As a Trainee Tax Adviser you will be supported on a varied development program, working across multiple specialisms in order to be able to meet the full needs of our clients. You will work within the national private client tax team and alongside colleagues in the Financial Planning and Privately Owned Business teams to give a full private client experience and ensure all our clients' tax and financial planning needs are met. You will be provided an opportunity to work with colleagues in different tax disciplines in your first two years, including tax assurance, UK and international tax advisory and trusts and estates, resulting in a broad understanding of the services we can offer our Private Clients. You'll ensure a client meets all their tax obligations by preparing and submitting tax returns and other necessary forms. You will also review clients' business structures and personal financial arrangements to deliver solutions for their financial goals and business needs. You'll get vital client facing experience of building ongoing relationships with clients and develop the ability to identify all their tax and planning goals. We are now operating a hybrid working model, so as a trainee you will split your time between working from home, visiting the office, client sites when required or studying for your professional exams. During your first two years you will: - Learn how to use tax software and systems to prepare income and capital gains tax computations and returns for individuals, trusts and estates. - Develop a thorough understanding of income streams and the nature of the clients' financial affairs to complete the tax computation to the best of your ability. - Be able to obtain relevant information from other departments and directly from clients whilst building good communication with both. - Develop a thorough understanding of the tax legislation and the nature of the clients' personal financial circumstances, both through your work and your studies. - Begin studying for your ATT-CTA exam pathway to become a chartered tax adviser By the end of your third year you will Work on a variety of different advisory engagements across UK tax covering a range of technical areas Develop a strong technical knowledge of the UK tax legislation, specifically across personal taxes Understand how UK and foreign income sources are taxed, as well as the different challenges facing our private client base in terms of managing tax risk, estate/succession planning and the implications of being internationally mobile Work directly with our clients and begin developing relationships with those clients to deliver on repeat engagements Begin to manage advisory engagements, including planning, budgeting and project managing different service lines Develop a strong understanding of our control and risk management procedures Be ATT-CTA qualified and a chartered tax adviser You're joining us as a permanent employee, so the three years is only the beginning of your exceptional career journey. Learning and development - Fully funded professional qualification for this role: Associate of Tax Technicians (ATT) / Chartered Tax Adviser (CTA) - Additional qualification(s): Level 7 Our supportive culture includes coaching, mentorship, and one-on-one guidance. In addition to funding qualifications, we provide time off to study, and a blended training approach including in person and virtual learning. You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars. You will also receive comprehensive quality training and development to excel in your professional career; this includes development in professional excellence, client excellence, digital excellence, and technical excellence. Our goal is to support you in reaching your full potential and become a standout talent.