Private Client Tax Advisory - Associate Director

At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow, belong and impact. You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.

 

About The Team:

‘I have been with Forvis Mazars for over 13 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. ‘(Zoe Davies, Tax Partner, Head of UK Private Client Advisory, Forvis Mazars)

As a Private Client Tax Advisory Associate Director you will be responsible for providing personal tax advisory services as part of a specialist team to a range of clients nationally that has a strong focus on business owners, trustees and high net worth individuals. Given the nature of these clients, the role will centre around building strong relationships with both clients and other Forvis 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.

 

What You'll Do:

As a Private Client Tax Advisory Associate Director you will be responsible for:

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.

 

What We Offer:

Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.

 

We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.

 

Salaries & Benefits:

At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are 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. Does this sound like the kind of place where you can thrive?

 

 

Location:

– 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.

 

 

Ready to Grow, Belong, and Impact? Apply now and join us at Forvis Mazars