Senior Private Client Tax Manager
3 weeks ago
Job Summary:
We are seeking a highly skilled and experienced Senior Private Client Tax Manager to join our team at Sarfraz Group Ltd. As a key member of our Private Client Tax department, you will be responsible for providing expert tax advice to high net worth individuals, including sole traders and partnerships.
Key Responsibilities:
* Dealing with all aspects of income tax, including National Insurance, and capital gains tax
* Reviewing and preparing Self-Assessment tax returns for approval by clients
* Liaising with clients on routine and ad-hoc assignments, including correspondence by email, telephone, and face-to-face meetings
* Assisting partners on the delivery of advisory work, including the preparation of reports on matters such as inheritance tax, income tax, and capital gains tax
* Overseeing the collation of all information needed to prepare tax returns, including liaising with third-party professionals and clients
* Promptly dealing with routine post received in connection with clients
* Prioritizing and organizing own work to ensure consistently high standards of client care and to meet HMRC deadlines
Requirements:
* Minimum requirement to be CTA qualified and have 5 years private client tax experience
* Client-facing experience, including being comfortable speaking to and meeting with clients on a regular basis
* Good organizational skills to organize own work and ensure all deadlines are met
* Ability to work independently without supervision and show initiative in dealing with clients' affairs and monitoring own time budgets
* Good computer skills, including a sound knowledge of Word and Excel
* People management skills, commercial awareness
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