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

Reviewing tax reports prepared by junior members of the team.
Ensuring WIP analysis and billing are kept up to date.
Ensuring files are of an appropriate standard for QCR purposes.
Liaising with HMRC regarding various issues.
Assisting the partner with identifying specific advisory issues to consider eg shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc.

Holds relevant professional qualification (eg 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.