Associate Director and Chartered Financial PlannerForvis MazarsSuttonAt Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works. About the team 'I have been with Forvis Mazars for 24 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. '(David Baker, Partner, Head of Financial Planning)We are one of the UK's leading, purely fee based, Independent Financial Advisers. We provide a full range of financial planning services, from financial health checks to advice about investments, pensions, protection and tax planning.This is a senior appointment to work alongside our Financial Planning Partner, to deliver a high-quality service to existing clients and assist in winning new clients. The role has potential for the successful candidate to progress to more senior leadership levels.Bringing a complimentary specialism, business network and/or professional connections to the Financial Planning team is desirable. The goal is to continue to build our financial planning business. About the role Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued Provide appropriate financial planning advice to internally and externally referred clients. Continuous development of relationships with the firm's staff and partners Involvement in the execution of the firm's business development strategy both internally and externally Be responsible for the delivery of your part in the growth plans for the business. Deal with ad hoc client advisory and planning issues as they arise on the client portfolio Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner Holds substantial financial planning experience Ability to proactively manage existing client relationships and to develop new relationships Ability to demonstrate an understanding of risk management issues Ability to contribute to business proposals and to bring business opportunities to the attention of the appropriate member of the team. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward.Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.A hybrid role, the expectation is for the successful individual to work across our London South (Sutton) office and our London office at 30 Old Bailey as well as remotely and from our clients location. Our Sutton office is located in Sutton Plaza and serves as our UK international business hub. Just 30 minutes from Central London, we serve clients across Surrey, Sussex, and beyond.Our London office, based at 30 Old Bailey, is at the heart of the UK's capital, close to City Thameslink station. We offer tailored services, leveraging our national and international expertise to meet the unique needs of businesses in this global hub.Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approachOur aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.Visit to learn more.
Dec 12, 2025
Full time
Associate Director and Chartered Financial PlannerForvis MazarsSuttonAt Forvis Mazars, we're agile enough to embrace change and deliver impact. This means we encourage people to feel empowered to be part of the future direction of the firm. We're constantly improving the way we work, so that we enhance the solutions we offer. So you'll have a big say in the way your role and your team works. About the team 'I have been with Forvis Mazars for 24 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. '(David Baker, Partner, Head of Financial Planning)We are one of the UK's leading, purely fee based, Independent Financial Advisers. We provide a full range of financial planning services, from financial health checks to advice about investments, pensions, protection and tax planning.This is a senior appointment to work alongside our Financial Planning Partner, to deliver a high-quality service to existing clients and assist in winning new clients. The role has potential for the successful candidate to progress to more senior leadership levels.Bringing a complimentary specialism, business network and/or professional connections to the Financial Planning team is desirable. The goal is to continue to build our financial planning business. About the role Management of a portfolio of existing clients, ensuring that planning opportunities are identified and, where appropriate, pursued Provide appropriate financial planning advice to internally and externally referred clients. Continuous development of relationships with the firm's staff and partners Involvement in the execution of the firm's business development strategy both internally and externally Be responsible for the delivery of your part in the growth plans for the business. Deal with ad hoc client advisory and planning issues as they arise on the client portfolio Diploma qualified as a minimum, ideally Certified Financial Planner and Chartered Financial Planner Holds substantial financial planning experience Ability to proactively manage existing client relationships and to develop new relationships Ability to demonstrate an understanding of risk management issues Ability to contribute to business proposals and to bring business opportunities to the attention of the appropriate member of the team. About Forvis Mazars Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward.Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.A hybrid role, the expectation is for the successful individual to work across our London South (Sutton) office and our London office at 30 Old Bailey as well as remotely and from our clients location. Our Sutton office is located in Sutton Plaza and serves as our UK international business hub. Just 30 minutes from Central London, we serve clients across Surrey, Sussex, and beyond.Our London office, based at 30 Old Bailey, is at the heart of the UK's capital, close to City Thameslink station. We offer tailored services, leveraging our national and international expertise to meet the unique needs of businesses in this global hub.Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approachOur aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.Visit to learn more.
