Tax Assurance Specialist

4 weeks ago


Milton Keynes, Milton Keynes, United Kingdom Forvis Mazars Full time

About the Role:

This is a client-facing position within the Private Client Tax team at Forvis Mazars, where the successful candidate will work alongside senior members to deliver accurate tax returns and advice to a diverse range of clients.

Main Responsibilities:

  • Managing a portfolio of clients through the annual tax assurance process.
  • Preparing and reviewing tax returns.
  • Providing ad-hoc advice on personal tax affairs.
  • Researching legislation and providing technical analysis on tax issues.
  • Billing and WIP management.
  • Collaborating with the Private Client Team to identify advisory opportunities.
  • Delegating tasks, reviewing work, and fostering development of junior team members.

Requirements:

  • A team player with excellent communication skills.
  • A good level of intellectual curiosity.
  • Adaptability, organisation, and a commercial approach.
  • An understanding of risk management issues.

Qualifications and Experience:

The successful candidate should be CTA or ATT qualified, with some prior experience in managing tax assurance portfolios and reviewing tax returns. Experience dealing with international clients, including areas such as residence tests and double tax treaties, is desirable but not compulsory.


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