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Private Client Tax Leadership
2 months ago
About the Role
We are seeking a highly experienced and skilled Tax Director to lead our Private Client team in the South Coast region. As a key member of our leadership team, you will be responsible for delivering high-quality private client tax advice and compliance services to our clients.
Key Responsibilities
- Team Leadership: Manage and lead the Private Client team in the South Coast region, providing guidance and support to team members to ensure the delivery of exceptional client service.
- Strategy and Budgeting: Support the development of strategic plans and budgets for the Private Client team, ensuring alignment with the firm's overall goals and objectives.
- Client Relationships: Develop and maintain strong relationships with existing and new clients, providing excellent client service and identifying opportunities to support them further.
- Business Development: Collaborate with other service lines to identify and pursue business development opportunities, including attending local events and presenting to clients.
- Tax Risk Management: Identify and manage tax risk within the private client portfolio, ensuring compliance with internal and external quality and risk procedures.
- Knowledge Sharing: Support the wider National private client tax teams in relation to complex issues arising across the team.
- Learning and Development: Lead in driving forward learning and development for the Poole tax team, mentoring, training, and supporting team members.
Requirements
- Professional Qualification: Hold a relevant professional qualification, such as CTA or similar.
- Leadership Experience: A proven track record of building internal and external relationships and networks.
- Technical Tax Knowledge: Demonstrates broad and strong technical tax knowledge and expertise.
- Communication Skills: Excellent communication skills with the ability to positively impact and influence others.
- Project Management: Takes ownership of projects, effectively delegates to others within the team, and takes responsibility for quality control.
About Forvis Mazars
Forvis Mazars is a leading global professional services network, operating under a single brand worldwide. We are committed to providing an unmatched client experience, delivering audit & assurance, tax, and advisory services around the world. Our strategic vision strives to move our clients, people, industry, and communities forward. We are a diverse, multicultural, multi-generational team with a huge sense of connection and belonging. We empower our people and celebrate individuality, thrive on teamwork, and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change, and have a deeper understanding, to help make an impact so that everyone can reach their full potential.
