Manager – Private Client Tax Compliance

As a Private Client Tax Compliance Manager you will be responsible for providing personal tax compliance
services as part of a specialist team to a range of clients that includes business owners, private individuals, trusts
and estates. Given the nature of these clients, the role will centre around building strong relationships with both
clients and other Mazars team members (both in the UK and abroad) as well as providing pragmatic, holistic
advice. You will work closely with the tax, private client and privately owned business teams and with clients and be
committed to providing exceptional service.

About the role

• Ensuring client queries are responded to efficiently.
• Ensuring WIP analysis and billing are kept up to date.
• Ensuring files are of an appropriate standard for QCR purposes.
• Ensuring timely completion and submission of personal, trust and estate tax returns
• Managing and developing a team of private client tax individuals
• Liaising with HMRC regarding various issues.
• Assesses and produces high quality work in line with the Firm’s policy and processes, meeting relevant
regulatory requirements.

What are we looking for?

• Holds relevant professional qualification (e.g. CTA) or equivalent experience.
• Extensive experience of personal tax services.
• Experience of managing a personal tax portfolio .
• Experience of training and managing a team to support the delivery of your work.
• Proficiency with personal tax on CCH Central would be an advantage.

At Forvis Mazars, we embrace diversity and are committed to fostering an inclusive culture where everyone feels valued, heard, and empowered. We provide equal opportunities for growth and advancement, regardless of background, identity, or experience. Join a global team where your unique perspective helps shape a more equitable and innovative future.