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Private Client Tax Director

2 months ago

Poole, Poole, United Kingdom Forvis Mazars Full time
Job Title: Private Client Tax Director

About the Role:

We are seeking an experienced Private Client Tax Director to join our team at Forvis Mazars. As a key member of our Private Client team, you will be responsible for delivering high-quality private client tax advice and compliance services to our clients.

Key Responsibilities:

  • Manage and lead the Private Client team for the South Coast, providing expert tax advice and guidance to clients.
  • Support with strategy, budget setting, and monitoring to ensure the team's success.
  • Develop and maintain strong relationships with clients, identifying opportunities to support them further and grow the business.
  • Collaborate with other service lines within the Poole office to target and win high net worth individuals and large Privately Owned Businesses.
  • Participate in business development activities, including attending local events, presenting to clients, and writing thought leadership content.
  • Build relationships with intermediaries and a referral network to win new clients.
  • Identify and manage tax risk within the private client portfolio, ensuring compliance with internal and external requirements.
  • Support the wider National private client tax teams on complex issues and communicate changes in tax legislation to clients and colleagues.
  • Lead the development of the Poole tax team, mentoring, training, and delegating work to team members.

Requirements:

  • Relevant professional qualification, such as CTA or similar.
  • Proven track record of building internal and external relationships and networks.
  • Excellent communication skills, with the ability to positively impact and influence others.
  • Broad and strong technical tax knowledge and expertise.
  • High accuracy and attention to detail.
  • Ability to think creatively and develop new initiatives.
  • Experience of managing financials on clients and adjusting advisory work depending on budget.
  • Proficiency with personal tax on CCH Central is an advantage.

About Forvis Mazars:

Forvis Mazars is a leading global professional services network, operating under a single brand worldwide. We provide audit, assurance, tax, and advisory services to clients around the globe, with a commitment to delivering an unmatched client experience.

We are a diverse, multicultural, and multi-generational team, with a huge sense of connection and belonging. We empower our people, celebrate individuality, and thrive on teamwork. Our aim is to make the recruitment process as accessible and inclusive as possible, and we welcome applications from all qualified candidates.