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. #LI-DNP 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. Forvis Mazars is a leading global professional services network providing audit & assurance, tax and advisory services. In the UK, we're home to more than 3,400 professionals and 190 partners across 14 offices, all united by a shared purpose: shaping a better future.
Whether you're starting your career or taking your next step, you'll find opportunities to learn, develop and make a meaningful contribution from day one. We believe the best ideas come from different perspectives, so you'll be encouraged to bring your whole self to work, collaborate with talented people across our firm, and build relationships that help you grow.
At Forvis Mazars, you'll belong to a local team, benefit from global opportunities, and make an impact for our clients, communities and each other. Together, we grow, belong and impact. We recruit most of our opportunities on a rolling basis, so roles may close earlier than advertised if they receive a high volume of applications. We encourage you to apply as soon as possible.
As we've recently transitioned to a new application portal, there may occasionally be some unexpected issues. While everything should run smoothly, if you experience any issues or something doesn't look quite right, please get in touch with our recruitment team and we'll be happy to help. We want to get to know the real you.
Applications written in your own words help us understand your experiences, motivations and potential, so we'd encourage candidates not to rely on AI-generated answers. At Forvis Mazars, we believe great careers start with great experiences. That's why we're committed to providing a transparent, respectful and people-centred recruitment process.
Every application is reviewed by our team, and all candidates will receive an outcome, regardless of the result.
