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Private Client Tax Senior Manager

4 months ago

Camden Area, United Kingdom Insite Public Practice Recruitment UK Full time
Private Client Tax Senior ManagernAre you an experienced tax professional ready to take on a senior role in a dynamic private client tax team? Our client, a highly regarded firm, is seeking a Private Client Tax Senior Manager to join their specialist team. This is a unique opportunity to work with individuals and their structures on significant financial decisions, advising on assets and minimizing liabilities.

Key Responsibilities:nAs a Private Client Tax Senior Manager, you will:nAct as account manager for a portfolio of clients within the Private Client Team.nOversee the review process of all work related to clients’ affairs.nCollaborate with senior team members to manage client portfolios, including monitoring billing targets.nProvide advisory services to clients and support their compliance matters.nMentor and support junior team members, monitoring their progress and resolving issues, providing timely feedback on work and reviews.nStay proficient in all levels of personal tax and be aware of planning opportunities for clients, recognizing when to involve other teams to provide a comprehensive service.nDevelop new client relationships through existing clients, business contacts, and other sources.nParticipate in the team’s business development initiatives as required.

Candidate Profile:nThe ideal candidate will possess:nATT/CTA qualification, ACA qualification, or equivalent.nExperience in reviewing, preparing, and filing UK client returns.nComprehensive knowledge of tax matters relating to private clients.nStrong ability to review others’ work and assess junior team members.nExcellent networking skills.nA passion for supporting and developing junior team members.nAbility to build strong rapport and relationships with colleagues, team members, and clients.nCommitment to expanding personal tax knowledge and experience.

If the above role is of interest please apply or get in touch to discuss further.