*Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.
Role & Responsibilities:
* Manage and lead the Forvis Mazars Private Client team for the South Coast, delivering high quality private client tax advice and compliance services.
* Support with strategy, budget setting and monitoring.
* Develop and maintain strong relationships with both existing and new clients, providing excellent client service and identifying opportunities to support them further.
* Work collaboratively with other service lines within the Poole office to go to market and successfully target and win high net worth individuals and large Privately Owned Businesses.
* Actively participate in business development activities, including attending local South Coast events (e.g. Dorset Chamber events), presenting to clients during internal / external events and webinars, writing thought leadership content, and identifying opportunities to grow the Mazars Private Client team. This will include onboarding clients efficiently and effectively as / when new client assignments are won.
* Build relationships with intermediaries and a referral network to win new clients.
* Identify and manage tax risk within the private client portfolio, including following the necessary quality and risk procedures, across the South Coast.
* Support the wider National private client tax teams in relation to complex issues arising across the team.
* Monitor changes in tax legislation and communicate the impact of these changes to clients and colleagues (where appropriate).
* Lead in driving forward learning and development for the Poole tax team. Mentoring, training, support and work delegation to team members.
* Ensuring compliance with internal (tax methodology and risk management) and external (regulatory) requirements.
Skills, Knowledge, and Experience:
* Holds relevant professional qualification – CTA or similar
* A substantive, proven track record of building internal and external relationships and networks
* Excellent communication skills with the ability to positively impact and influence others
* Demonstrates broad and strong technical tax knowledge and expertise.
* High accuracy and attention to detail
* Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies.
* Provides assistance, shares experience, provides meaningful feedback and proactively supports the development of others.
* Takes ownership of projects, effectively delegates to others within the team and takes responsibility for quality control.
* Broad experience of managing the financials on clients and adjusting the approach to advisory work depending on the budget.
* 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
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