Tax Advisory Specialist
6 days ago
Salary: £80,000 - £100,000 per annum
About the RoleWe are seeking a highly skilled and experienced Private Client Senior Tax Manager to join our team at PRO-TAX RECRUITMENT LIMITED. The successful candidate will be responsible for managing a portfolio of private equity clients, providing tax advisory services and ensuring compliance with all relevant regulations.
Key Responsibilities- Play a significant role in supporting Partners with the management of their client portfolio and growing the firm's private advisory business.
- Act as a client relationship point of contact for significant private equity and other related clients.
- Win new clients through networking and business development together with the wider private equity sector group and mutual professional contacts.
- Responsibility for tax planning and complex tax issues with a private equity focus on investments in alternative asset classes either directly or via family vehicles, e.g. companies and trusts.
- Advise on ad hoc projects and be deemed as an expert in some areas of private client tax, including but not limited to private equity, non-doms and offshore trusts.
- Ensure that the firm's quality control procedures are adhered to on their clients.
- Commercial management of their clients i.e. setting budgets, monitoring workflows and contributing to a commercial and sustainably profitable business.
- Identify risk and technical matters, as well as identifying opportunities, to the Partner, and acting on these accordingly.
- Develop, execute and manage the account development for own client portfolio.
- Contribute to the tax group's sales and marketing activities in developing new work wins especially in the private equity market.
- Overall responsibility for resource planning and allocation for their portfolio.
- Staff training and development including recommendations for promotion.
- Liaise with Tax Authorities.
- Act as a liaison between the client and other service lines and tax specialists within the firm.
- Consult with colleagues and Partners on technical and risk matters.
- Maintain an in-depth, up-to-date knowledge of relevant aspects of private client taxation.
- Acknowledged as an expert in their specialist field and able to deal with complex tax issues.
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