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Private Client Portfolio Tax Manager

4 months ago

Ipswich, United Kingdom Reed Finance Full time

You are an experienced Private Client Tax Senior seeking progression, or an established Private Client Tax Manager seeking a fresh challenge with interesting and challenging clients.

Your role as Tax Manager for this leading regional firm, based out of their head office, will be primarily to assist the Senior Management as part of a thriving and experienced team, to provide superior compliance services, as well as identify additionalopportunities and providing appropriate advisory services.

Regular tasks will include but not limited to:

- Preparing IHT forms
- Co-ordinate the preparation of P11d’s
- CGT on property returns
- Inheritance Tax
- Statutory Residence Test reviews and returns for non-resident individuals
- Presenting to clients’ appropriate clarifications
- Managing and developing your own portfolio of clients’ relationship, enhancing the partnership with the firm through identifying additional services of benefit to both the client and firm.
- Full management of the team; recruiting, training, mentoring, review and hold appraisals.

As Tax Manager you will also have the opportunity to enhance your skills through undertaking advisory work, as and when the opportunity arises.The amount of advisory work you will undertake will vary and reflect your experience.

As an experienced private client tax professional you will have an appropriate qualification such as ATT/ CTA.

You will be offered a competitive salary, generous benefits, flexible working, and continued professional support.