Private Client Tax Manager
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Your new roleYou will be responsible for managing a varied portfolio of private clients, trusts and estates, acting as the primary point of contact and ensuring the delivery of high-qualitypliance and advisory services.
Key responsibilities
include:
Managing a portfolio of private clients, trusts and estatesOverseeing thepletion of Self Assessment tax returns, MTD reporting and Final DeclarationsActing as the main client contact and developing strong, long-term relationshipsManaging portfolio profitability, including WIP control, billing and fee planningIdentifying opportunities for additional services and supporting business development activityReviewing work prepared by junior team members and providing technical guidancePreparing and reviewing advisory work including: Trust registrations andpliance, Trust and estate tax matters, Inheritance Tax returns, Capital Gains Tax calculations and reporting, Remuneration planningWorking closely with specialists across tax and wider service lines to deliver integrated client solutionsSupporting, mentoring and developing junior members of the teamDriving process improvement and the adoption of new technologies within the tax function
What you'll need
to succeedA professional tax qualification such as CTA, ATT, STEP, CA or equivalent experience Strong technical knowledge of trust and estate taxplianceExperience dealing with Trust Registration Service (TRS) requirements, trust administration and Inheritance Tax returnsA proven track record of managing a client portfolio and building strong client relationshipsExcellentmunication, organisational and technical research skillsPrevious experience reviewing work and supporting junior team membersWhat you'll get in returnHybrid and flexible working arrangementsPrivate medical coverEnhanced family-friendly policiesGenerous holiday allowance with buying and selling optionsPension and life assuranceEmployee wellbeing supportPaid volunteering opportunitiesOngoing training, development and career progression pathways
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