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Private Client Tax Director

2 months ago

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

We are seeking a highly skilled and experienced Private Client Tax Manager 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 to our clients.

Key Responsibilities:
  • Lead the Private Client team in the South Coast region, ensuring the delivery of high-quality services to clients.
  • Support the development of business strategy and budget setting, monitoring progress and identifying areas for improvement.
  • Build and maintain strong relationships with clients, identifying opportunities to provide additional services and support.
  • Collaborate with other service lines 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.
  • Identify and manage tax risk within the private client portfolio, ensuring compliance with quality and risk procedures.
  • Support the wider National private client tax teams on complex issues and monitor changes in tax legislation.
  • Lead the development of learning and development programs for the Poole tax team, mentoring and training team members.
  • Ensure compliance with internal and external requirements, including regulatory requirements.
Requirements:
  • Relevant professional qualification, such as CTA or similar.
  • Proven track record of building internal and external relationships and networks.
  • Excellent communication and interpersonal 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 and methodologies.
  • Experience of managing financials on clients and adjusting advisory work depending on budget.
  • Experience of identifying opportunities for business development on tax clients and across other service lines.
About Forvis Mazars:

Forvis Mazars is a leading global professional services network, operating in over 100 countries and territories. We provide audit, tax, and advisory services to clients around the world, with a commitment to delivering an unmatched client experience.

We are a diverse, multicultural, and multi-generational team, with a strong sense of connection and belonging. We empower our people to take ownership of their careers, get involved, and believe in themselves. Our culture is built on teamwork, agility, and bold foresight, with a focus on delivering quality, creating change, and making an impact.

We are committed to being inclusive and ensuring that everyone, whether in the recruitment process or beyond, feels fully supported to be their unique self. We strive to make the recruitment process as accessible and inclusive as possible, and we welcome applications from all qualified candidates.