Tax Valuations - Manager

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, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one.

You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.

Our Tax Valuations team is a specialist practice within the wider Valuations team, providing valuation advice to a broad range of corporate, private equity-backed, listed and high-growth clients. We support clients with valuations for tax purposes, including management incentive plans, share and securities valuations, share schemes, corporate transactions, restructuring, employee ownership structures and engagement with HMRC where required. As part of our continued growth, we are looking for a Manager to join our Tax Valuations practice and support the delivery and development of our tax-focused valuation offering.

You will work closely with senior leadership on a range of complex and commercially sensitive valuation engagements while helping to develop client relationships and contribute to the future growth of the team.

As a Manager within the Tax Valuations team, you will:

• Lead and manage tax valuation engagements, liaising with clients, tax colleagues, external lawyers.
• Prepare and review valuation models, analyses and reports for tax purposes, applying appropriate valuation methodologies and commercial judgement.
• Project manage multiple engagements simultaneously, ensuring delivery to budget and agreed deadlines.
• Develop strong and lasting relationships with clients, understanding their commercial objectives and responding proactively to their needs.
• Assist in identifying opportunities for new work across existing and prospective clients, including opportunities linked to tax, reward, private equity and corporate advisory services.
• Support business development initiatives, including proposals, pitches, client presentations and thought leadership.
• Coach, mentor and develop junior team members, providing technical guidance and supporting their professional development.
• Contribute to the continued development of tax valuation methodologies, tools, templates and innovation initiatives within the valuation practice.
• Collaborate with colleagues across Valuations, Tax, Equity Reward, M&A, Transaction Services and the wider advisory business.
• Maintain high standards of technical excellence and ensure compliance with firm policies, professional standards and regulatory requirements.
• Demonstrate commercial awareness and strategic thinking in support of the team's long-term growth objectives.

• ACA, ACCA, CTA, CFA or equivalent professional qualification.
• 2+ years of specific Tax Valuation experience at a professional services firm
• A strong understanding of the valuation principles and methodologies commonly applied in Tax Valuations, such as probability weighted expected returns methodologies (PWERM) and option pricing methodologies (OPM).
• A familiarity with the key taxing provisions which drive the requirement for a Tax Valuation, as employment-related securities, inheritance tax and transfer pricing.
• A familiarity with share-based payment accounting, including IFRS 2 and Section 26 FRS 102.
• Experience managing valuation engagements and coordinating teams to deliver high-quality client service.
• Strong financial modelling and analytical skills.
• Exc…