Trainee Financial Planner

Job Overview

At Forvis Mazars, we are dedicated to helping you build a rewarding career. We value your expertise, experience, and ambition, and encourage you to bring your ideas and creativity to our national tax team.

The Tax Reporting team focuses on a broad range of corporate clients, meeting their tax advisory and compliance needs in an environment of fast‑paced economic change, combined with complex and changing legislation both in the UK and overseas. Our corporate clients range from listed multinationals, large entrepreneurial businesses and domestic owner‑managed businesses.

The role of a Tax Trainee is to assist in the provision of corporate tax compliance and advisory services as part of a specialist team to a portfolio of clients. You will be provided an opportunity to work with colleagues in different tax disciplines during your time on our graduate programme, resulting in a broad understanding of the services we can offer our clients.

First two years

• Learn how to use Alphatax (the tax software) and processes in order to prepare a corporation tax computation and return and learn how to prepare tax numbers for financial statements.
• Develop a thorough understanding of financial statements and the nature of the clients' business to complete corporation tax computation.
• Obtain relevant information from other departments and clients whilst building good communication with both.
• Help write reports and produce other client deliverables to assist the client in explaining issues, risks and solutions in easily understandable language that they can act on.
• Support the team with client relationships and requests.

By the end of the third year

• Have a structured client portfolio focusing on tax reporting to manage.
• Work on a range of different tax reporting and advisory engagements across UK tax covering a range of technical areas.
• Develop a strong technical knowledge of the UK tax legislation.
• Coach and lead more junior team members on advisory engagements.
• Understand the way in which different corporate entities operate across a range of sectors.
• Work directly with our clients and begin developing relationships with those clients to deliver on repeat engagements.
• Begin to manage tax reporting engagements, including planning, budgeting and project managing different service lines.
• Develop a strong understanding of our control and risk management procedures.
• Have experience in supporting business development to bring new client wins to the team and to your portfolio.

• On track or have obtained an undergraduate degree. 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.
• 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.
• Always looks to 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 has 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.

Fully funded professional qualification for this role: ICAS/CTA. Our supportive culture includes coaching, mentorship and one‑on‑one guidance to help you grow, belong and make an impact. In addition to funding qualifications, we provide time off to study and a blended training approach including in‑person and virtual learning. You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars.

You will also receive comprehensive quality training and development to grow in your professional career; this includes development in professional excellence, client excellence, digital excellence and technical excellence. Our goal is to support you in reaching your full potential and becoming a standout talent.

At Forvis Mazars, diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives and experience, and know this diversity creates better outcomes for our clients. We encourage an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.

Competitive salary and comprehensive benefits including flexible working arrangements and support for professional development.