Tax Associate Director

J.P. MORGAN; Manchester; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading global professional services network seeks an Associate Director in Private Client Tax. This role emphasizes teamwork and innovation while overseeing tax report reviews, liaising with HMRC, and generating business development opportunities. Applicants should possess significant experience in personal tax services and a relevant qualification like CTA.

Qualifications

• Extensive experience of personal tax services.
• Significant experience of developing project plans.
• Holds relevant professional qualification (e.g. CTA).

Responsibilities

• Reviewing tax reports prepared by junior team members.
• Liaising with HMRC on various issues.
• Identifying advisory issues for planning and development.

Skills

Creative thinking

Business development

Project planning

Personal tax services

Tax reporting

Education

CTA or equivalent experience

Tools

CCH Central

Job description

Tax Associate Director (4028)

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 as Associate Director?

Are you looking to grow our business as if it was your own?

And are you looking for open, engaged and collaborative teams?

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 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.

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 - 4028 - Private Client Tax - Associate Director - JD.pdf (134.84 KB)