Indirect Tax Associate Director – Financial Services

Overview

In this role you will deliver high‑quality VAT advisory for a diverse set of financial services and insurance clients, and shape the national sector strategy for Forvis Mazars Financial Services VAT. You will lead business development, contribute to team management, and build a strong external network with clients and market stakeholders. This position offers the chance to influence cross‑firm collaboration and marketing initiatives while growing your expertise in a fast‑moving sector. You’ll join a collaborative culture that values growth, belonging, and impact.

Responsibilities

• Deliver high‑quality technical VAT advice to financial services and insurance clients
• Drive business development and contribute to team management on assignments
• Shape and deliver the national sector strategy for Financial Services VAT
• Develop market intelligence and sector knowledge for opportunities and pitches
• Take the lead on proposal documents and assist in converting opportunities
• Build external network and rapport with existing and target clients and market stakeholders

Key requirements

• Substantial VAT advisory experience in the Financial Services sector
• Proven track record of building business and leading teams
• Good understanding of industry trends and key market players
• Excellent written and oral presentation skills
• Demonstrable project management skills and ability to meet tight deadlines
• Track record of building enduring client relationships through repeat work

• Client relationship building
• Strong communication and presentation skills
• Leadership and team coordination
• VAT advisory in Financial Services
• sector knowledge of financial services and insurance
• proposal development

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