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​Private Client Tax Manager or Senior Manager.

1 month ago

London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

Private Client Tax Senior Manager - London up to £100,000
Very flexible/hybrid working
This leading, ambitious mid-tier accountancy firm are looking to hire a Private Client Senior Manager to join their exciting and growing department. You will be required to drive the delivery of personal tax 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.
This is a key role within the office, where you will be client facing and required to deal credibly and professionally with high net-worth clients and other professional advisors. equally crucial will be your ability to impart complex tax technical information to non-experts.
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.
Managing a portfolio, consisting of a mix of clients with multiple sources of earned and investment income.
*Dealing with partnerships and high net worth individuals.
*Dealing with a wide range of capital gains tax issues.
*Overseeing the UK tax return filling process for a broad variety of clients.
*Monitoring team progress against targets.
*The candidate should have experience in advising on a wide range of tax issues which should ideally include the following areas:
Advanced understanding of core private client tax issues, including personal tax anti-avoidance legislation.
*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.
*Planning for mitigation of Inheritance Tax including use of trusts and tax effect of lifetime transfers.
*UK Trusts and Estates and experience of UK trust account preparation and review is desirable.
Private clients and proprietors of owner managed businesses (self-employed, partnerships and small companies)
*UK and non-UK based high net worth individuals.
*Property owning clients using corporate vehicles and trusts.
Understands clients' attitudes to risk and ensures advice is communicated clearly, correctly and consistently.
*Recognisesthat tax advice is more than just technical analysis.
Business Building:
*Leads discussions with prospective and existing clients, pitches, proposals and presentations on tax issues.
*Can evidence regular referral of non-tax work to other parts of the business.
*Shows commercial judgement in improving the firm's efficiency and profitability.
Takes responsibility for WIP management and billing.
*Motivates and enthuses the team to follow the Firm's policies and procedures.
*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.