Senior Tax Professional

4 days ago


Lichfield, Staffordshire, United Kingdom Pro-Tax Full time

We are looking for a motivated and ambitious Tax Manager or Assistant Tax Manager to join our team as a Private Client Tax Advisory Manager. The successful candidate will have a strong background in private client tax and a proven ability to deliver high-quality results.

Job Overview

You will be responsible for managing a portfolio of clients, providing technical advice and guidance on private client tax matters, and working closely with other departments to ensure seamless delivery of services.

Key Responsibilities
  1. Client Management: Manage your own portfolio of clients ensuring a 1st class level of service is maintained through effective technical advice across private client tax.
  2. Relationship Building: Sustain excellent client relationships and ensure the audit, payroll, and accounts department fulfill the clients' additional requirements.
  3. Networking and Marketing: Participate in networking and marketing initiatives alongside the Tax Partner and Accounts Partner to further promote the firm's name and your reputation.
  4. Tax Consultancy: Lead or assist with tax consultancy assignments, particularly IHT.
  5. Tax Planning: Identify tax planning opportunities and be able to explain highly technical issues in layman's terms.
  6. Team Development: Assist with the implementation and rollout of new tax planning services and products to the firm.
  7. Mentorship: Assist with the development of the Personal Tax Executives and Associates primarily with their technical compliance experience.

The estimated salary for this role is £90,000 per annum, depending on experience, plus benefits and bonuses.



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