Asset Management - Senior ManagerForvis MazarsLondon About The Team: Part of our Financial Services division, the Asset Management Audit team delivers tailored audit services to clients with complex and diverse asset portfolios. Our clients include large and listed asset managers (including FTSE 250 entities), wealth managers, investment trusts, real estate investment managers and REITs, as well as private equity and venture capital-backed property groups. We also work with unregulated asset managers with assets under management under £1bn.Operating across multiple jurisdictions, our clients present a broad range of challenges, from asset valuation and revenue recognition to meeting regulatory compliance. You'll be involved at every stage of the audit process, gaining hands-on experience with high-profile clients while being supported in your professional development. We offer a collaborative and ambitious environment where your ideas are valued, and your career can thrive. What You'll Do: Lead Complex Audits - Take ownership of large and listed audits in the asset management sector, bringing FTSE 250 experience to the team. Provide Technical Oversight - Advise on complex areas including private equity, private credit, infrastructure valuations, IFRS 9/13, and fair value assessments. Shape Audit Strategy - Design risk-focused audit approaches tailored to complex group structures and diverse investment vehicles. Deliver Reporting & Insights - Manage high-value audits end-to-end, including team resourcing, timelines, group consolidations, and Audit Committee reporting. Coach & Collaborate - Support team development and build trusted relationships with CFOs, fund managers, and key stakeholders. What You'll Bring: Professional Qualification - Fully qualified (ACA / ACCA / CA or equivalent). Sector Expertise - Hands-on experience in the asset management sector, ideally with FTSE 250 clients. Leadership Experience - Proven leadership in managing complex audits involving asset portfolios and valuation processes. Demonstrated experience at Senior Manager or experienced Audit Manager level. Technical Knowledge - Strong technical expertise in IFRS, UK GAAP, CASS rules, and FCA regulations. Stakeholder Engagement - Skilled at managing relationships with senior stakeholders. 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. Location: - 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts.Ready to Grow , Belong , and Impact 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.
Dec 10, 2025
Full time
Asset Management - Senior ManagerForvis MazarsLondon About The Team: Part of our Financial Services division, the Asset Management Audit team delivers tailored audit services to clients with complex and diverse asset portfolios. Our clients include large and listed asset managers (including FTSE 250 entities), wealth managers, investment trusts, real estate investment managers and REITs, as well as private equity and venture capital-backed property groups. We also work with unregulated asset managers with assets under management under £1bn.Operating across multiple jurisdictions, our clients present a broad range of challenges, from asset valuation and revenue recognition to meeting regulatory compliance. You'll be involved at every stage of the audit process, gaining hands-on experience with high-profile clients while being supported in your professional development. We offer a collaborative and ambitious environment where your ideas are valued, and your career can thrive. What You'll Do: Lead Complex Audits - Take ownership of large and listed audits in the asset management sector, bringing FTSE 250 experience to the team. Provide Technical Oversight - Advise on complex areas including private equity, private credit, infrastructure valuations, IFRS 9/13, and fair value assessments. Shape Audit Strategy - Design risk-focused audit approaches tailored to complex group structures and diverse investment vehicles. Deliver Reporting & Insights - Manage high-value audits end-to-end, including team resourcing, timelines, group consolidations, and Audit Committee reporting. Coach & Collaborate - Support team development and build trusted relationships with CFOs, fund managers, and key stakeholders. What You'll Bring: Professional Qualification - Fully qualified (ACA / ACCA / CA or equivalent). Sector Expertise - Hands-on experience in the asset management sector, ideally with FTSE 250 clients. Leadership Experience - Proven leadership in managing complex audits involving asset portfolios and valuation processes. Demonstrated experience at Senior Manager or experienced Audit Manager level. Technical Knowledge - Strong technical expertise in IFRS, UK GAAP, CASS rules, and FCA regulations. Stakeholder Engagement - Skilled at managing relationships with senior stakeholders. 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. Location: - 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts.Ready to Grow , Belong , and Impact 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.
A leading global professional services firm in Stockport is seeking a Tax Associate Director to manage the delivery of R&D claims for clients. The successful candidate will have at least five years of experience, strong technical knowledge of UK R&D tax, and the ability to manage client relationships effectively. This role includes developing methodologies and serving as the main contact for R&D tax queries. Join a diverse, dynamic team committed to professional growth and excellence.
Dec 09, 2025
Full time
A leading global professional services firm in Stockport is seeking a Tax Associate Director to manage the delivery of R&D claims for clients. The successful candidate will have at least five years of experience, strong technical knowledge of UK R&D tax, and the ability to manage client relationships effectively. This role includes developing methodologies and serving as the main contact for R&D tax queries. Join a diverse, dynamic team committed to professional growth and excellence.
