Tax - Private Client Industrial Placement - Compliance - 1 September 2025 -

at  Forvis Mazars

FORVIS MAZARS : 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. You can find out more about our firm here.

WHO WE’RE LOOKING FOR

• You must be in the penultimate year of your undergraduate university course (the placement must take place either in your 2nd year of a 3 year course or 3rd year of a 4 year course) 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. You can read about our approach to academics in our FAQs.
• 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 have 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.

ABOUT THE ROLE

As a industrial placement trainee, 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 and ensure all our clients’ tax and financial planning needs are met. You will be provided an opportunity to work with colleagues in different tax disciplines in your first two years, including tax assurance, UK and international tax advisory and trusts and estates, resulting in a broad understanding of the services we can offer our Private Clients. You’ll ensure a client meets all their tax obligations by preparing and submitting tax returns and other necessary forms. You will also review clients’ business structures and personal financial arrangements to deliver solutions for their financial goals and business needs. 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, client sites when required or studying for your professional exams.

During your placement year you will:

• 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

IF YOU ARE OFFERED A PERMANENT ROLE TO RETURN AT THE END OF YOUR PLACEMENT, YOU WILL RE-JOIN AS A SECOND YEAR AFTER COMPLETING YOUR DEGREE. THE REST OF YOUR TRAINING IS OUTLINED BELOW.

• 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
• Develop a strong understanding of our control and risk management procedures
• Be ATT-CTA qualified and a chartered tax adviser