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
