Private client tax manager - top 50

  • Location

    London, London

  • Sector:

    Personal Tax

  • Job type:

    Permanent

  • Salary:

    £45000 - £65000 per annum

  • Contact:

    Anna-Marie Tucker

  • Contact email:

    jobboardemailhandler@nncuy8uwmpalji8ge51zsg7ul7a1gw6e351drxtzl70durpon.1t-u30leaq.um5.apex.salesforce.com

  • Job ref:

    JN -022021-2173689_1615571900

  • Published:

    about 1 month ago

  • Expiry date:

    2021-04-11

  • Client:

    #

Top 100/50 Accountancy firm in London looking for an experienced private client tax manager.

Client Details

My client is a highly dynamic and highly respected firm based in central London.

Central to their core belief is that client relationships and great service are critical to success and that by promoting a personal, supportive and proactive environment, they can deliver advice of the highest standard.

They act for a diverse range of clients who operate in a multitude of sectors both in the UK and Internationally including, but not limited to, property, sports, entertainment and media.

Description

Management of a portfolio of clients to include:

· Preparation of personal, partnership and trust Tax Returns

· Answering client queries - knowledge of the tax regime for offshore trusts and UK non-domiciled individuals desirable

· Pro-actively looking for opportunities to save your clients tax

· Pro-actively looking for pitfalls to ensure that clients do not have unexpected liabilities or problems

· Building and maintaining strong relationships with existing clients

· Taking on new clients and building strong relationships

· Planning work throughout the year to ensure December/January overtime is kept to a minimum

· Manage WIP and billing for your portfolio, yourself, and your junior

· Using your tax junior to best effect

· Taking responsibility for your tax junior to ensure that they are exposed to a variety of work and progress

Being available to carry out other work, including:

· Ad hoc advice to partners and other members of staff · Peer reviews · Helping with training sessions · NRCGT Returns · ATED Returns · IHT Returns · P11Ds · ERS Returns

Profile

Qualifications:

· CTA, but QBE also considered

Experience:

· Experience managing a portfolio of personal tax compliance

· Experience in training and managing juniors

· Experience adding value to a portfolio of clients

Skills:

· Strong and broad tax technical knowledge

· Excellent people skills to maintain client and staff relations

· Attention to detail

· Positive and pro-active approach with clients and colleagues

· Confidence to act independently

Job Offer

Benefits package and flexibility to work from home and the office