Senior Manager, Private Client Tax

4 weeks ago

London, United Kingdom Menzies LLP Full time

Senior Manager - Private Client Tax, London

Purpose of the Role

This role will involve managing a portfolio of private clients for both tax compliance and tax advisory matters. The candidate will be the primary point of contact for most of the clients in their portfolio.

Your clients will include high net worth, dynamic private clients covering a variety of areas (which could include Non Dom & International clients, Family office, Offshore, Inheritance Tax, Trusts and Estate planning.

Reporting to Private Client Tax Director/Partner, the Manager/Senior Manager will also provide advisory services to clients and form an integral part of the Advisory Tax team with scope for career progression. The team delivers a full consultative, planning and compliance service to individuals and their families including optimising all private client tax reliefs during lifetime and on death.

Key Responsibilities

  • Managing a portfolio of private clients, ensuring key deadlines are met
  • Reviewing private client tax returns
  • Providing bespoke advice across all areas of personal taxation, helping ultra-high net worth and high net worth individuals pay the right amount of tax
  • Assisting Tax Partners, Partners and Directors with more complex enquiries and ensuring planning and cross-selling opportunities are identified and followed up
  • Managing client relationships
  • Assisting with wider compliance obligations of the tax team
  • Any other ad-hoc duties that may be required

Qualifications

Required Skills/Knowledge

  • Good technical tax knowledge and experience in preparing and reviewing private client tax returns.
  • Experience in managing a compliance portfolio
  • Able to demonstrate relevant practical experience in Private Client tax planning / advisory.
  • Good communication and inter-personal skills
  • Experience in dealing with non-dom clients and associated structures would be beneficial.
  • An ability to manage a team / delegate and develop junior team members.
  • Communicates with confidence, leveraging support from more senior colleagues when needed
  • Delegates to seniors and trainees as and when appropriate
  • Self-manages work and prioritises workload effectively
  • Has a solutions-based approach to their work, with confidence to make suggestions for review with more senior staff.

Required Work Experience

  • Experience of managing the annual compliance cycle
  • Experience of providing tax planning and advice to high net worth and/or ultra-high net worth clients, ideally with experience in international clients.
  • Ability to communicate effectively at all levels and provide excellent client care
  • Demonstrable experience of working with increasingly complex tax returns and a varied portfolio.

Travel Requirements

  • Encouraged to visit the other Menzies offices, clients at their sites and participate in networking events
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