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Manager - Private Client Tax Services

3 weeks ago

Harrogate, United Kingdom Evelyn Partners PS Full time

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.

Company Description

At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK's top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881-helping businesses and individuals meet challenges and seize opportunities across generations.

Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose-to help navigate challenges, unlock potential, and achieve the extraordinary.

Job Description

What will you be doing?

As a Manager you will be part of the private client tax team working on tax advisory and tax compliance services to a wide range of clients on your portfolio and assisting others.

Due to recent growth, we are looking for candidates to be based in either Manchester, Leeds or Harrogate, with the requirement to be in the office to collaborate with colleagues three times a week.

As a Manager, your responsibilities will include:

  • Client work - This will include reviewing tax returns, managing HMRC enquiries, day to day responsibility for compliance clients, monitoring time limits and elections for compliance portfolio (i.e. managing Taxpoint), reviewing HMRC correspondence of compliance and advisory nature, planning/advisory projects, assisting Partners in more complex planning/advisory projects, contributing at client meetings, responsible for billing and monitoring budgets, delegating tasks and reviewing work from trainees/seniors, maintaining technical knowledge and ensuring relevant client deadlines are met.
  • Training and development - You will be required to attend internal training sessions, act as a coach for trainees/seniors, appraise trainees/seniors and present at technical training sessions.
  • Assisting other staff members to provide support to other staff members and partners on chargeable and non-chargeable work when required.
  • Compliance - To ensure relevant client deadlines are met, ensuring procedures are adhered to and involved in some departmental administrative tasks.

Qualifications

To be successful in this role, you should:

  • Significant private client tax experience gained within the professional services and/or industry.
  • Technically capable tax adviser who is able to assist in complex client work.
  • Demonstrable experience of managing people.
  • Appetite to grow business development skills.
  • Strong IT skills.

Professional Qualifications and Education

  • Relevant professional qualification(s) (CTA and/or ACA).

Key Competencies

  • Must be able to plan workload in order to prioritise to meet conflicting deadlines and cope with pressure. Must be able to instruct others, delegate appropriately and control delegated work.
  • Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner. Must have good inter-personal skills to be able to liaise with clients and other staff members.
  • Meeting deadlines and responding to client needs.
  • Provide link in chain to supervise staff members below and support Partners above.
  • Maintain technical knowledge. Need to be able to understand issues, spot potential problems and provide solutions.

Additional Information

As a colleague here at S&W you will have access to benefits that include:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave
  • Fully funded training towards professional qualifications
  • Cycle to work scheme
  • Season ticket loan
  • Eye care support

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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