Private Client
3 weeks ago
At Mazars, we're agile enough to embrace change and deliver impact. So nothing is set in stone, and our people can truly influence the direction of the firm. 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.
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.
be adaptable, organised with a commercial approach;
possess an understanding of risk management issues.
Some prior experience of managing a personal tax assurance portfolio and reviewing tax returns would be required.
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.
Mazars is a leading international professional services firm delivering exceptional quality in audit, accounting, tax, financial advisory, outsourcing and consulting.
We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential.
we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. 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.
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