Private Client Tax Associate Director

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.

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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

‘I have been with Forvis Mazars for over 13 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities. ‘(Zoe Davies, Tax Partner, Head of UK Private Client Advisory, Forvis Mazars)

As a Private Client Tax Advisory Associate Director you will be responsible for providing personal tax advisory services as part of a specialist team to a range of clients nationally that has a strong focus on business owners, trustees and high net worth individuals. Given the nature of these clients, the role will centre around building strong relationships with both clients and other Forvis Mazars team members (both in the UK and abroad) as well as providing pragmatic, holistic advice. You will work closely with the tax, private client and privately owned business teams and with clients and be committed to providing exceptional service.

About the role

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

• Manage a portfolio of clients as the main point of contact for Private Client Tax in the Glasgow office, develop your portfolio to grow your base of profitable work.
• Develop a portfolio of businesses to target, using your business development skills to start new relationships and generate new work for Private Client tax and other teams.
• Reviewing tax reports prepared by junior members of the team.
• Ensuring WIP analysis and billing are kept up to date.
• Liaising with HMRC regarding various issues.
• Assisting the partner(s) with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc.

What we are looking for

• 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.

Ready to grow, belong, and impact? Apply now and join us at Forvis Mazars!

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 can grow your skills, belong to a team that values your ideas, and make an impact that matters.