Tax Associate Director

Forvis Mazars; Bolton; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading global professional services network is seeking a Private Client Tax Advisory Associate Director. This role involves reviewing tax reports, liaising with HMRC, and developing business opportunities. Candidates should have extensive experience in personal tax services and a relevant professional qualification.

Qualifications

• Extensive experience in personal tax services.
• Significant experience in developing project plans.

Responsibilities

• Reviewing tax reports prepared by junior team members.
• Ensuring WIP analysis and billing are up to date.
• Liaising with HMRC regarding various issues.

Skills

Creative Thinking

Business Development

Project Planning

Education

CTA

Tools

CCH Central

Job description

Job Description

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 to enhance the solutions we offer. You'll have a significant say in how your role and your team operate, enabling you to make a real impact on our business.

Are you looking to make your mark in Private Client Tax as an Associate Director?

Are you eager to grow our business as if it were your own?

Do you seek open, engaged, and collaborative teams?

If so, then apply to the role today!

Roles & Responsibilities

As a Private Client Tax Advisory Associate Director, you will be responsible for:

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

Skills, Knowledge, and Experience

• Holding a 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, and develop new initiatives and methodologies.
• Experience in identifying opportunities for business development within tax clients and across other service lines.
• Proficiency with personal tax on CCH Central is an advantage.

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, comprising two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership in over 100 countries and territories.

At Forvis Mazars, we celebrate individuality and thrive on teamwork. We empower our people to make meaningful contributions to our shared purpose. We support one another to deliver quality, foster change, and make an impact, enabling everyone to reach their full potential. Further details can be found on our website.