A leading global professional services firm in Manchester seeks a Tax Associate Director to manage R&D tax claims and deliver exceptional client service. The ideal candidate will have strong technical knowledge of UK R&D tax and experience in business development. This role offers career progression within a diverse team and a chance to impact the business. Candidates will be involved in preparing claims for HMRC and coaching junior staff, while thriving in a supportive, collaborative environment.
Dec 09, 2025
Full time
A leading global professional services firm in Manchester seeks a Tax Associate Director to manage R&D tax claims and deliver exceptional client service. The ideal candidate will have strong technical knowledge of UK R&D tax and experience in business development. This role offers career progression within a diverse team and a chance to impact the business. Candidates will be involved in preparing claims for HMRC and coaching junior staff, while thriving in a supportive, collaborative environment.
A professional services firm is seeking a Tax Associate Director to manage R&D claims for a national client base in Oldham. The ideal candidate should have at least five years of R&D experience in tax, strong technical knowledge, and the ability to manage client relationships. This role offers the opportunity for professional growth and the chance to impact business development. Candidates will need a relevant qualification and a proactive approach to identifying opportunities within tax clients.
Dec 09, 2025
Full time
A professional services firm is seeking a Tax Associate Director to manage R&D claims for a national client base in Oldham. The ideal candidate should have at least five years of R&D experience in tax, strong technical knowledge, and the ability to manage client relationships. This role offers the opportunity for professional growth and the chance to impact business development. Candidates will need a relevant qualification and a proactive approach to identifying opportunities within tax clients.
Tax Associate DirectorForvis MazarsStockport About The Team: We are seeking a client facing individual with at least five years of R&D experience to manage the delivery of R&D claims for a diverse national client base. This is an exciting opportunity for an ambitious individual that has experience of managing clients (of various size and across several sectors), the end-to-end delivery of research and development claims, whilst also being keen to grow the business by proactively being out in the local market.This role also provides an opportunity for the successful candidate to progress to more senior roles in our growing national Innovation Incentives team. The individual will therefore play an important role in the wider Forvis Mazars' R&D team by working directly with an established and diverse team of R&D specialists, business stakeholders, and the local leadership team across our Northern offices. What You'll Do: You will develop claim methodologies, and prepare R&D tax relief claims for submission to the HMRC for Forvis Mazars clients You will be the main point of contact for all Forvis Mazars clients' R&D Tax queries and will contact HMRC and their behalf. You will write technical descriptions of client's projects, while preparing documentation to support R&D claims, based on UK BIS guidelines You will coach and review the work completed by the junior staff within your team. Strong technical knowledge of UK R&D Tax and preparation of R&D claims. What You'll Bring: (Based Skills, Knowledge & Experience X4-5 max) Strong technical knowledge of UK R&D Tax and preparation of R&D claims. ATT (or equivalent) qualification Demonstrate broad and strong technical tax knowledge and experience. Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients. Experience of identifying opportunities for business development on tax clients (and ideally across other service lines). 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. Location: - Located in 3 Wellington Place, 5th Floor, Leeds, LS1 4AP. Just a 10-minute walk from Leeds Station. Positioned in a modern business quarter with excellent amenities and green spaces.- Located in One St Peter's Square, Manchester, M2 3DE. Easily accessible from Piccadilly and Oxford Road stations. A vibrant city centre location surrounded by top restaurants, shops, and cultural hotspots.Ready to Grow , Belong , and Impact 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.
