Private Client Tax Manager

Forvis Mazars LLP; Greater Manchester; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading global professional services firm is seeking a Personal Tax Assurance/Compliance Manager to join their Private Client Tax Team in Leeds. The successful candidate will provide tax compliance and assurance services, manage client relationships, and mentor junior staff. Required qualifications include at least 5 years of personal tax experience and a professional qualification. This role offers hybrid working, competitive salary, and a comprehensive benefits package.

Benefits

Competitive salary

Annual performance-based bonus

Comprehensive benefits package

Hybrid working options

Career progression opportunities

Qualifications

• Minimum of 5 years of experience in personal tax compliance or assurance.
• Professional qualification in ACA, ACCA, CTA, or equivalent.
• Excellent communication and interpersonal skills to build and maintain client relationships.

Responsibilities

• Provide comprehensive tax compliance and assurance services.
• Review personal, trust, and partnership tax returns.
• Develop and maintain client relationships, identifying tax advice opportunities.
• Manage and mentor junior tax staff.

Skills

Tax compliance

Client relationship management

Communication skills

Interpersonal skills

Proficiency in tax software (CCH)

Microsoft Office applications

Education

ACA, ACCA, CTA, or equivalent

Tools

Tax software (CCH)

Microsoft Office

Job description

At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You'll be supported to learn, explore and develop from day one. 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.

About The Team:

We are looking for a dedicated and experienced Personal Tax Assurance/Compliance Manager to join our Private Client Tax Team in Leeds. The successful candidate will be responsible for managing and delivering high-quality tax compliance and assurance services to a diverse portfolio of clients, including individuals, partnerships, business owner-managers, and trustees.

We are also open to speaking with Senior Associates/Assistant Managers looking to step up into a Manager level position.

What You'll Do:

• Provide comprehensive tax compliance and assurance services to individuals, partnerships, trusts, and estates.
• Review personal, trust and partnership tax returns and other necessary forms to ensure clients meet all their tax obligations.
• Develop, maintain, and own client relationships, spotting opportunities for tax advice.
• Manage and mentor junior tax staff, providing guidance and support to enhance their professional development.
• Ensuring WIP analysis and billing are kept up to date

What You'll Bring:

• Minimum of 5 years of experience in personal tax compliance or assurance
• Professional qualification such as ACA, ACCA, CTA, or equivalent.
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
• Proficiency in tax software (CCH) and Microsoft Office applications.

What We Offer:

Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.

We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.

Salaries & Benefits:

At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts.

You’ll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive?

Location:

Leeds Office – Located in 3 Wellington Place, 5th Floor, Leeds, LS1 4AP. Just a 10-minute walk from Leeds Station. Positioned in a modern business quarter with excellent amenities and green spaces.

Manchester Office – Located in One St Peter’s Square, Manchester, M2 3DE. Easily accessible from Piccadilly and Oxford Road stations. A vibrant city centre location surrounded by top restaurants, shops, and cultural hotspots.

Ready to Grow, Belong, and Impact? Apply now and join us at Forvis Mazars!