Crowe UK Maidstone, England, United Kingdom
Private Client Manager
Crowe is a leading national audit, tax, advisory and consulting firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 40,000 people in over 140+ countries and across more than 800+ offices globally.
Our vision is to be recognised as essential to the future success of our clients by helping them to answer tomorrow’s questions and make smart decisions that have lasting value through the highest quality audit, tax, advisory and consulting services.
Crowe is where talented people can realise their potential, are successful and enjoy what they do by making a positive difference to our clients, communities and each other.
At Crowe, our aim is to create a community where regardless of gender, identity, sexuality, race, ethnicity, education or background, everyone is valued, can flourish and achieve their full potential.
We have a vacancy for a Professional Practice & Private Client tax manager to work in our Kent office tax team. This is a full-time permanent role with flexible working and progression opportunities.
You will work closely with the tax partners and other managers and will manage the delivery of private client tax work to our Kent client base which will include advising sole traders, the directors of owner-managed businesses and family businesses, high net worth individuals and trusts.
You will be involved in a variety of private client self-assessment compliance work, tax advisory work and project-based planning and structuring work. You will also be involved in business development initiatives and working with the team to generate new work.
You should be qualified ACA/CTA (or equivalent) with relevant, practical, private client compliance and advisory experience. Trust taxation experience is also preferred, although not essential. You will be expected to use your own initiative and work as part of a team, liaising with other tax specialists and other departments such as audit and our business solutions team.
The role requirements
* Experience in the professional and private client sector, particularly in managing a compliance portfolio and providing tax advisory services to clients.
* A passion for client service.
* Display energy and enthusiasm and a focus on achieving results.
* Developing and managing the private client relationship with clients.
* Leading work and being actively involved in the provision of advisory projects to clients (both proactively and reactively), including clients of other departments and offices. Reporting directly to tax partners and directors.
* Review of advice prepared by more junior members of the team, to a standard ready for partner approval.
* Tax compliance services:
* Management of the personal tax relationship on your client portfolio.
* Managing and overseeing the personal tax compliance cycle for your portfolio (including tax computations, returns and payments) and liaison with the client and HM Revenue & Customs.
* Delegation of preparatory aspects of personal tax work to junior members of the team and review of their work.
* Liaison with other agents and third parties such as investment managers, stockbrokers and banks where necessary.
* Dealing with HM Revenue & Customs’ enquiries into tax returns on client portfolio and on other clients as appropriate.
* Actively communicate with clients on a regular basis and discuss tax changes that may affect their circumstances.
* Active liaison with Partners to raise awareness of changes in the business and personal situations of mutual clients.
* Prioritise and organise own work in a manner which is acceptable to all the Partners to which you work with.
* Leading and supporting business development initiatives, including identifying opportunities to take additional services to clients and contacts.
* Taking primary responsibility for financial performance for the work performed on your clients and on other project work.
* Billing responsibility for your work, balancing the requirement to maximise recovery and manage client expectations.
* Considering and managing risk in all interactions with clients.
* Showing a sense of urgency and understanding of how the delivery of work (including speed, attention to detail, and quality) impacts the Firm’s ability to serve our clients.
Your personal and team responsibilities
* Demonstrating personal commitment to your work and team success; showing positive attitude and enthusiasm for work and taking initiative to make improvements when appropriate.
* Consistently treating colleagues with fairness and respect.
* Providing and being receptive to regular and constructive feedback that improves self and others. Continually developing skills and knowledge.
* Coaching members of the team through sharing experience and knowledge.
* Participating in service line, office and firm-wide activities.
Qualities we are looking for
* Enthusiasm, proactivity and happy to be challenged by a variety of different work (if you are seeking a routine role, this role is probably not for you).
* Ability to execute work efficiently, delivering excellent service and bringing the full breadth of Crowe’s capability to support our clients.
* Delivering work to the highest quality.
* Strong tax technical compliance and advisory knowledge.
* Ability to correctly interpret client information and other source documents, to be able to identify the tax risks and opportunities.
* Demonstration of the ability to effectively understand and manage risk matters.
Why choose Crowe?
At Crowe we understand that it is often the culture and values of a firm that are most important when looking for a new workplace.
Whether you’re working in statutory audit, corporate tax or you’re a marketing or HR specialist, we place our people at the centre of everything that we do; promoting a collaborative, inclusive and friendly culture while remaining passionate about supporting and developing our people as they build their careers. We listen to our people and adapt to their changing needs alongside the needs of our growing business. We invest in our people to help them be the best they can be.
We value new ideas and innovation, and welcome people who are committed to making a difference by delivering excellent services to our people, clients and communities.
At Crowe, you will find the specialist knowledge, the resources and the commitment to help you build a satisfying and rewarding career, with continued learning and development, highly competitive salaries and flexible benefits.
We want to create the best environment for our people to grow and thrive and recognise the importance of offering a flexible approach to our working environment, which we would be happy to discuss with you further.
Crowe is committed to equal opportunity and diversity in recruitment and employment. We value the differences that a diverse workforce brings to our organisation, driving effectiveness in our teams and providing our clients with a quality service.
Entry and progression within the firm is determined solely by the application of objective criteria, personal performance and merit which is supported by a clearly defined career pathway.
Seniority level
* Not Applicable
Employment type
* Full-time
Job function
* Accounting/Auditing
* Industries: Accounting
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