Back to search
Private Client Tax Manager / Senior Manager Top 50 Firm, City of LondonUp to £85,000!!
My client is led by 24 partners, many of whom are top 4 trained, and they value teamwork with over 240 staff across four locations in the UK. They take pride on having technical knowledge and excellence, but also aim to give their clients practical options, and always make complex issues easy to understand. The secret to their success is a commitment to deliver only the best for their clients and to exceed their expectations from the initial contact and throughout these relationships.They have pride in being recognised for operating on friendly and approachable basis, taking the time to get to know their clients as people so that they can understand what is important to them, their business ventures, and their family commitments.
Therefore they are looking for a Private Client Tax Manager / Senior Manager to join and join there expanding team - this will be 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.
Softwares:
- Use of computer CCH packages and SharePoint.
Education / Qualification Requirements:
- Minimum requirement to be CTA qualified
The ideal candidate will have the following:
- 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