Dec 09, 2025
Full time
Tax Associate DirectorForvis MazarsStockport About The Team: We are seeking a client facing individual with at least five years of R&D experience to manage the delivery of R&D claims for a diverse national client base. This is an exciting opportunity for an ambitious individual that has experience of managing clients (of various size and across several sectors), the end-to-end delivery of research and development claims, whilst also being keen to grow the business by proactively being out in the local market.This role also provides an opportunity for the successful candidate to progress to more senior roles in our growing national Innovation Incentives team. The individual will therefore play an important role in the wider Forvis Mazars' R&D team by working directly with an established and diverse team of R&D specialists, business stakeholders, and the local leadership team across our Northern offices. What You'll Do: You will develop claim methodologies, and prepare R&D tax relief claims for submission to the HMRC for Forvis Mazars clients You will be the main point of contact for all Forvis Mazars clients' R&D Tax queries and will contact HMRC and their behalf. You will write technical descriptions of client's projects, while preparing documentation to support R&D claims, based on UK BIS guidelines You will coach and review the work completed by the junior staff within your team. Strong technical knowledge of UK R&D Tax and preparation of R&D claims. What You'll Bring: (Based Skills, Knowledge & Experience X4-5 max) Strong technical knowledge of UK R&D Tax and preparation of R&D claims. ATT (or equivalent) qualification Demonstrate broad and strong technical tax knowledge and experience. Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients. Experience of identifying opportunities for business development on tax clients (and ideally across other service lines). 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. Location: - Located in 3 Wellington Place, 5th Floor, Leeds, LS1 4AP. Just a 10-minute walk from Leeds Station. Positioned in a modern business quarter with excellent amenities and green spaces.- Located in One St Peter's Square, Manchester, M2 3DE. Easily accessible from Piccadilly and Oxford Road stations. A vibrant city centre location surrounded by top restaurants, shops, and cultural hotspots.Ready to Grow , Belong , and Impact 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.
Tax Associate DirectorForvis MazarsManchester About The Team: We are seeking a client facing individual with at least five years of R&D experience to manage the delivery of R&D claims for a diverse national client base. This is an exciting opportunity for an ambitious individual that has experience of managing clients (of various size and across several sectors), the end-to-end delivery of research and development claims, whilst also being keen to grow the business by proactively being out in the local market.This role also provides an opportunity for the successful candidate to progress to more senior roles in our growing national Innovation Incentives team. The individual will therefore play an important role in the wider Forvis Mazars' R&D team by working directly with an established and diverse team of R&D specialists, business stakeholders, and the local leadership team across our Northern offices. What You'll Do: You will develop claim methodologies, and prepare R&D tax relief claims for submission to the HMRC for Forvis Mazars clients You will be the main point of contact for all Forvis Mazars clients' R&D Tax queries and will contact HMRC and their behalf. You will write technical descriptions of client's projects, while preparing documentation to support R&D claims, based on UK BIS guidelines You will coach and review the work completed by the junior staff within your team. Strong technical knowledge of UK R&D Tax and preparation of R&D claims. What You'll Bring: (Based Skills, Knowledge & Experience X4-5 max) Strong technical knowledge of UK R&D Tax and preparation of R&D claims. ATT (or equivalent) qualification Demonstrate broad and strong technical tax knowledge and experience. Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients. Experience of identifying opportunities for business development on tax clients (and ideally across other service lines). 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. Location: - Located in 3 Wellington Place, 5th Floor, Leeds, LS1 4AP. Just a 10-minute walk from Leeds Station. Positioned in a modern business quarter with excellent amenities and green spaces.- Located in One St Peter's Square, Manchester, M2 3DE. Easily accessible from Piccadilly and Oxford Road stations. A vibrant city centre location surrounded by top restaurants, shops, and cultural hotspots.Ready to Grow , Belong , and Impact 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.
Dec 09, 2025
Full time
Tax Associate DirectorForvis MazarsManchester About The Team: We are seeking a client facing individual with at least five years of R&D experience to manage the delivery of R&D claims for a diverse national client base. This is an exciting opportunity for an ambitious individual that has experience of managing clients (of various size and across several sectors), the end-to-end delivery of research and development claims, whilst also being keen to grow the business by proactively being out in the local market.This role also provides an opportunity for the successful candidate to progress to more senior roles in our growing national Innovation Incentives team. The individual will therefore play an important role in the wider Forvis Mazars' R&D team by working directly with an established and diverse team of R&D specialists, business stakeholders, and the local leadership team across our Northern offices. What You'll Do: You will develop claim methodologies, and prepare R&D tax relief claims for submission to the HMRC for Forvis Mazars clients You will be the main point of contact for all Forvis Mazars clients' R&D Tax queries and will contact HMRC and their behalf. You will write technical descriptions of client's projects, while preparing documentation to support R&D claims, based on UK BIS guidelines You will coach and review the work completed by the junior staff within your team. Strong technical knowledge of UK R&D Tax and preparation of R&D claims. What You'll Bring: (Based Skills, Knowledge & Experience X4-5 max) Strong technical knowledge of UK R&D Tax and preparation of R&D claims. ATT (or equivalent) qualification Demonstrate broad and strong technical tax knowledge and experience. Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients. Experience of identifying opportunities for business development on tax clients (and ideally across other service lines). 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. Location: - Located in 3 Wellington Place, 5th Floor, Leeds, LS1 4AP. Just a 10-minute walk from Leeds Station. Positioned in a modern business quarter with excellent amenities and green spaces.- Located in One St Peter's Square, Manchester, M2 3DE. Easily accessible from Piccadilly and Oxford Road stations. A vibrant city centre location surrounded by top restaurants, shops, and cultural hotspots.Ready to Grow , Belong , and Impact 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.
