Tax Compliance and Advisory Expert

5 days ago


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

As a Private Client Tax Manager at Service Care Solutions Ltd's partner firm, you will have the opportunity to work with a diverse range of clients, from non-doms and HNWIs to sole-traders and partnerships. You will be responsible for managing a portfolio of compliance cases and assisting partners with advisory work, including preparing reports on matters such as IHT planning and offshore structures.

Key Responsibilities
  1. Managing a mixed portfolio of personal tax clients, including non-doms, HNWIs, sole-traders, partnerships, and offshore trusts.
  2. Assisting partners in delivering advisory work, including preparing reports on IHT planning, residence, pre-arrival planning, and offshore structures.
  3. Liaising with clients on routine and ad-hoc assignments, including correspondence by email, telephone, and face-to-face meetings.
  4. Corresponding with HMRC in relation to s9A enquiries and preparing disclosures under the digital disclosure facility.
  5. Overseeing the collation of all information needed to prepare the tax return.
  6. Dealing with all aspects of income tax, including National Insurance, and capital gains tax.
  7. Reviewing tax returns prepared by other members of staff for approval by the client and electronically filing them.
  8. Prioritizing and organizing own work to meet HMRC deadlines and ensuring a consistently high standard of client care.
  9. Billing clients quarterly, including making reserves and keeping partners up to date with any billing concerns.

Salary: £60,000 - £75,000 per annum (dependent on experience)



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