Tax Associate Director

DeFi Planet; Stockport; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading global professional services network is seeking a Private Client Tax Advisory Associate Director in Stockport. This pivotal role involves reviewing tax reports, liaising with HMRC, and identifying business development opportunities. Ideal candidates will have extensive experience in personal tax services and a knack for innovative business strategies.

Qualifications

• Extensive experience in personal tax services.
• Significant project planning experience.
• Ability to think creatively and develop new initiatives.

Responsibilities

• Reviewing tax reports prepared by junior team members.
• Liaising with HMRC on various issues.
• Assisting in identifying specific advisory issues.

Skills

Personal tax services

Project planning

Creative thinking

Business development

CCH Central proficiency

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 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 an 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 for this role today!

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 to 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, and individual relocation.

Skills, Knowledge, and 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 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 that everyone can reach their full potential. Further details can be found on our website.