Job Title: PrivateClient TaxManager
Client:AccountancyPractice
TheRole
Youll be the leadin the tax team and be responsible for managing both junior staffand the private client tax portfolio. You will work closely withclients playing a key role in helping them realise their businessand personal ambitions. This will be both advisory and compliancework.
Youwill manage the portfolio of private clients trusts andpartnerships delivering exceptional client service and producingwork efficiently and effectively. The role includes providingcomprehensive personal tax compliance and advisory servicestailored to each client s unique circumstances. Additionally youwill help train and supervise juniorstaff.
Responsibilities
* Managingannual tax returns for assignedclients
* Liaisingwith HM Revenue & Customs on behalf ofclients
* Handlinga diverse range of personal tax assignments including taxforecasting residence and domicile considerations capital gains taxplanning and enquirywork
* Addressingclient issues and queriespromptly
* Maintainingregular contact withclients
* Managingbilling responsibilities for your portfolio of clients trusts andpartnerships
* Collaboratingwith the team to meet deadlines and exceed clientexpectations
* Trainingand supervising juniorstaff
Requirements
* Strongteam mentality with the ability to workindependently
* QualifiedTax Advisor (ATT/CTA) or qualified byexperience
* Experiencein a private client/personal tax environment inpractice
* Proficiencywith tax preparation software and HMRC onlineservices
* Excellentorganisational skills and experience managing a busy clientportfolio
* Attentionto detail and strong analytical and problemsolvingskills
* Confidentand adaptable communication skills both written andverbal
* Proactiveand determinedattitude
* Strongclient serviceorientation
Benefits
* Competitivesalary
* Excitingopportunity to take on a newly createdrole
* Collaborativeteam culture with support and genuine progressionopportunities
Formore information or a confidential conversation on your careeroptions please contact Kourtney Luckett;;.
Wehave many Personal Tax roles across Surrey and so if the rolesounds great but the location or seniority isnt perfect please getin touch for more localopportunities.
ATT/ CTA / ACA Qualified / Part-Qualified Significant privateclient/ personal tax expertise Experience of managing a portfolioof clients