Private Client Tax Assistant Manager

Our Private Client Tax team provides bespoke advisory and compliance services to ultra and high net worth individuals, entrepreneurs, family offices, business owners and senior executives. Whether clients require assistance with UK tax compliance, international structuring, succession planning or complex cross-border matters, we combine deep technical expertise with the strength of our global network to deliver integrated solutions across multiple jurisdictions. Our team advises on a broad range of personal and family wealth matters, including:

Personal tax compliance and international tax advisory

Residence, domicile and cross-border mobility planning

Business succession and exit planning

Estate, inheritance tax and succession planning

Trust structuring and family wealth governance

Real estate ownership and investment structuring

Philanthropy and charitable giving strategies

Tax aspects of matrimonial and family wealth matters

By combining technical excellence, practical insight and a client-focused approach, we help clients manage complexity, protect their wealth and achieve their personal and business goals with clarity and confidence.

Private Client Tax Disputes

We work with leading private client and family law firms as a collaborative partner to support high net worth and ultra-high net worth clients through moments of complexity, transition and dispute. Our multidisciplinary team brings together tax advisers, financial planners, contentious and non-contentious valuation experts and forensic accountants, and insolvency practitioners to provide support across contentious tax issues, trust and estate disputes, matrimonial proceedings and financial remedy work, through to independent valuations, Single Joint Expert instructions, shadow expert support, personal insolvency and specialist advisory input.

Through our work with individuals, families, trustees, entrepreneurs and business owners, we understand the value of trusted professional relationships in supporting clients over the long term.

Our Private Client Tax Disputes team provides independent tax expert and advisory support to family lawyers in complex financial remedy proceedings.

We regularly act as Single Joint Experts or Party Appointed Experts, delivering clear, robust and court-compliant opinions on tax matters, often involving international assets and cross-disciplinary issues. We also support legal teams as Shadow Experts, helping to scrutinise opposing expert tax evidence, identify key issues and strengthen case strategy. Combining technical excellence with a pragmatic and responsive approach, we help solicitors and their clients navigate the tax aspects of complex financial disputes with confidence.

Support the Partner and Associate Director to deliver high quality client service in Private Client Tax Disputes cases such as divorce or professional negligence litigation.

Learn the process for managing and delivering such engagements, with a view to managing some cases directly in future.

Prepare proposals and fee budgets for new enquiries.

Prepare tax advisory and expert witness reports in line with court or other client deadlines.

Build relationships with key law firm intermediary contacts to develop an external network.

Build relationships within Tax and across service lines with Forvis Mazars colleagues in London, nationally and internationally to develop an internal network.

Prepare private client tax reports for high net worth and ultra-high net worth individuals on a wide variety of subject matters including residence, IHT planning, family succession planning and business structuring.

Review tax returns and other compliance matters for high net worth and ultra-high net worth individuals.

Minimum of 4 years of experience in personal tax compliance or advisory roles.

Professional qualifications such as ACA / ACCA / ATT / STEP and CTA, or equivalent.

Strong technical knowledge of UK tax legislation.

Strong written and numerical skills with attention to detail.

Excellent communication and interpersonal skills, with the ability to build and maintain both internal team and external client relationships.

Proven ability to manage multiple client engagements, follow risk and review procedures and meet deadlines.

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.