HNWI Tax Advisory Lead
4 weeks ago
We are seeking a Tax Compliance Manager to join our Private Client Department. As a key member of our team, you will be responsible for managing annual compliance work and advisory projects for a personal portfolio of high-net-worth individuals (HNWIs).
Your Key Responsibilities- Manage income tax (including National Insurance) and capital gains tax, and review PAYE coding notices when needed.
- Review and approve Self-Assessment tax returns prepared by staff and file them electronically.
- Communicate with clients on routine and ad-hoc tasks, including inheritance tax, income tax, and capital gains tax, via email, phone, or meetings.
- Correspond with HMRC regarding s9A enquiries and digital disclosure facility cases.
- Oversee the collection of information needed for tax returns, liaising with clients and third parties.
- Bill clients quarterly, monitor reserves, and update partners on billing issues.
- Network at events for business development.
You will have experience within a similar role and dealing with complex tax matters. We estimate the salary for this role to be around £80,000 - £100,000 per annum, depending on your level of experience and qualifications.
What We OfferThis is an excellent opportunity to join a growing independent firm and take on a challenging and rewarding role. We offer a range of benefits to our employees, including a competitive salary, opportunities for career progression, and a supportive and dynamic work environment.
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