Personal Tax Manager

2 weeks ago


London, United Kingdom Pro-Tax Recruitment Full time

This role will involve taking leadership within the team, and you should be able to confidently and professionally deal with HNWIs and other professional advisors. You will also be required to mentor more junior staff and assist them in developing theirsoft skills and provide technical training where needed.

**Responsibilities**:

- Review tax returns and computations in conjunction with agreed timescales; ensures the efficient and risk managed delivery of compliance.
- Supporting senior staff on tax planning and other ad hoc projects.
- Build good rapport with clients, manage and meet client expectations.
- Demonstrable technical knowledge in many areas of tax relevant to private clients, including those relating to international clients, property, income tax, capital gains tax, IHT, trusts and estates. In particular a good working knowledge of UK residentand non-domiciled tax matters, including offshore trusts and structures is essential, as is an overall awareness of UK and international taxation developments and legislation.
- Excellent report writing skills, with the ability to tailor the report to the reader, from the wealthy but not financially savvy client, to the experienced and well-read offshore trustee, and everything in between. There is also likely to be a need to produceclear, unambiguous, court-appropriate reports which may be required in financial remedy matters in relation to tax expert witness work on divorce and separation.
- Manage work in progress to ensure targets can be met and ensure that clients are provided with realistic fee quotes and updated on a regular basis.
- Respond quickly to clients, and anticipate client requests/needs, keeping clients informed of progress to all aspects of the service provided, and maintaining regular contact.
- Take steps to minimise professional risk, including the appropriate documentation of services provided and consulting with other senior team members and partners to ensure that second opinions are requested and considered and the appropriate review processis adhered to.
- Other ad hoc duties in line with business requirements.
- _____



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