Private Client Tax Leadership Role

2 weeks ago


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

We are seeking an experienced Tax Director to lead our Private Client team in the South Coast region. As a key member of our team, you will be responsible for delivering high-quality private client tax advice and compliance services.

Key Responsibilities:
  • Manage and lead the Private Client team, ensuring excellent client service and identifying opportunities for growth.
  • Support strategy development, budget setting, and monitoring.
  • Develop and maintain strong relationships with clients, intermediaries, and referral networks.
  • Identify and manage tax risk within the private client portfolio, following quality and risk procedures.
  • Support the National private client tax teams on complex issues and communicate changes in tax legislation to clients and colleagues.
  • Lead learning and development for the Poole tax team, mentoring, training, and delegating work to team members.
  • Ensure compliance with internal and external requirements.
Requirements:
  • Relevant professional qualification (CTA or similar).
  • Proven track record of building relationships and networks.
  • Excellent communication and influencing skills.
  • Broad technical tax knowledge and expertise.
  • High accuracy and attention to detail.
  • Ability to think creatively and develop new initiatives.
  • Proficiency with personal tax on CCH Central (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 around the globe, helping organisations respond to emerging sustainability issues. Our diverse, multicultural team is committed to delivering an unmatched client experience and empowering our people to reach their full potential.

We are an inclusive organisation, celebrating individuality and promoting a culture of belonging. Our aim is to make the recruitment process accessible and inclusive for all. Visit forvismazars.com/uk to learn more about our approach and values.



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