Tax Associate Director

Appcast; Ribble Valley; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Private Client Tax Advisory Associate Director to lead and innovate in personal tax services. This role offers the opportunity to review and enhance tax reports, liaise with HMRC, and assist in developing strategic advisory initiatives. Join a dynamic team that values collaboration and creativity, and make a significant impact on the business. If you are looking to grow and take on new challenges in a supportive environment, this role is perfect for you.

Qualifications

• Holding relevant professional qualifications (e.g., CTA) or equivalent experience.
• Extensive experience in personal tax services.

Responsibilities

• Reviewing tax reports prepared by junior team members.
• Liaising with HMRC regarding various issues.

Skills

CTA qualification

Personal tax services experience

Project planning

Creative thinking

Business development

CCH Central proficiency

Education

Relevant professional qualifications

Tools

CCH Central

Job description

At Forvis Mazars, we're agile enough to embrace change and deliver impact. We encourage people to grow, feel empowered, and belong to the future direction of the firm. We're constantly improving our ways of working to enhance the solutions we offer. You will have a significant influence on your role and your team, enabling you to make an impact on our business.

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

Do you want to grow our business as if it were your own?

Are you seeking open, engaged, and collaborative teams?

If so, then apply for this role today!

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

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

Skills, Knowledge, and Experience

1. Holding relevant professional qualifications (e.g., CTA) or equivalent experience.
2. Extensive experience in personal tax services.
3. Significant experience in developing project plans and ensuring deadlines are met.
4. Ability to think creatively, generate innovative ideas, and develop new initiatives and methodologies.
5. Experience in identifying opportunities for business development within tax clients and across other service lines.
6. Proficiency with personal tax on CCH Central is advantageous.

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 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 everyone can reach their full potential. Further details can be found on our website.