Private Client Tax Manager - Derby About the role
This leading, ambitious mid-tier accountancy firm are looking to hire a Private Client Manager to join their exciting and growing department. You will be required to drive the delivery of personal tax compliance and 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 individual clients.
We are looking for someone to actively manage the delivery of the private client offering for the team, including making suggestions for improving internal processes and efficiencies. This will include mentoring the team to develop their soft skills and providing technical training periodically. Key responsibilities:
*Provide support to partners and directors in the effective running of the team
*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 partnerships and high net worth individuals.
*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 written work to a high standard.
*Make suggestions and implement changes in order toimprove efficiency within the team. Skills & expertise:
The candidate should have strong experience in personal tax which should ideally include the following areas:
Technical expertise:
*CTA Qualified, or other professional qualification 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. For more information on this exclusive new role please reach out!
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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Placing individuals in tax jobs demands expertise. Whether you have tax vacancies that need filling or are looking to further your career with a new tax job, we can provide an informed and effective service, recruiting from tax juniors through to tax manager and tax director levels.
When it comes to successfully placing people into tax jobs, experience and expertise are paramount. We strive to put the right candidate with the right business for the benefit of both parties.
The Pro-Tax brand stands for professionalism, integrity and above all results. We pride ourselves on repeat business and this can only be achieved by doing a good job not only first time, but every time. If you’re looking for your next career move get in contact with one of our recruiters here.
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