Tax Advisory Manager

Forvis Mazars LLP; Leeds; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading global professional services network seeks a Private Client Tax Advisory Manager in Leeds. In this hybrid role, you will oversee tax reports, ensure compliance standards, and assist partners with advisory issues. Candidates should have relevant experience, extensive personal tax knowledge, and a professional qualification like CTA.

Qualifications

• Extensive experience in personal tax services.
• Significant experience in developing project plans and ensuring deadlines are met.
• Experience in identifying opportunities for business development.

Responsibilities

• Review tax reports prepared by junior team members.
• Ensure WIP analysis and billing are kept up to date.
• Liaise with HMRC regarding various issues.

Skills

Personal tax services

Creative thinking

Business development

Education

Relevant professional qualification (e.g., CTA)

Tools

CCH Central

Job description

Private Client Tax Advisory Manager (4720)

At Forvis Mazars, we're eager 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 work 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 seeking open, engaged, and collaborative teams?

And do you want 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:

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

Skills, Knowledge, and Experience

• Hold relevant professional qualification (e.g., CTA) or equivalent experience.
• Extensive experience in 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 in 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. Further details can be found on our website.