At a Glance
- Tasks: Lead tax advisory projects and mentor junior team members while liaising with HMRC.
- Company: Forvis Mazars, a global professional services network that values individuality and teamwork.
- Benefits: Hybrid working, opportunities for personal growth, and a supportive team environment.
- Why this job: Make a real impact in tax advisory and help clients navigate complex issues.
- Qualifications: Professional qualification in tax and extensive experience in personal tax services.
- Other info: Join a dynamic team with a focus on innovation and career development.
The predicted salary is between 36000 - 60000 Β£ per year.
As a Private Client Tax Advisory Manager you will be responsible for:
- Reviewing tax reports prepared by junior members of the team.
- Ensuring WIP analysis and billing are kept up to date.
- Ensuring files are of an appropriate standard for QCR purposes.
- Liaising with HMRC regarding various issues.
- Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc.
Skills, Knowledge and Experience
- Holds relevant professional qualification (e.g. CTA) or equivalent experience.
- Extensive experience of personal tax services.
- Significant experience of developing project plans and ensuring deadlines are met.
- Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies.
- Experience of identifying opportunities for business development on tax clients and across other service lines.
- Proficiency with personal tax on CCH Central would be an advantage.
This role is based out of our Leeds offices (hybrid).
Private Client Tax Advisory Manager in Leeds employer: DeFi Planet
Contact Detail:
DeFi Planet Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Private Client Tax Advisory Manager in Leeds
β¨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to current employees at Forvis Mazars on LinkedIn. You never know who might have the inside scoop on job openings!
β¨Tip Number 2
Prepare for those interviews! Research common questions for a Private Client Tax Advisory Manager role and practice your answers. Make sure you can showcase your experience with personal tax services and how you've developed project plans in the past.
β¨Tip Number 3
Show off your creativity! Think of innovative ideas or methodologies you've used in previous roles that could benefit Forvis Mazars. This will help you stand out as someone who can contribute to their mission of delivering quality and creating change.
β¨Tip Number 4
Don't forget to apply through our website! Itβs the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team and making an impact at Forvis Mazars.
We think you need these skills to ace Private Client Tax Advisory Manager in Leeds
Some tips for your application π«‘
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Advisory Manager role. Highlight your relevant experience, especially in personal tax services and project management. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team at Forvis Mazars. Share specific examples of your past work that relate to the responsibilities mentioned in the job description.
Showcase Your Qualifications: Donβt forget to mention your professional qualifications, like CTA or equivalent experience. We value these credentials highly, so make sure they stand out in your application!
Apply Through Our Website: We encourage you to apply directly through our website. Itβs the best way for us to receive your application and ensures youβre considered for the role. Plus, it shows youβre keen on joining our team!
How to prepare for a job interview at DeFi Planet
β¨Know Your Tax Stuff
Make sure you brush up on personal tax services and the latest regulations. Being able to discuss specific advisory issues like shareholder profit extraction or exit planning will show that you're not just knowledgeable but also ready to tackle real-world scenarios.
β¨Showcase Your Project Management Skills
Prepare examples of how you've developed project plans and met deadlines in your previous roles. This is crucial for a Private Client Tax Advisory Manager, so be ready to discuss your approach to managing workloads and ensuring quality standards.
β¨Demonstrate Your Creative Thinking
Think about innovative ideas or methodologies you've implemented in past positions. For this role, being able to think outside the box and generate new initiatives will set you apart from other candidates.
β¨Be Ready for Business Development Talk
Have some examples ready of how you've identified opportunities for business development in tax clients or across service lines. This shows that you understand the importance of growth and can contribute to the firm's future direction.