TAX MANAGER (PRIVATE CLIENT)
CITY OF LONDON
HYBRID
£62,000 - £66,000
A Top 20 UK accountancy firm seek a Private Client Tax Manager to join their team on a permanent, full time basis. This is an excellent opportunity for someone to join a well established, flexible and progressive company who offer excellent training and development opportunities.
The candidate will be required to drive the delivery of personal tax advisory work, including writing reports and leading discussions with prospective and existing clients. You will also be required to oversee a team of junior staff who are responsible for day-to-day delivery of private client services across a diverse portfolio of around 200 individual clients.
Private Client Tax Manager - The role
- Provide support to partners and directors in the effective running of the team and in winning new work
- Managing a portfolio, consisting of a mix of clients with multiple sources of earned and investment income.
- Driving the delivery of technical advisory work on the portfolio.
- Dealing with one off advisory and compliance assignments.
- A key point of contact for the client.
- Dealing with large partnerships and high net worth individuals.
- Dealing with a wide range of capital gains tax issues.
- Overseeing the UK tax return filling process for a broad variety of clients.
- Monitoring team progress against targets.
- Providing feedback and giving input into staff appraisals, as well as direct responsibility for appraising staff.
- Monitor progress and encourage the personal development of all team members.
- Ability to produce work to a high standard.
- Make suggestions and implement changes in order to improve efficiency within the team.
Private Client Tax Manager - Skills And Experience
- ATT & CTA Qualified, or professionally qualified with demonstrable relevant experience.
- Advanced understanding of core private client tax issues, including personal tax anti-avoidance legislation.
- Confidently interacts with HMRC regarding complex issues on behalf of clients.
- Delivers advice confidently in transactional, litigious, or confrontational circumstances.
- Reporting on tax and other implications of incorporation of self-employment and businesses.
- Experience in Self-Assessment and preparation of tax computations.
- Demonstrable experience of report writing and ad hoc advisory work.
- Previous supervisory and management experience including reviewing the work of others.
- Planning for mitigation of Inheritance Tax including use of trusts and tax effect of lifetime transfers.
- Dealing with enquiries into all aspects of direct taxation including experience of settlement and penalty negotiation.
Private Client Tax Manager - What's in it for you
- Hybrid Working & Flexible Working
- Excellent Benefits
- Fantastic Learning and Development Opportunities
- Generous Holiday Allowance
- Company Pension
