Practice Management Lead

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

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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.