Private Client Tax Senior / Assistant Manager

At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works. 

Job Purpose

This is a client-facing role where the successful candidate would be expected to work alongside the senior members of the private client tax team on a portfolio of clients to deliver accurate tax returns and advice to a diverse range of clients including wealthy individuals, their families, those with international aspects to their affairs and trusts.  The role will centre around building strong client relationships and reacting to changes in legislation and the market place.

Role & Responsibilities

• Managing a client portfolio through the annual tax assurance process.
• Preparation/Reviewing tax returns.
• Provide ad-hoc advice to clients on their personal tax affairs.
• Researching legislation and providing technical analysis to the client on matters affecting various tax issues including income tax, capital gains tax and inheritance tax.
• Billing and WIP management.
• Working with the wider Private Client Team to identify further advisory opportunities.
• Working with more junior members of the team to delegate efficiently, review work and have the ability to encourage and foster development of more junior members of the team.

The successful candidate should:

• be a team player with excellent communication skills;
• possess a good level of intellectual curiosity;
• be adaptable, organised with a commercial approach;
• possess an understanding of risk management issues.

Skills, Knowledge and Experience

The successful candidate should be CTA qualified or ATT qualified and currently completing their CTA or qualified by experience.

Some prior experience of managing a personal tax assurance portfolio and reviewing tax returns would be required.

Some prior experience of dealing with clients with international aspects to their affairs is desired, although not compulsory.  This would include areas such as reviewing the application of the Statutory Residence Test, the application of Double Tax Treaties, domicile issues, and making relevant disclosures to support motive defence exemptions.

About Forvis Mazars

Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just 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.

Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward.  Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.

We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.  

At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.  

Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here 

Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.