Private Client Tax Graduate Trainee

Who Are We?

Forvis Mazars is a leading global professional services firm delivering exceptional quality in audit, tax, financial advisory, outsourcing, and consulting. We opened our first office in 1945 and as of 2024, we have evolved into a 40,000+ employee strong, unique two-firm member network. In the UK, we have over 3,300 employees spanning 14 locations delivering an unmatched client experience.

Tax at Forvis Mazars

• At Forvis Mazars, we're dedicated to helping you build a rewarding career. We value your expertise, experience, and ambition, encouraging you to bring your ideas and creativity to our national tax team.

• Experts in the Field: You will undertake qualifications to allow you to build the skills and knowledge to expertly navigate the UK tax landscape. Your team will support you in your journey to professional excellence; whether dealing with employment taxes, corporate profits, international transactions, or personal income.

• Client-Focused Solutions: Work with a diverse range of clients, from individuals to large multinationals, providing tailored tax advice. Our team works with other specialists across different service lines within Forvis Mazars too, advising on tax, regulations, and accounting and how that impacts the risk and governance of our clients.

• Commitment to Excellence: Join a team that prioritizes quality and trust. Our high standards ensure that every piece of advice we provide supports clients to make the most appropriately informed decisions. We are experts in managing risk and providing the latest advice, keeping on top of regulatory changes and developments in society.

Department/Team Overview

The Private Client Tax team focuses on tax compliance needs in an environment of fast-paced economic change, combined with complex and changing tax legislation both in the UK and overseas. The client base is varied from individuals; Business Owner-Managers; and Trustees, both private and charitable.

About the Role

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. You'll ensure a client meets all their tax obligations by preparing and submitting tax returns and other necessary forms. 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, and client sites when required.

During Your First Two Years

• 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

• 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.
• Be ATT-CTA qualified and a chartered tax adviser.

Who We're Looking For

• On track or have obtained an undergraduate degree. Strong academic performance is important; however, we understand that things don't always go to plan. Our recruitment process looks at your whole self – academic achievements as well as other experiences in which you have grown and developed.
• Deep curiosity to learn new things and is naturally inquisitive.
• The ability to think critically, solve problems, and share knowledge with others.
• A commitment to self-development and learning.
• Strong sense of ownership of duties and high levels of responsibility to deliver on promises.
• Try their best in all they do and always looking for ways to improve.
• Enjoys meeting and engaging with new people with an underlying respect for individuals, diversity, and integrity.
• Works well under pressure and has a positive ‘can-do' attitude if faced with challenging situations.
• Excellent time management skills.
• A willingness to travel and adhere to our flexible working environment.

Learning and Development

Fully funded professional qualification for this role: Associate of Tax Technicians (ATT) / Chartered Tax Adviser (CTA). Our supportive culture includes coaching, mentorship, and one-on-one guidance. You will also receive comprehensive quality training and development to excel in your professional career.

Inclusion and Diversity

Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone is fully supported to be their unique self and provided with a level playing field.

Next Steps

Roles will be closed as soon as we find the right people, so to avoid disappointment we encourage you to submit your application as soon as possible.

Benefits

• Annual Leave +
• Charitable Giving
• Dental Insurance
• Wellbeing Benefits
• Virtual GP
• Cycle to Work
• Gym Discounts
• Life Assurance
• Pension
• Flexible Benefits +