Private Client Tax Manager 1 view

Private Client Tax Manager

Job Type : Permanent, Full Time

Salary : £60000 – £65000/annum


We require a Manager to join our Private Client Tax team.

Reporting to the Principals and 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.

Duties and Responsibilities:

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 Principals and Partners where necessary

* Supporting Partners and Principals 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

* Other ad hoc duties in line with the role

The Candidate:

The ideal candidate should be able to demonstrate:

* A minimum of 6 years’ personal tax experience within a practice environment

* 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.

The successful candidate should be CTA qualified

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