Partnership Tax Director (In-house) (4816) | Birmingham, UK

Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.

About the Team

Our internal finance team of over 55 professionals is growing rapidly and provides pro-active support to the business as well as looking after a comprehensive set of financial tools including the firm's ledgers, cash, debtors and work in progress. Within the finance team, we have responsibility for looking after the financial affairs of not just the partnership itself, but also for over 180 partners. Our partnership finance team deals with the profit share allocations, drawings, tax and profit retentions and benefits of the partners as well as overseeing the onboarding and retirement of partners joining/leaving the partnership.

Job Purpose

Your key responsibilities will be to ensure that the firm is fully compliant with all tax compliance and regulations and be proactive in advising the firm on upcoming tax legislation/changes and ensuring the firm is tax efficient. You will be responsible for leading and steering the firm's tax strategy, policies and advising on how these impact the partnership and its partners. You will also have the opportunity to work closely with the Head of Tax and the CFO for the firm. You will lead a Partnership Tax Team which will consist of tax professionals, some of whom are full time in the team and others who also have client facing responsibilities. The role is varied and there are both ongoing monthly tasks supplemented by one-off and annual projects.

Roles & Responsibilities

• Manage the preparation of UK LLP tax computation and Partnership Tax Return for sign off by the CFO.
• Manage the preparation of UK Corporation Tax Returns for sign off by the CFO.
• Manage the preparation and submission of individual partner tax returns.
• Ensure the timely and accurate tax filings for the Partnership, Partners and Corporate entities.
• Setup and monitor a detailed timeline for completion of partner tax related tasks, ensuring that work is completed on time and uses client facing staff resources at appropriate times of the year.
• Manage the delivery of excellent service to the Partner group with regard to Partnership Tax matters and their own tax returns.
• Full technical and compliance review of LLP/Corporate Tax computations and returns prepared by team.
• Technical support to partnership tax team and partner matters team on tax matters including tax retentions.
• Leadership of the Partnership Tax Group, chairing meetings (currently quarterly) and monitoring the follow up of actions.
• Regular updates to the partner group and Executive on progress on tax strategy.
• Ensuring answers are obtained and communicated to queries raised by individual partners or groups of partners.
• Overseeing all income tax and CT payments to HMRC (including overseas aspects as necessary) - ensuring payments are made on time and to the correct amount.
• Managing the Partnership Tax Team including supporting their progression, goal setting, performance reviews, succession planning and recruitment.
• Providing technical support to the wider Private Client tax and Financial Planning teams on partnership tax matters as required.
• Identifying and advising on areas where technology or a different process may improve efficiency and to project manage the implementation.

Skills, knowledge and experience

• CTA qualification (or equivalent).
• Strong knowledge and practical experience of UK Partnership Tax and Corporation Tax.
• Good knowledge of all other UK personal taxes.
• Working knowledge of tax arrangements in other countries (particularly Europe) is preferred but not essential.
• Relevant experience working in a professional services firm and in a senior role.
• Understanding and ability to maintain confidentiality of information.
• Excellent organisational skills.
• Ability to work both independently and as part of a team.
• Clear and confident communicator, both verbally and written.
• Excellent IT skills - intermediate level of Excel is essential.
• Ability to identify issues through sound analysis and application of commercial acumen in all situations.
• Actively seeks to enhance expertise and knowledge.
• Strong attention to detail and a high concern for accuracy.
• Flexible with the ability to work effectively under pressure and manage conflicting priorities.

Forvis Mazars is a leading professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential. Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.