Tax Valuations - Manager

Forvis Mazars in the UK; Greater London; Presencial; GBP 75.000 - 110.000; Jornada completa

Descripción de la vacante

Forvis Mazars in the UK is seeking a Manager in Tax Valuations to lead engagements, develop client relationships and drive growth within a specialist valuation practice. You will work closely with senior leaders on complex assignments across corporate clients and private equity-backed engagements.

You will apply PWERM and OPM valuation methods, coach junior staff, and contribute to the evolution of valuation tools and templates while maintaining high technical standards.

Formación

• ACA, ACCA, CTA, CFA or equivalent professional qualification.
• 2+ years of specific Tax Valuation experience at a professional services firm.
• Understanding of PWERM and option pricing methodologies (OPM).
• Familiarity with employment-related securities, inheritance tax and transfer pricing.
• Experience with share-based payment accounting, IFRS 2 and FRS 102 Section 26.
• Experience managing valuation engagements and coordinating teams.
• Strong financial modelling and analytical skills.
• Excellent report-writing, communication and presentation skills.
• Ability to build client relationships and identify new business opportunities.
• Strong project management and organisational skills.
• Proactive coaching and development of junior team members.

Responsabilidades

• Lead and manage tax valuation engagements, liaising with clients, tax colleagues and external lawyers.
• Prepare and review valuation models, analyses and reports for tax purposes with appropriate methodologies.
• Project manage multiple engagements to budget and deadlines.
• Develop lasting client relationships and understand commercial objectives.
• Identify opportunities for new work across tax, reward, private equity and corporate advisory services.
• Support business development through proposals, pitches and thought leadership.
• Coach and develop junior team members and contribute to methodological improvements.
• Collaborate with Valuations, Tax, Equity Reward, M&A and advisory teams.

Descripción del empleo

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.

About The Team

Our Tax Valuations team is a specialist practice within the wider Valuations team, providing valuation advice to a broad range of corporate, private equity-backed, listed and high-growth clients. We support clients with valuations for tax purposes, including management incentive plans, share and securities valuations, share schemes, corporate transactions, restructuring, employee ownership structures and engagement with HMRC where required. As part of our continued growth, we are looking for a Manager to join our Tax Valuations practice and support the delivery and development of our tax-focused valuation offering. You will work closely with senior leadership on a range of complex and commercially sensitive valuation engagements while helping to develop client relationships and contribute to the future growth of the team.

About The Role

As a Manager within the Tax Valuations team, you will:

• Lead and manage tax valuation engagements, liaising with clients, tax colleagues, external lawyers.
• Prepare and review valuation models, analyses and reports for tax purposes, applying appropriate valuation methodologies and commercial judgement.
• Project manage multiple engagements simultaneously, ensuring delivery to budget and agreed deadlines.
• Develop strong and lasting relationships with clients, understanding their commercial objectives and responding proactively to their needs.
• Assist in identifying opportunities for new work across existing and prospective clients, including opportunities linked to tax, reward, private equity and corporate advisory services.
• Support business development initiatives, including proposals, pitches, client presentations and thought leadership.
• Coach, mentor and develop junior team members, providing technical guidance and supporting their professional development.
• Contribute to the continued development of tax valuation methodologies, tools, templates and innovation initiatives within the valuation practice.
• Collaborate with colleagues across Valuations, Tax, Equity Reward, M&A, Transaction Services and the wider advisory business.
• Maintain high standards of technical excellence and ensure compliance with firm policies, professional standards and regulatory requirements.
• Demonstrate commercial awareness and strategic thinking in support of the team's long-term growth objectives.

What We Are Looking For

• ACA, ACCA, CTA, CFA or equivalent professional qualification.
• 2+ years of specific Tax Valuation experience at a professional services firm
• A strong understanding of the valuation principles and methodologies commonly applied in Tax Valuations, such as probability weighted expected returns methodologies (PWERM) and option pricing methodologies (OPM).
• A familiarity with the key taxing provisions which drive the requirement for a Tax Valuation, as employment-related securities, inheritance tax and transfer pricing.
• A familiarity with share-based payment accounting, including IFRS 2 and Section 26 FRS 102.
• Experience managing valuation engagements and coordinating teams to deliver high-quality client service.
• Strong financial modelling and analytical skills.
• Excellent report-writing, communication and presentation skills.
• Ability to build and maintain strong client relationships and work effectively with tax, reward and advisory specialists.
• Commercial awareness and the ability to identify opportunities for business development.
• Strong project management and organisational skills.
• Ability to review complex analyses and exercise sound professional judgement.
• Passion for developing and coaching junior team members.
• A proactive and collaborative approach with a desire to contribute to the growth of the Tax Valuations practice.

Why join us?

• Work on a broad range of complex tax valuation assignments across multiple sectors.
• Be part of a growing national valuations team with strong ambitions for future growth.
• Collaborate closely with market-leading specialists across advisory, tax, reward and private equity.
• Access excellent learning, development and career progression opportunities.
• Help shape the future of our Tax Valuations practice through innovation, technical development and business growth.

Diversity, Equity & Inclusion

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you cangrowyour skills,belongto a team that values your ideas, and make animpactthat matters.