Private Client Tax Manager

2 months ago


Portsmouth, United Kingdom TPF Recruitment Full time
Youllbe the lead in the tax team and be responsible for managing bothjunior staff and the private client tax portfolio. You will workclosely with clients playing a key role in helping them realisetheir business and personal ambitions. This will be both advisoryand compliancework.

Youwill manage the portfolio of private clients trusts andpartnerships delivering exceptional client service and producingwork efficiently and effectively. The role includes providingcomprehensive personal tax compliance and advisory servicestailored to each client s unique circumstances. Additionally youwill help train and supervise juniorstaff.

Responsibilities
  • Managingannual tax returns for assignedclients
  • Liaisingwith HM Revenue & Customs on behalf ofclients
  • Handlinga diverse range of personal tax assignments including taxforecasting residence and domicile considerations capital gains taxplanning and enquirywork
  • Addressingclient issues and queriespromptly
  • Maintainingregular contact withclients
  • Managingbilling responsibilities for your portfolio of clients trusts andpartnerships
  • Collaboratingwith the team to meet deadlines and exceed clientexpectations
  • Trainingand supervising juniorstaff


Requirements
  • Strongteam mentality with the ability to workindependently
  • QualifiedTax Advisor (ATT/CTA) or qualified byexperience
  • Experiencein a private client/personal tax environment inpractice
  • Proficiencywith tax preparation software and HMRC onlineservices
  • Excellentorganisational skills and experience managing a busy clientportfolio
  • Attentionto detail and strong analytical and problemsolvingskills
  • Confidentand adaptable communication skills both written andverbal
  • Proactiveand determinedattitude
  • Strongclient serviceorientation


Benefits
  • Salarycircaper annum depending on experience and qualificationstatus
  • 25days holiday plus bankholidays
  • Hybridworkingpolicy
  • dressfor your daypolicy
  • Paidovertime.
Pleasecontact Joe Potter on(tel)(mob) or via LinkedIn for aconfidential conversation.

Referafriend...

Were keen to remain the leading provider of the best accountancytalent in the SouthEast. We are continually exploring ways toexpand our network and we know that great candidates like you canintroduce us to other equally brilliant people. We re looking towork with the best accountancy practice and tax staff in theSouthEast so if your friends family or colleagues are considering anew opportunity and can demonstrate relevant experience wed love tospeak tothem.

Forevery candidate you refer and we subsequently place into apermanent position we will give you up to 500 of Love2Shopvouchers. (Terms & Conditionsapply).

ACCA / ACA / ATT or CTA qualified. Previous experience in personaltax compliance and planning is advantageous. Solid experienceworking within an accountancy practice. Ideally, 5+ years ofexperience in Personal Tax. Excellent communicationskills.

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