Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. #LI-DNP You'll join a
collaborative
and
inclusive
team
where you're
supported
to grow
your
skills, explore new
opportunities , and contribute from day one. You'll work
with
a diverse
client
base,
develop
meaningful
connections , and gain
experience
that extends beyond
your
local
team .
Together , we
grow ,
belong
and
impact . 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. About the role 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 we are looking for 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. Ready to grow, belong, and impact? Apply now and join us at
Forvis
Mazars ! Diversity , Equity &
Inclusion At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.
TPBN1_UKTJ
Private Client Tax Associate Director in London employer: Forvis Mazars
Forvis Mazars is an exceptional employer that prioritises employee growth and development within a dynamic and inclusive work culture. Located in Birmingham, our team thrives on collaboration and innovation, offering extensive training opportunities and the chance to work with a diverse client base. Join us to be part of a supportive environment where your contributions are valued, and you can make a meaningful impact on the success of SME businesses.
