Senior Private Client Tax Manager
2 weeks ago
We are seeking a highly skilled and experienced Tax Advisor to join our team as a Private Client Tax Senior. As a key member of our private client tax team, you will have the opportunity to work closely with clients, helping them achieve their business and personal ambitions.
Our clients come from a variety of sectors and regions, united by their entrepreneurial spirit and innovative ideas. As a Private Client Tax Senior, you will manage your own portfolio of private clients, trusts, and partnerships, delivering exceptional client service and producing work efficiently and effectively.
Responsibilities:
- Client Portfolio Management: Manage a diverse range of personal tax assignments, including tax forecasting, residence and domicile considerations, capital gains tax, planning, and enquiry work.
- Client Service: Address client issues and queries promptly, maintaining regular contact with clients and providing comprehensive personal tax compliance and advisory services tailored to each client's unique circumstances.
- Team Collaboration: Collaborate with the team to meet deadlines and exceed client expectations, supporting Managers and Partners with their portfolios and special projects.
- Training and Supervision: Train and supervise junior staff, helping them develop their skills and knowledge in private client tax.
Requirements:
- Professional Qualification: Qualified Tax Advisor (ATT/CTA) or qualified by experience.
- Experience: Experience in a private client/personal tax environment, preferably in practice.
- Skills: Proficiency with tax preparation software and HMRC online services, excellent organisational skills, and attention to detail.
- Personal Qualities: Strong team mentality, proactive and determined attitude, and confident and adaptable communication skills.
Benefits:
- Competitive salary and flexible working arrangements, including hybrid working and flexible start and finish times.
- Enhanced holiday allowance and collaborative team culture with support and genuine progression opportunities.
For more information, please contact us at TPF Recruitment.
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