Forvis Mazars in the UK
Indirect Tax - Associate Director - Financial Services
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Job Title: Financial Services VAT Lead – Forvis Mazars
About Forvis Mazars
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, including 190 partners. We are driven by a shared purpose to shape a better future through collaboration, inclusion, and growth.
At Forvis Mazars, you’ll join a supportive team where you can:
- Develop your skills and explore new opportunities.
- Contribute from day one.
- Work with a diverse client base while building meaningful connections.
- Gain global experience that extends beyond your local team.
Our values guide us: Together, we grow, belong and impact.
About the Team
You will be supporting our Financial Services VAT practice with the following contributions:
- Demonstrate significant experience in the financial services, insurance, and/or asset management sectors, including an established network of clients and relationships.
- Exhibit excellent client relationship-building skills, balancing high-quality service with a deep curiosity about clients’ business strategies and assets.
- Drive execution capacity, technical excellence, business development (BD), and strategy, helping to:
- Implement existing FM business plans.
- Lead new business growth.
- Act as the key point of contact for other Forvis Mazars firms when identifying VAT opportunities in Financial Services and partnering with other UK service lines.
- Play an active role in shaping the FM Financial Services VAT marketing strategy and positioning yourself as a sector expert—both internally and externally.
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About the Role
You’ll be responsible for delivering high-quality technical advice across:
- A diverse range of financial services and insurance clients.
Key responsibilities include:
- Supporting business development and broader team management across VAT assignments.
- Leading and refining the national sector strategy for FM Financial Services VAT.
- Developing market intelligence and sector expertise to identify and seize new client opportunities and proposals.
- Leveraging a strong external network—targeting existing clients, coveted prospects, and key stakeholders—with a focus on nurturing long-term stakeholder relationships.
- Activating proposal documents and contributing to client win conversions.
Requirements
The ideal candidate will bring:
- Multiple years of relevant experience in advising on VAT within the Financial Services sector.
- A proven track record of influential business development and team leadership.
- Deep operational and technical knowledge of the Financial Services sector, its financial incentives, and key market players.
- Sharply honed oral and written communication skills, with an ability to present complex VAT strategies effectively.
- Project management expertise, with the capability to manage demanding timetables.
- A track record of repeatable client engagement, founded on trust, collaboration, and added value.
Why Join Forvis Mazars?
- Diverse, equitable, and inclusive environment: Our commitment to diversity, equity, and inclusion ensures our workforce mirrors the best of humanity.
- Career growth supported: You’ll develop skills alongside your team, be encouraged to explore bold ideas, and remain perpetually challenged—so you can both belong and make an impact.
- Strategic purpose: Your role aligns with our ambition to build a better future one client at a time.
- Global reach, local connection: Be part of a concept that spans 14 UK offices, fueling collaboration and impact across diverse sectors.
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Ready to Grow, Belong and Impact?
Apply today—let’s build something exceptional together.
At Forvis Mazars, we recognize that the future is more dynamic than ever. We’re always adapting our mechanisms—like transitioning to a new recruitment system—to better meet your career aspirations. Please excuse any occasional issues while we refine our tools; we are patient and committed.
Together, we move forward. You bring your journey—we’ll enhance it.
#EmbraceTheNext
[Full variability in varied backgrounds]
- La fabulous transition to Diversity, Equity & Inclusion: Our firm thrives on the uniqueness of our talent, celebrating diverse thought and growing in collaboration. We proudly welcome all:
| Backgrounds Included |
|---|
| - Sex, ethnicity, disability, sexual orientation, gender identity |
| - Nationality, faith, social class |
We believe that our best outcomes come from embracing this range of perspectives—and supporting our people to thrive. Our decisions are skills, knowledge, and qualification-driven, empowering all colleagues to reach their full potential within an environment where every voice is heard.
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