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Trey Ackerman

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Trey has more than 20 years of experience working with large private and public companies in various industries. In his role as client service partner, Trey is responsible for coordinating all firm services to the clients that he serves. He served for five years as market managing partner working with the firm’s leaders in Charlotte, executing the market’s growth and performance strategy, building high-performing teams, and leading community engagement and support. Trey served for the previous three years as the managing partner of an accounting firm’s tax practice. He now serves as the national service leader for tax with Forvis Mazars. In this role, Trey is working with leaders across the firm and throughout the tax practice as we execute our strategy focused on growth, leadership, talent/teams, client service, innovation, and financial performance. Trey’s professional and civic involvement includes USC-Business Partnership Foundation Trustee; Young Black Leadership Alliance Board of Directors; United Way of Central Carolinas Board of Directors (past); Charlotte Regional Partnership Executive Committee & Board of Directors (past); Charlotte Chamber Talent Development and Diversity Initiative (past); Charlotte Chamber Board of Directors (past); Charlotte City Club Finance Committee (past); and FAD Board, USC School of Accounting (past). He is a member of the American Institute of CPAs and North Carolina Association of Certified Public Accountants. Trey is a graduate of University of South Carolina, Columbia, with a B.S. degree in accounting and a Master of Taxation degree. He is also a graduate of Harvard Kennedy School Executive Education and Harvard Business School Executive Education.

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