Private Client Tax Manager Lead

3 weeks ago


Poole, Poole, United Kingdom DeFi Planet Full time
About the Role

As a Private Client Tax Manager Lead, you will play a vital part in driving forward learning and development for our Poole tax team. You will mentor, train, support, and delegate work to team members while ensuring compliance with internal and external requirements.

Your responsibilities will include managing and leading the Forvis Mazars Private Client team for the South Coast, delivering high-quality private client tax advice and compliance services. You will also support with strategy, budget setting, and monitoring.

  • You will work collaboratively with other service lines within the Poole office to go to market and successfully target and win high net worth individuals and large Privately Owned Businesses.
  • A key aspect of this role is actively participating in business development activities, including attending local events, presenting to clients, writing thought leadership content, and identifying opportunities to grow our Private Client team.
  • You will build relationships with intermediaries and a referral network to win new clients and identify and manage tax risk within the private client portfolio.

Our company offers a dynamic and supportive environment where you can grow professionally and personally. The estimated salary for this position is £90,000 - £120,000 per annum.



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