Private Client Tax Manager - Leading UK Accountancy Firm
This is an opportunity to join a dynamic tax team in my client's Birmingham office. The postholder will be responsible for the annual compliance work on their own portfolio of clients, working directly for partners. They will also be responsible for assisting the partners with planning issues and for training and supervision of staff.
The client base consists mainly of HNWIs including sole-traders and partnerships. Although the majority of my client's customers are UK resident; non-resident and non-domiciliary issues do arise and in particular planning for individuals coming to and from the UK. They also have a number of customers who are beneficiaries of UK and non-UK trusts.
Key Responsibilities
1. Dealing with all aspects of income tax (including National Insurance) and capital gains tax including reviewing PAYE coding notices where appropriate.
2. Reviewing Self-Assessment tax returns prepared by other members of staff for approval by the customer and electronically filing them.
3. Liaising with customers on routine and ad-hoc assignments including correspondence by email, telephone and face to face meetings. Matters to include inheritance tax, income tax and capital gains tax.
4. Assisting partners on the delivery of advisory work which will include the preparation of reports on matters such as IHT planning, residence, UK trusts, appropriate bus...