Financial Adviser jobs in Potters Bar

Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.

There are currently opportunities arising as part of our continued expansion of the transaction taxes team. Our team is building on years of continued growth, with a specific focus for recruiting the right individuals to support our clients through all stages of transactions.

We are a rapidly growing team which has meant we have opportunities at the director level in particular to help shape and accelerate our exciting plans over the next 5 years. Our profile has increased and, with it, our pipeline of work in the M&A tax space. We are looking for enthusiastic, driven individuals who are keen to take a role that allows for leadership, develop existing and new relationships and helping others in the team achieve their personal objectives.

Job Purpose

As a Transactions tax director you will be responsible for leading our teams in providing the full range of tax due diligence and M&A structuring services to our clients.

The role will involve covering both domestic and international clients providing an opportunity for those with both purely UK as well as cross-border experience.

We would expect the right candidate to have significant experience working in transactions taxes. They may also have experience on the leadership and strategy development. However, this role could also be a good opportunity for the right person to step into their first leadership role, with the ability to build a future partnership case.

Role & Responsibilities

Based on the current team requirements, the role will comprise the following elements:

Service delivery - Due diligence

• Being responsible for the overall delivery of complex tax due diligence assignments including leading on the provision of corporation tax due diligence services to our clients;
• Liaising with colleagues in VAT, employment taxes, other specialist tax services and teams from other Mazars group countries to project manage the overall tax due diligence services;
• Working collaboratively with both our transaction services team to go to market and successfully win new combined financial and tax due diligence projects;
• Building client relationships through engagements and proactively pursuing opportunities identified through due diligence assignments to support clients post deal.

Service delivery - M&A structuring advice

• Leading on the provision of tax advisory structuring services to our clients, with responsibilities for successfully delivering complex tax advisory assignments;
• Being the main day to day point of contact on a portfolio of M&A tax advisory clients;
• Owning the overall client relationship, scoping assignments tailored to client's needs, negotiating fees;
• Co-ordinating with the deal advisory team to provide a seamless client service on combined M&A projects both across other tax services but also combined with our financial reporting and other advisory service teams.;
• Ensuring our advice is properly reflected in all aspects of the transaction through communication with clients and their lawyers/other advisers.
• Collaborating across the wider tax and advisory and consulting teams in identifying opportunities, developing client relationships and supporting other go to market initiatives.

Strategic and operational leadership

• As the team and opportunities continue to develop we need an individual who can help shape the future of the transactions tax team. Working alongside the existing transaction tax partners you will be responsible for helping design and implement a strategy to support the growth of the transactions tax team.
• Enhancing deliverables and processes to drive quality, including supporting on team training.
• People responsibilities for key transaction taxes team members, providing support with their personal and professional development, appraisals and wider performance management.

Skills, Knowledge and Experience

• Holds relevant professional qualification such as ACA or CTA (or equivalent).
• Strong technical knowledge of key tax issues that affect companies and shareholders on a transaction.
• Experience in transactions..
• Strong project management skills, with a track record of leading teams on complex assignments.
• Provides assistance, shares experience, provides meaningful feedback and proactively supports the development of others.
• Broad experience of managing the financials on clients, monitoring financial performance, identifying overruns and successfully negotiating fees with clients.

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 celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and make an impact so that everyone can reach their full potential.

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 approach click here

Our 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.