Description & Requirements

Forvis Mazars is looking for an experienced tax professional to serve in a market-focused, growth-minded role within the State and Local Tax practice. Indirect Tax technical and technology/transformation competency and experience, and the desire to continue to develop within Forvis Mazars is a must. This includes actively leading a team of professionals and tax engine implementation and indirect tax automation engagements. Further, we encourage seeking out and participating in networking activities.

Below are the key areas in which the role will contribute to the Forvis Mazars mission and values.

What You Will Do:

Indirect Tax Engine Implementation and Tax Transformation Solutioning
Lead and manage the design, implementation, and configuration of indirect tax software solutions, with a focus on tax engines such as AvaTax, ONESOURCE, and Vertex.
Lend tax technology expertise in discussions with clients and prospects – including, but not limited to client tax and/or finance teams, enterprise executives, information technology to illustrate what’s possible based upon client needs and availability of technologies within their organization and outside of their enterprise tools. Communicate confidently with client management and their team.
Oversee prep and review of internal and external deliverables, which may include PowerPoint presentations, Visio workflows, functional business and tax requirements, agendas, budgets, meeting summaries, and/or client memorandum.
Assist with continuing the development of the delivery platform, including standardized project plan and project management templates, delivery templates (e.g., data dictionary, product mapping matrix, etc.), test script documentation, and etc.
Applying your indirect tax technical acumen to each client project as well as collaborating and integrating with Forvis Mazars indirect tax subject matter and/or industry specialists to provide the client with appropriate support on projects.
Demonstrate the ability to think strategically and execute, based on firm focus, future of the tax service line, and expanding technologies useful to tax.
Demonstrate company values and alignment with the firm’s mission and long-term vision.

Team Development

Participate in continuous learning activities and research to improve and develop technical expertise.
Assist with the design and implementation of Indirect Tax Engine training curriculum, including learning tracks for each engine.
Contribute competencies in tax technology, and train existing team members to expand their competencies. Participate in setting strategy for team growth.
Grow the team by recruiting and retaining talent. Provide mentorship to existing team members.
Assess technology needs for the practice

Business Development & Strategy

Assist with developing cross functional go to market strategies with Forvis Mazars Tax, Consulting and Audit.
Assist with developing marketing materials.
Serve as engagement leader on full-range of services provided by our Indirect Tax Transformation practice.
Work with others on Forvis Mazars Tax Transformation team to best leverage teams’ technical competencies in order to provide an unmatched client experience.
Engage with Forvis Mazars tax and non-tax leadership to expand internal knowledge of Indirect Tax Engine and Transformation services, increasing introductions to Forvis Mazars clients and prospects.
Represent the firm by authoring articles and presenting at seminars and webinars.

Minimum Qualifications:

Bachelor’s degree in finance, accounting, tax, management information systems, computer science, or a related field is required; Master’s degree in one of these fields is preferred.
10+years or more of related indirect tax engine and transformation experience, including knowledge of tax engines such as AvaTax, Vertex O-Series, and ONESOURCE.
Working knowledge of Microsoft Office suite products, strong analytical knowledge in Excel.
Working knowledge of Alteryx and/or other automation solutions.
Experience with representing tax in tax engine implementations for ERP and ecommerce systems. Familiarity with Microsoft, NetSuite, Sage, SAP, and/or Workday preferred.
General understanding/experience of tax cycle and tax workflow within each cycle.
Ability to travel as needed to serve clients.

Preferred Qualifications:

A CMI in Sales and Use Tax from the Institute for Professionals in Taxation.
A broad range of indirect tax knowledge and experience, including compliance and technical.
Process and technology experience in an indirect tax function.
Excellent attention to detail with the ability to manage multiple projects within restricted timelines
Aptitude for process improvement identification and experience with data manipulation and indirect tax systems
A team player with strong project management skills
Ability to multitask
Excellent verbal and written communication skills with the ability to present and explain complex information clearly

#LI-OAK, #LI-CLTSP, #LI-NYC, #LI-HOU

#LI-SS1

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, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. 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 any unsolicited referrals, resumes or CVs 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 recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

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