Private Client Tax Manager

Forvis Mazars; Leeds (IA); On-site; USD 80,000 - 120,000; Full time

Job summary

Forvis Mazars is seeking a Private Client Tax Assurance/Compliance Manager to lead tax compliance and assurance for clients. The role offers the opportunity to manage junior staff and develop client relationships within a supportive and growth-oriented environment. Candidates should have significant experience in tax compliance or assurance with relevant professional qualifications.

Qualifications

• 5+ years of experience in personal tax compliance or assurance.
• Strong client relationship management skills.
• Ability to mentor junior tax staff.

Responsibilities

• Provide comprehensive tax compliance and assurance services.
• Review personal and partnership tax returns.
• Develop and maintain client relationships.

Skills

Communication

Interpersonal skills

Tax compliance

Account management

Education

Professional qualifications such as ACA, ACCA, CTA

Tools

CCH tax software

Microsoft Office

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 team operate, allowing you to make a real impact on our business.

Are you looking to make your mark in Private Client Tax Assurance?

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

Are you seeking open, engaged, and collaborative teams?

And are you looking to achieve all of this and more with a global leader in audit & assurance, tax, advisory, and consulting services?

If so, then apply to the role today!

Roles & Responsibilities

As a Private Client Tax Assurance/Compliance Manager, you will be responsible for:

• Providing comprehensive tax compliance and assurance services to individuals, partnerships, trusts, and estates.
• Reviewing personal, trust, and partnership tax returns and other forms to ensure clients meet all tax obligations.
• Developing, maintaining, and owning client relationships, identifying opportunities for tax advice.
• Managing and mentoring junior tax staff, offering guidance and support to foster their professional growth.
• Ensuring WIP analysis and billing are accurately maintained.

We are also open to speaking with Senior Associates or Assistant Managers looking to step up.

Skills, Knowledge, and Experience

• At least 5 years of experience in personal tax compliance or assurance.
• Professional qualifications such as ACA, ACCA, CTA, or equivalent.
• Excellent communication and interpersonal skills, with the ability to build and sustain client relationships.
• Proficiency in tax software (CCH) and Microsoft Office applications.

This role is based out of our Leeds offices.

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 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.