At a Glance
- Tasks: Manage client portfolios and provide personal tax advisory services to high net worth individuals.
- Company: Join Forvis Mazars, a leading global professional services network with a collaborative culture.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Embrace diversity and inclusion while growing your career in a dynamic environment.
- Why this job: Make a real impact while building strong relationships with diverse clients.
- Qualifications: Professional qualification in tax and extensive experience in personal tax services required.
The predicted salary is between 54000 - 66000 £ per year.
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.
You'll join a collaborative and inclusiveteam 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 taxadvisory services as part of a specialist team to a range of clientsnationally 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 relationshipswith both clients and other Forvis Mazarsteam members (both in the UK and abroad) as well as providing pragmatic, holistic advice.
You will work closely with the tax, privateclient and privately owned business teams and withclients 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, developyourportfolio 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 Clienttax and other teams.
Reviewing tax reports prepared by junior members of the team.
Ensuring WIP analysis and billing are kept up to date.
Liaisingwith HMRC regarding various issues.
Assisting the partner(s) withidentifying specific advisory issues to consider e. g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individualrelocation etc.
What we are looking for Holds relevant professionalqualification (e. g.
CTA) or equivalentexperience.
Extensive experience of personal tax services.
Significantexperience of developing project plans and ensuring deadlines are met.
Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies.
Experience of identifyingopportunities for business development on taxclients and across other service lines.
Proficiencywith 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.
- Summary
- Type: Full time
Private Client Tax Associate Director employer: Forvis Mazars
At Forvis Mazars, we pride ourselves on fostering a collaborative and inclusive work culture that empowers our employees to thrive. As a Tax Advisory Associate Director in Leeds, you'll benefit from competitive salaries, hybrid working options, and clear career progression opportunities, all while being part of a diverse team dedicated to making a meaningful impact. With a strong focus on personal development and wellbeing, this is an excellent place for professionals looking to grow and contribute their unique perspectives.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Associate Director
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Forvis Mazars, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Associate Director
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Forvis Mazars's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Forvis Mazars. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Forvis Mazars!
How to prepare for a job interview at Forvis Mazars
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Forvis Mazars.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Forvis Mazars. It helps to show our commitment!
