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Private Client Tax Director

5 months ago


Poole, United Kingdom Mazars Careers 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.