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- Tasks: Lead personal tax advisory services for business owners and high net worth clients.
- Company: Forvis Mazars is a global leader in professional services, focused on audit, tax, and advisory.
- Benefits: Enjoy hybrid working, competitive salary, performance bonuses, and comprehensive wellbeing support.
- Why this job: Join a collaborative culture that values individuality and empowers you to make an impact.
- Qualifications: Professional qualification (e.g. CTA) and extensive experience in personal tax services required.
- Other info: Clear career progression opportunities and a commitment to employee development.
The predicted salary is between 43200 - 72000 £ per year.
As a Private Client Tax Advisory Manager you will be responsible for providing personal tax advisory services as part of a specialist team to a range of clients 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
- Review tax reports prepared by junior members of the team.
- Ensure WIP analysis and billing are kept up to date.
- Ensure files are of an appropriate standard for QCR purposes.
- Liaise with HMRC regarding various issues.
- Assist the partner with identifying specific advisory issues to consider, e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation, etc.
Qualifications
- Holds a relevant professional qualification (e.g., CTA) or equivalent experience.
- Extensive experience of personal tax services.
- Significant experience developing project plans and ensuring deadlines are met.
- Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies.
- Experience identifying opportunities for business development on tax clients and across other service lines.
- Proficiency with personal tax on CCH Central would be an advantage.
About Forvis Mazars
We are a leading global professional services network delivering quality across audit, tax, advisory and consulting. We pride ourselves on being a fair and competitive employer, offering a competitive salary based on experience and benchmarking, an annual performance-based bonus, regular salary reviews, hybrid working options, and comprehensive benefits including wellbeing support.
“I have been with Forvis Mazars for over 20 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.” – Paul Barham, Partner, Private Client Tax
We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you\’ll belong to your local team, gain global experience, and make a meaningful impact now and in the future.
Does this sound like the kind of place where you can thrive?
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Tax Advisory Manager - Private Client employer: Mazars LLP
Contact Detail:
Mazars LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Advisory Manager - Private Client
✨Tip Number 1
Network with professionals in the tax advisory field, especially those who work with high net worth individuals. Attend industry events or webinars to connect with potential colleagues and clients, as personal relationships are key in this role.
✨Tip Number 2
Familiarise yourself with the latest trends and changes in personal tax legislation. Being knowledgeable about current issues will not only help you in interviews but also demonstrate your commitment to providing exceptional service.
✨Tip Number 3
Showcase your ability to think creatively by preparing examples of innovative solutions you've implemented in past roles. This will highlight your problem-solving skills and your capacity to provide holistic advice to clients.
✨Tip Number 4
Research Forvis Mazars' culture and values thoroughly. Understanding their collaborative approach and commitment to individual growth will allow you to tailor your conversations during interviews, making you a more appealing candidate.
We think you need these skills to ace Tax Advisory Manager - Private Client
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the Tax Advisory Manager position. Tailor your application to highlight your relevant experience in personal tax services and client relationship management.
Highlight Relevant Experience: In your CV and cover letter, emphasise your extensive experience in personal tax services and any specific projects you've managed. Mention your professional qualifications, such as CTA, and how they relate to the role.
Showcase Your Skills: Demonstrate your ability to think creatively and develop innovative solutions in your application. Provide examples of how you've identified business development opportunities or improved processes in previous roles.
Personalise Your Application: Address your application to the hiring team at Forvis Mazars and express why you are excited about the opportunity to work with them. Mention their commitment to collaboration and individual growth, and how you align with their values.
How to prepare for a job interview at Mazars LLP
✨Showcase Your Tax Knowledge
Make sure to brush up on the latest personal tax regulations and trends. Being able to discuss recent changes in tax law or innovative strategies for high net worth individuals will demonstrate your expertise and commitment to the field.
✨Emphasise Relationship Building
Since the role focuses on building strong relationships with clients, be prepared to share examples of how you've successfully developed client relationships in the past. Highlight your communication skills and ability to understand client needs.
✨Demonstrate Problem-Solving Skills
Prepare to discuss specific advisory issues you’ve encountered, such as shareholder profit extraction or succession planning. Show how you approached these challenges creatively and what solutions you implemented.
✨Familiarise Yourself with Forvis Mazars' Culture
Research the company’s values and culture, especially their focus on collaboration and inclusion. Be ready to explain how your personal values align with theirs and how you can contribute to their team dynamic.
