Private Client Tax Manager

7 days ago


Manchester, United Kingdom Forvis Mazars Full time
About the Role

We are seeking a highly skilled and experienced Tax Assurance Portfolio Manager to join our Private Client Tax team at Forvis Mazars. As a key member of our team, you will be responsible for managing a portfolio of clients, providing tax advice and guidance, and ensuring compliance with all relevant tax laws and regulations.

Key Responsibilities
  • Client Portfolio Management: Manage a portfolio of clients, including wealthy individuals, families, and trusts, to deliver accurate tax returns and advice.
  • Tax Advice and Guidance: Provide expert tax advice and guidance to clients on their personal tax affairs, including income tax, capital gains tax, and inheritance tax.
  • Legislative Research: Conduct research on tax legislation and provide technical analysis to clients on matters affecting their tax affairs.
  • Team Collaboration: Work closely with the wider Private Client Team to identify further advisory opportunities and provide support to more junior members of the team.
Requirements
  • Professional Qualifications: CTA or ATT qualified, with a good understanding of tax laws and regulations.
  • Experience: Prior experience of managing a personal tax assurance portfolio and reviewing tax returns, with a strong understanding of risk management issues.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
About Forvis Mazars

Forvis Mazars is a leading global professional services network, operating under a single brand worldwide. We provide audit, tax, and advisory services to clients across a range of industries, with a focus on delivering exceptional client service and value.



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