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- Tasks: Provide personal tax advisory services to high net worth clients and build strong relationships.
- Company: Forvis Mazars, a leading global professional services network with a collaborative culture.
- Benefits: Competitive salary, performance bonuses, hybrid working, and comprehensive wellbeing support.
- Why this job: Make a meaningful impact while developing your career in a supportive environment.
- Qualifications: Professional qualification in tax and extensive experience in personal tax services.
- Other info: Join a diverse team in a modern office with excellent amenities and growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
At Forvis Mazars, we are always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You will 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 belong to your local team, gain global experience, and make a meaningful impact now and in the future.
About The Team: We take a collaborative approach and are genuinely committed to giving people opportunities. As a Private Client Tax Advisory Manager, you will be responsible for providing personal tax advisory services as part of a specialist team to a range of clients 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 Manager you will be responsible for:
- Reviewing tax reports prepared by junior members of the team.
- Ensuring 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.
What You’ll Bring:
- 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.
What We Offer: Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We are united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you will 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 are 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.
Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which is based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You will enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people.
Location: Leeds Office – Located in 3 Wellington Place, 5th Floor, Leeds, LS1 4AP. Just a 10-minute walk from Leeds Station. Positioned in a modern business quarter with excellent amenities and green spaces.
Ready to Grow, Belong, and Impact? Apply now and join us at Forvis Mazars!
Private Client Tax Advisory Manager in Leeds employer: Forvis Mazars LLP
Contact Detail:
Forvis Mazars LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Advisory Manager in Leeds
✨Tip Number 1
Network like a pro! Reach out to current employees at Forvis Mazars on LinkedIn. Ask them about their experiences and any tips they might have for your interview. Building connections can give you insider knowledge and show your genuine interest in the company.
✨Tip Number 2
Prepare for the interview by researching common questions for Private Client Tax Advisory roles. Think about how your experience aligns with the job description and be ready to share specific examples of your past work that demonstrate your skills.
✨Tip Number 3
Showcase your personality! Forvis Mazars values individuality, so don’t be afraid to let your unique traits shine through during the interview. Be authentic and express how you can contribute to their collaborative culture.
✨Tip Number 4
Follow up after your interview with a thank-you email. Mention something specific from your conversation to remind them of your discussion. This shows your enthusiasm for the role and keeps you fresh in their minds!
We think you need these skills to ace Private Client Tax Advisory Manager in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Advisory Manager role. Highlight your personal tax services experience and any relevant qualifications like CTA. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about personal tax advisory and how your background aligns with our culture of collaboration and innovation. Let your personality come through!
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to develop project plans and meet deadlines. We love seeing how you've made an impact in previous roles, so don’t hold back!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Forvis Mazars LLP
✨Know Your Stuff
Make sure you brush up on personal tax services and the specific advisory issues mentioned in the job description. Familiarise yourself with common scenarios like shareholder profit extraction and individual relocation, as these will likely come up during your interview.
✨Showcase Your Collaborative Spirit
Since Forvis Mazars values teamwork, be ready to discuss examples of how you've successfully worked with others in the past. Highlight any experiences where you built strong relationships with clients or colleagues, especially in a tax advisory context.
✨Demonstrate Creative Thinking
Prepare to share innovative ideas or methodologies you've developed in previous roles. This could be anything from improving processes to identifying new business opportunities. Show them that you can think outside the box while providing pragmatic advice.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the team culture or the types of clients you'll be working with. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
