Private Client Tax Advisory Manager
Private Client Tax Advisory Manager

Private Client Tax Advisory Manager

Leeds Full-Time 43200 - 72000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead a team in reviewing tax reports and liaising with HMRC.
  • Company: Join Forvis Mazars, a global leader in professional services with a focus on teamwork.
  • Benefits: Enjoy hybrid working, personal growth opportunities, and a collaborative culture.
  • Why this job: Make an impact in Private Client Tax while growing your career with a supportive team.
  • Qualifications: Professional qualification (e.g. CTA) and extensive personal tax experience required.
  • Other info: Opportunity to innovate and develop new initiatives in a dynamic environment.

The predicted salary is between 43200 - 72000 £ per year.

At Forvis Mazars, we are agile enough to embrace change and deliver impact. This means we encourage people to grow, feel empowered and that they belong to the future direction of the firm. We are constantly improving the way we work, so that we enhance the solutions we offer. You will have a big say in the way your role and your team works so you can make an impact on our business.

Are you looking to make your mark in Private Client Tax? Are you looking to grow our business as if it was your own? Are you looking for open, engaged and collaborative teams? And are you looking to achieve all of this and much more with a global leader in audit & assurance, tax, advisory and consulting services? Then apply to the role today!

Roles & Responsibilities

  • Reviewing tax reports prepared by junior members of the team.
  • Ensuring WIP analysis and billing are kept up to date.
  • Ensuring files are of an appropriate standard for QCR purposes.
  • Liaising with HMRC regarding various issues.
  • Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc.

Skills, Knowledge and Experience

  • 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.

This role is based out of our Leeds offices (hybrid).

About Forvis Mazars

Forvis Mazars is a leading global 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. At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential.

Private Client Tax Advisory Manager employer: MAZARS UK

At Forvis Mazars, we pride ourselves on fostering a dynamic and inclusive work environment where every employee is empowered to contribute to our collective success. Our Leeds office offers a collaborative culture that encourages professional growth and innovation, allowing you to make a meaningful impact in the Private Client Tax sector while enjoying the benefits of hybrid working. Join us to be part of a global leader that values individuality and teamwork, providing you with the opportunity to thrive in your career.
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Contact Detail:

MAZARS UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Advisory Manager

✨Tip Number 1

Familiarise yourself with the latest trends in private client tax advisory. Understanding current issues and changes in tax legislation will not only help you in interviews but also demonstrate your commitment to the field.

✨Tip Number 2

Network with professionals in the tax advisory sector. Attend industry events or join relevant online forums to connect with others in the field. This can lead to valuable insights and potential referrals.

✨Tip Number 3

Prepare to discuss specific scenarios where you've successfully managed projects or developed innovative solutions in tax advisory. Real-life examples will showcase your experience and problem-solving skills.

✨Tip Number 4

Research Forvis Mazars thoroughly. Understand their values, recent projects, and how they approach client relationships. Tailoring your conversation to align with their ethos can make a strong impression during interviews.

We think you need these skills to ace Private Client Tax Advisory Manager

Professional Qualification (e.g. CTA)
Extensive Experience in Personal Tax Services
Project Management Skills
Creative Thinking
Innovative Problem-Solving
Business Development Acumen
Knowledge of HMRC Regulations
Attention to Detail
Strong Communication Skills
Experience with CCH Central
Team Leadership
Client Relationship Management
Analytical Skills
Adaptability to Change

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Private Client Tax Advisory Manager position. Tailor your application to highlight how your skills and experiences align with these specific needs.

Highlight Relevant Experience: In your CV and cover letter, emphasise your extensive experience in personal tax services and any relevant qualifications, such as CTA. Provide examples of how you've successfully managed projects and met deadlines in previous roles.

Showcase Your Creativity: Since the role requires creative thinking and innovative ideas, include examples in your application that demonstrate your ability to develop new initiatives or methodologies in tax advisory services.

Personalise Your Cover Letter: Craft a personalised cover letter that reflects your enthusiasm for the role and the company. Mention why you want to work at Forvis Mazars specifically and how you can contribute to their goals and values.

How to prepare for a job interview at MAZARS UK

✨Showcase Your Tax Knowledge

Make sure to brush up on your knowledge of personal tax services and relevant legislation. Be prepared to discuss specific tax scenarios and how you would approach them, as this role requires a deep understanding of tax advisory.

✨Demonstrate Leadership Skills

As a manager, you'll be responsible for guiding junior team members. Share examples from your past experiences where you've successfully led a team or project, highlighting your ability to mentor and develop others.

✨Highlight Business Development Experience

Forvis Mazars values growth and innovation. Be ready to discuss how you've identified opportunities for business development in previous roles, particularly in tax services, and how you can contribute to their growth.

✨Prepare Questions About the Firm

Show your interest in Forvis Mazars by preparing thoughtful questions about their culture, values, and future direction. This demonstrates that you're not only interested in the role but also in being part of their team and contributing to their mission.

Private Client Tax Advisory Manager
MAZARS UK
M
  • Private Client Tax Advisory Manager

    Leeds
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-07-07

  • M

    MAZARS UK

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