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- Tasks: Manage client portfolios and provide personal tax advisory services to high net worth individuals.
- Company: Forvis Mazars, a leading global professional services network with a collaborative culture.
- Benefits: Empowerment to shape your career, inclusive environment, and opportunities for personal growth.
- Other info: Join a dynamic team that celebrates individuality and encourages bold thinking.
- Why this job: Make a meaningful impact while working with diverse clients and innovative teams.
- Qualifications: Extensive experience in personal tax services and strong business development skills.
The predicted salary is between 60000 - 80000 £ per year.
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.
About The Team: ‘I have been with Forvis Mazars for over 13 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities.’ (Zoe Davies, Tax Partner, Head of UK Private Client Advisory, Forvis Mazars)
As a Private Client Tax Advisory Associate Director you will be responsible for providing personal tax advisory services as part of a specialist team to a range of clients nationally that has a strong focus on business owners, trustees and high net worth individuals. Given the nature of these clients, the role will centre around building strong relationships with both clients and other Forvis Mazars team members (both in the UK and abroad) as well as providing pragmatic, holistic advice. You will work closely with the tax, private client and privately owned business teams and with clients and be committed to providing exceptional service.
What You’ll Do: As a Private Client Tax Advisory Associate Director, you will be responsible for:
- Manage a portfolio of clients as the main point of contact for Private Client Tax in the Glasgow office, develop your portfolio to grow your base of profitable work.
- Develop a portfolio of businesses to target, using your business development skills to start new relationships and generate new work for Private Client tax and other teams.
- Reviewing tax reports prepared by junior members of the team.
- Ensuring WIP analysis and billing are kept up to date.
- Liaising with HMRC regarding various issues.
- Assisting the partner(s) with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc.
What You’ll Bring:
- 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.
What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one. We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.
Private Client Tax - Associate Director employer: Forvis Mazars in the UK
Contact Detail:
Forvis Mazars in the UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax - Associate Director
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to current employees at Forvis Mazars. Building relationships can open doors that applications alone can't.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, be ready to discuss your experience in personal tax services. Share specific examples of how you've helped clients and the impact you've made. This will help you stand out from the crowd.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to the hiring team at Forvis Mazars through our website. Express your interest in the Private Client Tax Associate Director role and highlight what you can bring to the table.
✨Tip Number 4
Prepare for interviews by researching the company culture. Understand what makes Forvis Mazars unique and think about how your values align with theirs. This will help you articulate why you're a great fit and show that you’re genuinely interested in being part of their team.
We think you need these skills to ace Private Client Tax - Associate Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Tax role. Highlight your personal tax advisory experience and any business development successes to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your personality and explain why you’re excited about joining Forvis Mazars. Don’t forget to mention how you can contribute to our collaborative culture.
Showcase Your Relationship-Building Skills: Since this role involves managing client relationships, be sure to include examples of how you've successfully built and maintained strong connections in your previous roles. We love seeing those interpersonal skills in action!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Forvis Mazars in the UK
✨Know Your Stuff
Make sure you brush up on personal tax services and the specific needs of high net worth individuals. Familiarise yourself with the latest tax regulations and how they impact business owners and trustees. This will show your potential employer that you're not just knowledgeable but also genuinely interested in the role.
✨Showcase Your Relationship-Building Skills
Since this role involves managing client relationships, be prepared to discuss your experience in building and maintaining strong connections. Think of examples where you've successfully developed client portfolios or collaborated with teams to deliver exceptional service.
✨Demonstrate Your Business Development Acumen
Forvis Mazars is looking for someone who can grow their client base. Come ready with ideas on how you would target new businesses and generate work for the Private Client tax team. Highlight any past successes in business development to back up your claims.
✨Be Ready to Discuss Innovative Thinking
The role requires creative problem-solving and innovative ideas. Prepare to share instances where you've thought outside the box to tackle challenges or improve processes. This will illustrate your ability to contribute to the team's success and align with their collaborative culture.