Private Client Senior Manager

3 days ago

Dartford, United Kingdom Olivia Ruella Limited Full time

Prominent and well-known North Kent firm of Chartered Accountants is keen to recruit a high-calibre and experienced senior Private Client Manager to help drive the division forward.

This role would suit a qualified tax advisor with previous management experience and will be focused on supporting the Private Client team to provide key client services.

It will be a challenging opportunity to work with a varied portfolio of private clients, partnerships, trusts, and estates. You will support the Partners by assisting in the provision of tax compliance and advisory services and promoting the firm and itsservices to the best of your ability. You will support managing the private client team and overseeing all compliance matters with the primary focus of the role is to deliver tax advice to clients.

You will help manage the department’s self-assessment compliance cycle. Make sure that work is serviced, delivered, and managed effectively. You will review tax compliance work which is produced by more junior members of the team, identifying tax planningopportunities and concerns and resolving areas requiring further consideration.

You will:

- Provide advisory services and support to their client base
- Provide comprehensive advice and tax planning for clients
- Supporting Partners: networking, engaging with potential clients, marketing and training
- Managing the team and process to deliver all compliance matters; personal and partnerships tax returns, and P11ds
- Prepare and review self-assessment personal tax returns prior to submission
- Capital gains tax, inheritance tax, and income planning
- Individual clients and trustees, planning and managing all aspects of their personal wealth, including wills and probate, onshore and offshore trusts, and tax matters.
- Residence and domicile tax advise
- Liaising with and dealing with HMRC Matters
- Provide tax support on advisory projects.
- Good report writing and communication skills are essential

This role would suit a CTA Qualified Accountant or an experienced Personal Tax Accountant who as the Tax Senior Manager you will support Partners and the team. They are looking for an ambitious individual who will complement their team and in turn offera friendly, professional, and forward-thinking working environment with progression available.

For further details on this or indeed any other practice opportunity then please do not hesitate to contact Robin.

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