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Role purpose
This is a mixed compliance/advisory role which will involve a high percentage of non- UK domicile cases. Running a portfolio of compliance cases along-side supporting seven private client partners with advisory work. There will also be staff management and development involved.
Key responsibilities
- Responsibility for a mixed portfolio of personal tax clients, including specifically non-doms, HNWIs, sole-traders, partnerships, and offshore trusts.
- Assisting partners on the delivery of advisory work which will include the preparation of reports on matters such as IHT planning (including UK trusts), residence, pre-arrival planning, offshore structures (involving offshore trusts and companies) and planning work in anticipation of the new rules for non-doms from 6 April 2025.
- Preparation and attendance at both existing and potential new client meetings, setting budgets for the follow up work, and ensuring the work is carried out in a timely manner and within budget.
- Liaising with clients on routine and ad-hoc assignments including correspondence by email, telephone and face to face meetings. Matters to include inheritance tax, income tax and capital gains tax.
- Correspondence with HMRC in relation to s9A enquiries and preparing disclosures under the digital disclosure facility.
- Overseeing the collation of all the information needed to prepare the tax return involving liaising with other third-party professionals and the clients themselves.
- Dealing with all aspects of income tax (including National Insurance) and capital gains tax including reviewing PAYE coding notices where appropriate.
- Reviewing tax returns prepared by other members of staff for approval by the client and for then electronically filing them.
- Promptly dealing with routine post received in connection with those clients.
- Prioritising and organising own work to ensure consistently high standard of client care and to meet HMRC deadlines working without supervision and to show initiative in dealing with clients affairs.
- Billing clients on a quarterly basis, including making reserves and keeping partners up to date with any billing concerns.
- Responsible for monitoring own time budgets and chargeability.
- Attendance and contribution at internal departmental management meetings.
- Networking at events for business development.
- Contribution to in-house publications.
Equipment used
- Use of computer CCH packages and SharePoint.
Qualifications/education required
- Minimum requirement to be CTA qualified
Particular aptitudes / skills required
- Must have a minimum of 5 years private client tax experience.
- Experience and up-to-date knowledge is required of non-doms and offshore structures.
- Client facing experience is required including being comfortable speaking to and meeting with clients on a regular basis.
- Good organisational skills will be required to organise his/her own work to ensure that all deadlines are met.
- Good computer skills including a sound knowledge of Word & Excel are required.
- People management skills
- Commercial awareness
