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Senior Private Client Tax Manager

2 months ago

St Albans, United Kingdom Sarfraz Group Full time

Role purpose

The post holder 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 our clients are UK resident; non-resident and non-domiciliary issues do arise and in particular planning for individuals coming to and from the UK. We also have a number of clients who are beneficiaries of UK and non-UK trusts.


Key responsibilities

  • Dealing with all aspects of income tax (including National Insurance) and capital gains tax including reviewing PAYE coding notices where appropriate.
  • Reviewing Self-Assessment tax returns prepared by other members of staff for approval by the client and electronically filing them.
  • Liaising with clients 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.