Tax Associate DirectorForvis MazarsOldham About The Team: We are seeking a client facing individual with at least five years of R&D experience to manage the delivery of R&D claims for a diverse national client base. This is an exciting opportunity for an ambitious individual that has experience of managing clients (of various size and across several sectors), the end-to-end delivery of research and development claims, whilst also being keen to grow the business by proactively being out in the local market.This role also provides an opportunity for the successful candidate to progress to more senior roles in our growing national Innovation Incentives team. The individual will therefore play an important role in the wider Forvis Mazars' R&D team by working directly with an established and diverse team of R&D specialists, business stakeholders, and the local leadership team across our Northern offices. What You'll Do: You will develop claim methodologies, and prepare R&D tax relief claims for submission to the HMRC for Forvis Mazars clients You will be the main point of contact for all Forvis Mazars clients' R&D Tax queries and will contact HMRC and their behalf. You will write technical descriptions of client's projects, while preparing documentation to support R&D claims, based on UK BIS guidelines You will coach and review the work completed by the junior staff within your team. Strong technical knowledge of UK R&D Tax and preparation of R&D claims. What You'll Bring: (Based Skills, Knowledge & Experience X4-5 max) Strong technical knowledge of UK R&D Tax and preparation of R&D claims. ATT (or equivalent) qualification Demonstrate broad and strong technical tax knowledge and experience. Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients. Experience of identifying opportunities for business development on tax clients (and ideally across other service lines). 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. Location: - Located in 3 Wellington Place, 5th Floor, Leeds, LS1 4AP. Just a 10-minute walk from Leeds Station. Positioned in a modern business quarter with excellent amenities and green spaces.- Located in One St Peter's Square, Manchester, M2 3DE. Easily accessible from Piccadilly and Oxford Road stations. A vibrant city centre location surrounded by top restaurants, shops, and cultural hotspots.Ready to Grow , Belong , and Impact 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.
Dec 09, 2025
Full time
Tax Associate DirectorForvis MazarsOldham About The Team: We are seeking a client facing individual with at least five years of R&D experience to manage the delivery of R&D claims for a diverse national client base. This is an exciting opportunity for an ambitious individual that has experience of managing clients (of various size and across several sectors), the end-to-end delivery of research and development claims, whilst also being keen to grow the business by proactively being out in the local market.This role also provides an opportunity for the successful candidate to progress to more senior roles in our growing national Innovation Incentives team. The individual will therefore play an important role in the wider Forvis Mazars' R&D team by working directly with an established and diverse team of R&D specialists, business stakeholders, and the local leadership team across our Northern offices. What You'll Do: You will develop claim methodologies, and prepare R&D tax relief claims for submission to the HMRC for Forvis Mazars clients You will be the main point of contact for all Forvis Mazars clients' R&D Tax queries and will contact HMRC and their behalf. You will write technical descriptions of client's projects, while preparing documentation to support R&D claims, based on UK BIS guidelines You will coach and review the work completed by the junior staff within your team. Strong technical knowledge of UK R&D Tax and preparation of R&D claims. What You'll Bring: (Based Skills, Knowledge & Experience X4-5 max) Strong technical knowledge of UK R&D Tax and preparation of R&D claims. ATT (or equivalent) qualification Demonstrate broad and strong technical tax knowledge and experience. Broad experience of managing the financials on clients, delivering on budgets and negotiating fees with clients. Experience of identifying opportunities for business development on tax clients (and ideally across other service lines). 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. Location: - Located in 3 Wellington Place, 5th Floor, Leeds, LS1 4AP. Just a 10-minute walk from Leeds Station. Positioned in a modern business quarter with excellent amenities and green spaces.- Located in One St Peter's Square, Manchester, M2 3DE. Easily accessible from Piccadilly and Oxford Road stations. A vibrant city centre location surrounded by top restaurants, shops, and cultural hotspots.Ready to Grow , Belong , and Impact 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.