Private Client Tax Advisory Manager (4720)

MAZARS LIMITED; Leeds; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

MAZARS LIMITED is seeking a Private Client Tax Advisory Manager based in Leeds. This role involves reviewing tax reports, liaising with HMRC, and assisting with advisory issues. Ideal candidates will hold a CTA qualification and possess extensive experience in personal tax services, along with the ability to develop project plans and business opportunities.

Qualifications

• Holds relevant professional qualification (CTA) or equivalent experience.
• Extensive experience in personal tax services.
• Ability to think creatively and generate innovative ideas.

Responsibilities

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

Skills

Tax advisory knowledge

Business development skills

Creativity

Project management

Education

Professional qualification (CTA)

Tools

CCH Central

Job description

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Private Client Tax Advisory Manager (4720), Leeds

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Client:

MAZARS LIMITED

Location:

Leeds, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

7f517f13d805

Job Views:

4

Posted:

02.07.2025

Expiry Date:

16.08.2025

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Job Description:

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 such as shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation, etc.

Skills, Knowledge and Experience

• Holds relevant professional qualification (CTA) or equivalent experience.
• Extensive experience of personal tax services.
• Significant experience in 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 operating under a single brand worldwide, with two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership in over 100 countries.

At Forvis Mazars, we celebrate individuality and thrive on teamwork. We support one another to deliver quality, create change, and make an impact so everyone can reach their full potential. More details can be found on our website.

Documents:

• FM - 4720 - Private Client Tax - Manager - (KB)

Job ID 4738