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About the Role
Join a collaborative and inclusive team at Forvis Mazars, a leading global professional services network. This role focuses on Private Client Tax Disputes, delivering tax advisory reports in matrimonial and professional negligence cases, with opportunities to work on broader private client tax advisory matters. You will support clients on transactions and succession planning.
Responsibilities
- Support the Partner and Associate Director in delivering high-quality client service for Private Client Tax Disputes cases, including divorce or professional negligence litigation.
- Learn the process for managing and delivering engagements, with the aim of managing cases directly in the future.
- Prepare proposals and fee budgets for new enquiries.
- Prepare tax advisory and expert witness reports according to court or client deadlines.
- Build relationships with key law firm intermediary contacts to develop an external network.
- Build relationships within Tax and across service lines with Forvis Mazars colleagues nationally and internationally to develop an internal network.
- Prepare private client tax reports for high net worth and ultra-high net worth individuals on various subjects, including residence, IHT planning, family succession planning, and business structuring.
- Review tax returns and other compliance matters for high net worth and ultra-high net worth individuals.
Requirements
- Minimum of 4 years of experience in personal tax compliance or advisory roles.
- Strong technical knowledge of UK tax legislation.
- Strong written and numerical skills with attention to detail.
- Excellent communication and interpersonal skills, with the ability to build and maintain both internal team and external client relationships.
- Proven ability to manage multiple client engagements, follow risk and review procedures, and meet deadlines.
Skills
- Tax advisory
- Tax Disputes
- Matrimonial cases
- Professional negligence cases
- Client service
- Proposal preparation
- Fee budgeting
- Tax advisory reports
- Expert witness reports
- Relationship building
- Networking
- Private client tax
- Succession planning
- Transactions
- UK tax legislation
- Written communication
- Numerical skills
- Attention to detail
- Interpersonal skills
- Client relationship management
- Engagement management
- Risk management
- Review procedures
- Deadline management
Location
- London
Work Type
- Full-time
Experience Level
- Assistant Manager
- Senior Associate
Education Level
- ACA / ACCA / ATT / STEP and CTA, or equivalent professional qualifications
About the Company
- Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services.
- The UK practice spans 14 offices with over 3,400 professionals and 190 partners.
- The company has a clear purpose and a shared commitment to shape a better future.
- Our Private Client Tax team provides bespoke advisory and compliance services to ultra and high net worth individuals, entrepreneurs, family offices, business owners and senior executives.
- We advise on personal tax compliance, international tax advisory, residence, domicile and cross-border mobility planning, business succession and exit planning, estate, inheritance tax and succession planning, trust structuring and family wealth governance, real estate ownership and investment structuring, philanthropy and charitable giving strategies, and tax aspects of matrimonial and family wealth matters.
- Our Private Client Tax Disputes team works with leading private client and family law firms to support high net worth and ultra-high net worth clients through complexity, transition, and dispute.
- Our multidisciplinary team includes tax advisers, financial planners, valuation experts, forensic accountants, and insolvency practitioners.
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.