Private Client Tax Advisory - Associate Director

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What You’ll Do:
Manage a portfolio of clients as the main point of contact for Private Client Tax in the Glasgow office, develop your portfolio to grow your base of profitable work. Develop a portfolio of businesses to target, using your business development skills to start new relationships and generate new work for Private Client tax and other teams. Reviewing tax reports prepared by junior members of the team. Ensuring WIP analysis and billing are kept up to date. Liaising with HMRC regarding various issues. Assisting the partner(s) with identifying specific advisory issues to consider e.g., shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation, etc.
What You’ll Bring:
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. 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.
Salaries & Benefits: At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which is based on experience and benchmarking. We have an annual performance‑based bonus, and regular salary reviews to ensure you are rewarded for your efforts. You’ll enjoy hybrid working options, allowing you to maintain a healthy work‑life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Location: Glasgow Office – Located in 100 Queen Street, Glasgow, G1 3DN. Centrally located with easy access to Glasgow Queen Street and Central stations. Surrounded by great cafés, shops, and city energy in Scotland’s largest city. #J-18808-Ljbffr
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Location:
Glasgow
Job Type:
FullTime

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