Senior Private Client Tax Manager

1 week ago

City of London, United Kingdom Sarfraz Group Ltd Full time
Job Description

This role involves managing a mixed portfolio of personal tax clients, including non-domiciles, HNWIs, sole traders, partnerships, and offshore trusts. The individual will be responsible for assisting partners with advisory work, including the preparation of reports on matters such as IHT planning, residence, and offshore structures.

The ideal candidate will have a minimum of 5 years of private client tax experience and up-to-date knowledge of non-doms and offshore structures. They must be comfortable speaking to and meeting with clients on a regular basis and possess good organisational skills to ensure all deadlines are met. Strong computer skills, including a sound knowledge of Word & Excel, are also required.

Key Responsibilities

  • Manage a mixed portfolio of personal tax clients, including non-domiciles, HNWIs, sole traders, partnerships, and offshore trusts.
  • Assist partners with advisory work, including preparing reports on IHT planning, residence, and offshore structures.
  • Liaise with clients on routine and ad-hoc assignments, including correspondence by email, telephone, and face-to-face meetings.
  • Correspond with HMRC in relation to s9A enquiries and preparing disclosures under the digital disclosure facility.
  • Oversee the collation of information needed to prepare tax returns, liaising with third-party professionals and clients.

Requirements

  • Minimum 5 years of private client tax experience.
  • Up-to-date knowledge of non-doms and offshore structures.
  • Strong client-facing skills, including comfort speaking to and meeting with clients.
  • Good organisational skills to ensure deadlines are met.
  • Strong computer skills, including a sound knowledge of Word & Excel.

Language

English

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