Manager Private Client Tax Compliance

5 - 9 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As a Private Client Tax Compliance Manager at Forvis Mazars, you will be responsible for providing personal tax compliance services to a diverse range of clients, including business owners, private individuals, trusts, and estates. Your role will involve building strong relationships with clients and team members, both locally and internationally, to offer pragmatic and holistic advice. Working closely with various teams, you will be dedicated to delivering exceptional service. Key Responsibilities: - Responding efficiently to client queries - Keeping WIP analysis and billing up to date - Maintaining files to the required standard for QCR purposes - Completing and submitting personal, trust, and estate tax returns in a timely manner - Leading and developing a team of private client tax professionals - Collaborating with HMRC on various issues - Producing high-quality work in compliance with the Firm's policies and procedures, meeting regulatory requirements Qualifications Required: - Holds a relevant professional qualification (e.g., CTA) or equivalent experience - Extensive experience in personal tax services - Experience in managing a personal tax portfolio - Experience in training and managing a team to support work delivery - Proficiency with personal tax on CCH Central would be an advantage (Note: Additional details about Forvis Mazars and its commitment to diversity and inclusion have been omitted as they are not directly related to the job role.) Role Overview: As a Private Client Tax Compliance Manager at Forvis Mazars, you will be responsible for providing personal tax compliance services to a diverse range of clients, including business owners, private individuals, trusts, and estates. Your role will involve building strong relationships with clients and team members, both locally and internationally, to offer pragmatic and holistic advice. Working closely with various teams, you will be dedicated to delivering exceptional service. Key Responsibilities: - Responding efficiently to client queries - Keeping WIP analysis and billing up to date - Maintaining files to the required standard for QCR purposes - Completing and submitting personal, trust, and estate tax returns in a timely manner - Leading and developing a team of private client tax professionals - Collaborating with HMRC on various issues - Producing high-quality work in compliance with the Firm's policies and procedures, meeting regulatory requirements Qualifications Required: - Holds a relevant professional qualification (e.g., CTA) or equivalent experience - Extensive experience in personal tax services - Experience in managing a personal tax portfolio - Experience in training and managing a team to support work delivery - Proficiency with personal tax on CCH Central would be an advantage (Note: Additional details about Forvis Mazars and its commitment to diversity and inclusion have been omitted as they are not directly related to the job role.)

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Forvis Mazars logo
Forvis Mazars

Accounting / Audit / Tax

Kansas City

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