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About the Role

Deliver high quality technical advice, working with a diverse range of financial sector and insurance clients. Business development and broader team management to deliver assignments. Shape and deliver the national sector strategy for Forvis Mazars Financial Services VAT offering. Develop market intelligence and sector knowledge to prepare for new client opportunities and pitches. Take the lead on proposal documents for new opportunities and help to convert these. Build an external network, developing a strong rapport with both existing and target clients and key market constituents.

Responsibilities

Deliver high quality technical advice, working with a diverse range of financial sector and insurance clients.
Business development and broader team management to deliver assignments.
Shape and deliver the national sector strategy for Forvis Mazars Financial Services VAT offering.
Develop market intelligence and sector knowledge to prepare for new client opportunities and pitches.
Take the lead on proposal documents for new opportunities and help to convert these.
Build an external network, developing a strong rapport with both existing and target clients and key market constituents.
Act as a key point of contact for other Forvis Mazars firms with Financial Services VAT opportunities and other UK service lines.
Play a full role in our Financial Services VAT marketing strategy and be seen as a sector expert both within Forvis Mazars and externally.

Requirements

Demonstrate significant experience in the financial services, insurance and/or asset management sector and a strong existing network of sector clients and relationships.
Have excellent client relationship building skills, combining commitment to first-rate client service with the curiosity to understand the client's business strategy and assets.
Bring execution capacity, technical excellence, BD focus and strategy, helping to implement the existing business and to drive new business.
Substantial experience of VAT advisory work in the Financial Services sector.
Proven track record of building business and leading teams.
Good understanding of the industry, key sector trends and the key players in the market.
Excellent written and oral presentation skills.
Demonstrable project management skills and ability to work toward demanding timetables.
Track record of building enduring relationships with clients through repeat work.

Skills

VAT advisory
Financial Services sector experience
Client relationship building
Business development
Team leadership
Market intelligence
Proposal writing
Project management
Written and oral presentation

Location

Work Type

Full-time

Experience Level

Several years of substantial experience

About the Company

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services.
Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners.
We have a clear purpose and a shared commitment to shape a better future.
We’re always looking ahead – for you, our clients, and the communities we’re part of.
We’ll support you to learn, explore, and grow as you take this journey with us.
Here, you’ll feel safe to share bold ideas and unique perspectives.
Success comes from working together.
At Forvis Mazars, you’ll belong to your local team, gain global experience, and have an impact – now and in the future.
Together, we grow, belong and impact.

Equal Opportunity

At Forvis Mazars diversity, equity and inclusion are central to our values.
We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients.
We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith.
We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential.
At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.