Private Client Tax Senior Manager

At Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works

We provide bespoke advice in all areas of taxation, helping our clients to navigate the complexities of tax codes, often in multiple jurisdictions, and to help them ensure they are fulfilling all their obligations and paying the correct amount of tax. In this way we help them to manage an area of significant financial and reputational risk and to make properly informed decisions about their tax position whether they are an individual, a business owner or a corporate organisation. We also help clients resolve any disputes they have with the tax authorities as swiftly as possible.

Are you looking to make an impact in Personal Tax? Are you looking to grow our business as if it was your own? And are you looking for open, engaged and collaborative teams? Then apply to the role today!

About the team

‘I have been with Forvis Mazars for nearly 5 years and during that time have been truly impressed by our culture. We take a collaborative approach and are genuinely committed to giving people opportunities. ‘(Steven Abbott, Partner, Tax)

As a Private Client Tax Advisory Senior Manager you will be responsible for providing personal tax advisory services as part of a specialist team to a range of clients that has a strong focus on business owners. 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

• Reviewing tax reports prepared by junior members of the team.


• 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.


• Liaising with HMRC regarding various issues.


• Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc.


• 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.


• Significant experience of developing project plans and ensuring deadlines are met.


• Experience of mentoring and developing people.


• Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies.


• Experience of identifying opportunities for business development on tax clients and across other service lines.


• Proficiency with personal tax on CCH Central would be an advantage.

We are also open to speaking with Senior Managers looking to step up into a Director level position

About Forvis Mazars

Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward.  Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.

We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.

At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.

As the birthplace of the industrial revolution, Manchester now has the largest economy in the UK, outside of London, with a wealth of talent exceeding 7.2 million. Voted the most liveable city in the UK, Manchester has a rich variety of people, history, and culture. Our office is located at the landmark location of One St Peter's Square, close to Manchester Oxford Road and Manchester Piccadilly railway stations. We're also just a short walk from the city's exciting Northern Quarter, as well as the Central Retail District. One of the city's best-known symbols is the Manchester worker bee, denoting the Mancunian work ethic and the city being a hive of activity. It's been Manchester's emblem for over 150 years and has come to represent our great city's sense of unity. As a business, we seek to embody the same spirit. We understand that the needs of our clients are unique, and we strive to always offer an excellent and personal service.

Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here

Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.

Visit forvismazars.com/uk to learn more.