Private Client Tax Director

2 days ago

Poole, United Kingdom DeFi Planet Full time

*Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.

Role & Responsibilities:

  • Manage and lead the Forvis Mazars Private Client team for the South Coast, delivering high quality private client tax advice and compliance services.
  • Support with strategy, budget setting and monitoring.
  • Develop and maintain strong relationships with both existing and new clients, providing excellent client service and identifying opportunities to support them further.
  • Work collaboratively with other service lines within the Poole office to go to market and successfully target and win high net worth individuals and large Privately Owned Businesses.
  • Actively participate in business development activities, including attending local South Coast events (e.g. Dorset Chamber events), presenting to clients during internal / external events and webinars, writing thought leadership content, and identifying opportunities to grow the Mazars Private Client team. This will include onboarding clients efficiently and effectively as / when new client assignments are won.
  • Build relationships with intermediaries and a referral network to win new clients.
  • Identify and manage tax risk within the private client portfolio, including following the necessary quality and risk procedures, across the South Coast.
  • Support the wider National private client tax teams in relation to complex issues arising across the team.
  • Monitor changes in tax legislation and communicate the impact of these changes to clients and colleagues (where appropriate).
  • Lead in driving forward learning and development for the Poole tax team. Mentoring, training, support and work delegation to team members.
  • Ensuring compliance with internal (tax methodology and risk management) and external (regulatory) requirements.

Skills, Knowledge, and Experience:

  • Holds relevant professional qualification – CTA or similar
  • A substantive, proven track record of building internal and external relationships and networks
  • Excellent communication skills with the ability to positively impact and influence others
  • Demonstrates broad and strong technical tax knowledge and expertise.
  • High accuracy and attention to detail
  • Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies.
  • Provides assistance, shares experience, provides meaningful feedback and proactively supports the development of others.
  • Takes ownership of projects, effectively delegates to others within the team and takes responsibility for quality control.
  • Broad experience of managing the financials on clients and adjusting the approach to advisory work depending on the budget.
  • 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
#J-18808-Ljbffr

  • Private Client Tax Manager

    2 weeks ago

    Poole, United Kingdom Taylor Rose Recruitment Ltd Full time

    Job Title: Private Client Tax ManagerAbout the Role:This role offers a unique opportunity to join a progressive firm of Chartered Accountants in Poole and take on a challenging private client tax portfolio. As a Private Client Tax Manager, you will be responsible for managing a diverse range of clients, including HNWIs, Directors, Trusts & Estates. Your...

  • Private Client Tax Manager

    2 weeks ago

    Poole, United Kingdom Taylor Rose Recruitment Ltd Full time

    Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole.Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...

  • Private Client Tax Director

    1 week ago

    Poole, United Kingdom Defi Planet Full time

    *Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong...

  • Private Client Tax Director

    7 months ago

    Poole, United Kingdom Mazars Full time

    **Mazars is an engine for rapid and consistent career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your...

  • Tax - Private Client Director

    5 days ago

    Poole, Dorset, United Kingdom DeFi Planet Full time

    Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong...

  • Private Client Tax Director: Senior Leadership Position

    3 weeks ago

    Poole, Poole, United Kingdom DeFi Planet Full time

    Company OverviewWe are a leading consulting firm that values career progression and offers individually designed career paths to help you achieve your goals.Job DescriptionAs a Private Client Tax Director, you will lead our Private Client team for the South Coast region, delivering high-quality private client tax advice and compliance services. You will be...

  • Private Client Tax Director

    5 days ago

    Poole, Dorset, United Kingdom DeFi Planet Full time

    *Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong...

  • Private Client Tax Manager

    1 month ago

    Poole, Dorset, United Kingdom Taylor Rose Recruitment Ltd Full time

    Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole. Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...

  • Private Client Tax Senior

    6 months ago

    Poole, United Kingdom Crowe Watson Recruitment Full time

    Crowe Watson Recruitment is excited to offer an outstanding opportunity for a Private Client Tax Senior to join a leading firm of Chartered Accountants in Poole. This role is perfect for an individual who is committed to excellence in the field of tax advisory and compliance services. Our client is a well-established firm that prides itself on delivering...

  • Private Client Tax Specialist

    3 weeks ago

    Poole, Poole, United Kingdom Taylor Rose Recruitment Ltd Full time

    Taylor Rose Recruitment Ltd have partnered with a progressive firm of Chartered Accountants in the Poole area to find an experienced Private Client Tax Manager or Senior Manager.The ideal candidate will be a CTA Qualified professional looking for their next career step, seeking a role that offers flexibility and an excellent work-life balance. They should...

  • ​Private Client Tax Manager or Senior Manager.

    1 month ago

    Poole, Dorset, United Kingdom Taylor Rose Recruitment Ltd Full time

    Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole. Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...

  • Private Client Tax Manager

    2 months ago

    Poole, United Kingdom CV-Library Full time

    As a Private Client Tax Manager within this clients leading Tax Department, you will play a key part in their growth, whilst fast-tracking your own development and earning potential. You can expect to undertake the following tasks, but not limited to: Manage a portfolio of cases for trusts and high-net-worth clients, drafting tax advice reports on IHT...

  • Private Client Tax Manager

    2 weeks ago

    Poole, United Kingdom Taylor Rose Recruitment Ltd Full time

    Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole.Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...

  • Private Client Tax Manager

    2 months ago

    Poole, United Kingdom Taylor Rose Recruitment Ltd Full time

    Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole.Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...

  • Private Client Tax Manager

    1 month ago

    Poole, United Kingdom Taylor Rose Recruitment Ltd Full time

    Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole.Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...

  • Taylor Rose Recruitment Ltd | Private Client Tax Manager | Poole

    2 weeks ago

    Poole, United Kingdom Taylor Rose Recruitment Ltd Full time

    Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole.Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...

  • Senior Private Client Tax Professional

    3 weeks ago

    Poole, Poole, United Kingdom Taylor Rose Recruitment Ltd Full time

    Job DescriptionTax specialists Taylor Rose Recruitment have been instructed on a fantastic opportunity for a Private Client Tax Manager or Senior Manager. Our client, a progressive firm of Chartered Accountants in Poole, is looking for a CTA Personal Tax professional who is ready to take the next step up in their career.This role offers an excellent...

  • Private Client Tax Manager

    1 month ago

    Poole, Dorset, United Kingdom Taylor Rose Recruitment Ltd Full time

    Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole. Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...

  • Private Client Tax Manager

    2 months ago

    Poole, Dorset, United Kingdom Taylor Rose Recruitment Ltd Full time

    Tax specialists Taylor Rose Recruitment have been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm of Chartered Accountants in Poole.Perfect for a CTA Personal Tax professional looking for the next step up in their career, with lots of flexibility, and an excellent work/ life...

  • Private Client Solicitor

    1 month ago

    Poole, United Kingdom G2 Legal Limited Full time

    An opportunity has arisen for a Private Client Solicitor or Legal Executive who is ambitious and looking for a new challenge in their career. This established Legal 500 law firm in Poole is looking for a NQ-5 year PQE Private Client Solicitor to join a busy private client team that is expanding. The firm has an ambitious strategy and a strong management...