Job Description: A Top 25 firm of Chartered Accountants is looking for an experienced Private Client Tax Manager to join their team. Reporting to the Partners, the Manager will have their own interesting and varied portfolio of clients including a mix of high profile individuals, professional persons, partnerships, entrepreneurs, and non-UK domiciled clients. The Manager will have the opportunity to work with an enthusiastic, successful and motivated team.
The duties and responsibilities of the role will be to look after the day to day running of a portfolio of clients. Responsibilities will include:
- Delivering technical advice, seeking opinions from Directors and Partners where necessary
- Supporting Partners and Directors in delivering complex advisory work to clients
- Billing clients
- Monitoring junior staff, providing feedback and answering queries where necessary
- Identifying business development and cross-selling opportunities
- Co-ordinating the compliance process for clients
- Attending manager meetings and assisting with ideas for implementation in the department
The ideal candidate should be able to demonstrate:
- A minimum of 6 years’ personal tax experience within a practice environment and ideally CTA qualified
- A proactive attitude
- The ability to work in a team
- The ability to work under pressure and prioritise where necessary
- Good communication and organisational skills
- Experience of dealing with non-doms and HNWIs
- Strong Microsoft Office experience
The successful candidate must have experience of reviewing tax returns and handling a portfolio of clients, and they should also be commercially aware regarding billing and marketing.