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- Tasks: Manage client portfolios and develop new business relationships in Private Client Tax.
- Company: Join a leading firm with a focus on personal tax services and client success.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Dynamic work environment with a focus on innovation and creativity.
- Why this job: Make a real impact by advising clients on tax strategies and business development.
- Qualifications: Professional qualification in tax or equivalent experience required.
The predicted salary is between 60000 - 80000 £ per year.
What You’ll Do:
- Manage a portfolio of clients as the main point of contact for Private Client Tax in the Glasgow office, developing 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.
- Review tax reports prepared by junior members of the team.
- Ensure WIP analysis and billing are kept up to date.
- Liaise with HMRC regarding various issues.
- Assist 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:
- 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.
Private Client Tax Advisory - Associate Director 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 - Associate Director
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience in personal tax services and business development. Share specific examples of how you've successfully managed client portfolios or developed new initiatives.
✨Tip Number 3
Prepare for interviews by researching the company and its clients. Understand their needs and think about how you can add value, especially in areas like shareholder profit extraction or succession planning. Tailor your responses to show you’re the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Private Client Tax Advisory - Associate Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax role. Highlight your qualifications, especially if you hold a CTA or similar, and showcase your experience in personal tax services.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Associate Director position. Mention your business development skills and how you've successfully managed client portfolios in the past.
Showcase Your Creativity: We love innovative thinkers! In your application, share examples of how you've developed new initiatives or methodologies in your previous roles. This will demonstrate your ability to think outside the box and contribute to our team.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Forvis Mazars LLP
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around areas like shareholder profit extraction and succession planning. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Show Off Your Business Development Skills
Prepare examples of how you've successfully developed client relationships in the past. Think about specific strategies you've used to grow a portfolio and be ready to share how you can apply those skills to attract new clients for the firm.
✨Be Ready to Discuss Team Dynamics
Since you'll be reviewing reports from junior team members, think about how you can support and mentor them. Be prepared to talk about your experience in managing teams and how you ensure deadlines are met while maintaining quality.
✨Familiarise Yourself with CCH Central
If you have experience with CCH Central, great! If not, take some time to learn about it. Mentioning your proficiency or willingness to get up to speed with this software can set you apart from other candidates.