Private Client Tax

3 months ago


London, United Kingdom Butler Rose Full time

Private Client Tax - Associate Director (Top 25 firm)
Central London
Up to £110,000

Butler Rose Public Practice are delighted to be support our client, a Central London based Top 25 firm with fantastic ultra-modern offices, that are eager to appoint an experienced and well qualified private client tax professional into either a senior manager or associate director level role to occupy a pivotal position within the existing and sizeable private client team.

The firm are keen to attract a suitable individual to assist and support the Private Client Partners in the development and operation of the Private Client advisory and compliance offering. In addition, this role will have a key involvement in the development and growth of tax services within the Private Client sector, whilst supporting the wider team from a technical and professional development standpoint.

This is an exciting opportunity for an ambitious Private Client Specialist to progress to Partner in this fast growing and talented team.

Role Requirements
- Manage a portfolio of high net worth personal, trust and estate clients in relation to their UK tax reporting requirements, as well as review and sign off tax comps and returns and any relevant reporting requirements.
Budget and plan all tax compliance work for clients in the portfolio and be responsible for the timely delivery of such work and for the recoverability and billing on such jobs.
Provide technical assistance to queries received from other teams at the firm as well as a technical and quality review of relevant Private Client team's output.
Carry out and assist with UK tax planning, including tax payment forecasting and ad-hoc projects.
Deal with client queries and identify potential issues, all whilst ensuring other non-private client tax implications are considered.
Proactively market the Firm's Private Client function and expertise, both internally and externally, through the production of technical updates, presentation at internal team meetings and external seminars and training courses, also ensuring existing networks are maintained whilst developing new ones.
Provide input into the firm's marketing publications and events as required.
Recognise and act upon opportunities for cross selling of services and adding value and identify opportunities for selling consultancy services to compliance clients.
Give regular and constructive feedback to Private Client Team members in order to contribute to their personal and professional development.
Along with providing technical support, you will be expected to mentor and coach Private Client Team members, to ensure their professional and technical development.

Person Requirements
- Ideally CTA qualified will significant private client tax experience working for a prominent UK based accounting firm.
Have full knowledge of UK tax matters relating to private clients and professional practices.
Excellent networking capability and keen interest in developing junior team members' networking skills.
Experienced in advising HNW and UHNW individuals.
Willing and able to train other team members and develop them professionally and technically.

This role represents an outstanding opportunity to a seasoned private client professional to take the next step in their career with a dotted line to partner working for a highly reputable firm.

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.



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