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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: 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: Dynamic Glasgow office with excellent career progression and a vibrant city atmosphere.
The predicted salary is between 60000 - 75000 £ 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 will belong to your local team, gain global experience, and make a meaningful impact now and in the future.
About The Team: 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 Will 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 Will 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: Glasgow Office – Located in 100 Queen Street, Glasgow, G1 3DN. Centrally located with easy access to Glasgow Queen Street and Central stations. Surrounded by great cafés, shops, and city energy in Scotland's largest city.
Ready to Grow, Belong, and Impact? Apply now and join us at Forvis Mazars!
Private Client Tax Advisory - Associate Director (Glasgow) employer: Forvis Mazars
Contact Detail:
Forvis Mazars Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Advisory - Associate Director (Glasgow)
✨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. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Forvis Mazars values collaboration and individuality, so think about how you can showcase your unique skills while also demonstrating your ability to work well in a team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Private Client Tax Advisory Associate Director. Highlight your business development skills and any relevant projects you've led to show you're the perfect fit.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the Forvis Mazars team and making an impact from day one.
We think you need these skills to ace Private Client Tax Advisory - Associate Director (Glasgow)
Some tips for your application 🫡
Show Your Personality: When writing your application, let your unique personality shine through! We want to see who you are beyond your qualifications. A touch of individuality can make your application stand out in a sea of candidates.
Tailor Your Application: Make sure to tailor your application specifically for the Private Client Tax Advisory role. Highlight your relevant experience and skills that align with what we’re looking for. This shows us you’ve done your homework and are genuinely interested in joining our team.
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that get straight to the heart of your experience and how it relates to the role. Avoid fluff and focus on what matters!
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’s super easy and straightforward – just a few clicks and you’re done!
How to prepare for a job interview at Forvis Mazars
✨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 that you're not just qualified, but genuinely interested in the role.
✨Showcase Your Relationship-Building Skills
Since this role is all about building strong relationships, be prepared to discuss your experience in managing client portfolios. Share examples of how you've developed new business relationships and maintained existing ones. Highlight your collaborative approach and how it aligns with the culture at Forvis Mazars.
✨Demonstrate Your Business Development Acumen
Think of specific strategies you've used to identify opportunities for business development in previous roles. Be ready to discuss how you can apply these skills to grow the Private Client Tax portfolio at Forvis Mazars. They want to see your proactive mindset!
✨Ask Thoughtful Questions
Prepare some insightful questions about the team dynamics, the types of clients you'll be working with, and the company's approach to professional development. This shows that you're not only interested in the position but also in how you can contribute to the team's success.