Private Client Tax Advisory Manager

mazars uk; Maidstone; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

A leading global professional services network is seeking a Private Client Tax Advisory Manager to join their team. In this role, you will review tax reports, liaise with HMRC, and guide junior staff to uphold quality standards. Ideal candidates are proactive with experience in personal tax services and business development. This position offers significant responsibility within a collaborative environment.

Qualifications

• Professional qualification such as CTA or equivalent experience.
• Extensive experience in personal tax services.
• Experience developing project plans and meeting deadlines.

Responsibilities

• Reviewing tax reports prepared by junior team members.
• Liaising with HMRC regarding various issues.
• Assisting partner with advisory issues.

Skills

Extensive experience of personal tax services

Ability to think creatively

Business development opportunities identification

Project planning and deadline management

Education

Professional qualification (e.g. CTA)

Tools

CCH Central

Job description

Private Client Tax Advisory Manager (4720)

At Forvis Mazars, we're 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're constantly improving the way we work, so that we enhance the solutions we offer. You'll 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 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

As a Private Client Tax Advisory Manager you will be responsible for:

• 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). We are also open to speaking with Senior Managers/Associate Directors looking to step up into a Director level position

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, further details can be found on our website.

Documents

• FM - 4720 - Private Client Tax - Manager - JD.pdf (135.18 KB)