Private Client Tax Manager

1 week ago

London, Greater London, United Kingdom Service Care Solutions Ltd Full time

Service Care Solutions Ltd is currently recruiting on behalf of a Top 50 Chartered Accountancy firm in London for a Private Client Tax Manager to join their team on a permanent basis. This exciting opportunity offers the chance to work with a portfolio of compliance cases alongside supporting seven private client partners with advisory work. The role also involves staff management and development.

Main Responsibilities
  • The successful candidate will be responsible for managing a mixed portfolio of personal tax clients, including non-doms, HNWIs, sole-traders, partnerships, and offshore trusts.
  • They will assist partners in delivering advisory work, which includes preparing reports on matters such as IHT planning, residence, pre-arrival planning, offshore structures, and planning work in anticipation of new rules for non-doms.
  • Liaising with clients on routine and ad-hoc assignments, including correspondence by email, telephone, and face-to-face meetings, on matters involving inheritance tax, income tax, and capital gains tax.
  • Corresponding with HMRC in relation to s9A enquiries and preparing disclosures under the digital disclosure facility.
  • Overseeing the collation of all information needed to prepare the tax return, involving liaising with other third-party professionals and clients themselves.
  • Dealing with all aspects of income tax, including National Insurance, and capital gains tax, including reviewing PAYE coding notices where appropriate.
  • Reviewing tax returns prepared by other members of staff for approval by the client and electronically filing them.
  • Prioritizing and organizing own work to ensure a consistently high standard of client care and meeting HMRC deadlines, working without supervision and showing initiative in dealing with clients' affairs.
  • Billing clients quarterly, including making reserves and keeping partners up to date with any billing concerns.

We are seeking a highly qualified and experienced individual who is CTA qualified and has at least 5 years of Private Client Tax experience. They should have up-to-date knowledge of non-doms and offshore structures, as well as client-facing experience and good communication skills.

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