Tax Planning Specialist
2 weeks ago
The Private Client Tax Manager will be responsible for:
- Overseeing the planning and preparation of all personal tax returns and managing the full scope of personal tax compliance for a portfolio of approximately 200 clients.
- Ensuring high-quality service and advice are consistently delivered to clients within the portfolio.
- Identifying and recommending tax planning opportunities tailored to clients' needs.
- Leading weekly planning and scheduling meetings to ensure efficient workflow and client service.
- Managing, motivating, and supervising support staff, fostering a collaborative team environment.
- Reviewing work prepared by team members, ensuring accuracy and compliance with internal standards.
- Handling ad-hoc tasks related to non-compliance issues as needed.
- Maintaining accurate time records and monitoring performance against budgets and proposed fees.
- Preparing and delivering presentations, proposals, and advice letters for clients, potential clients, and staff.
- Writing a monthly article for the firm's website and social media to share insights and promote the firm's expertise.
- Providing internal training to team members, supporting their professional development.
- Staying current with tax legislation and best practices to ensure technical knowledge is up to date.
- Contributing to the firm's overall practice development and growth initiatives.
Requirements
The Private Client Tax Manager will be:
- ACA/ACCA/CTA/ATT Qualified with 3-5+ years' experience working within tax.
- Able to work successfully with a highly functioning team.
- An excellent communicator.
- An organised, detailed worker who has a methodical, diligent approach to tax.
What We Offer
A highly competitive benefits package is also on offer, including study support, if required.
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