Private Client Tax Manager

Private Client Tax Manager

AJ Chambers are currently working with a well-established accountancy firm in search for a Private Client Tax Manager to join them in their central London office.

This is an excellent opportunity to join a liberal and progressive firm, and offers excellent opportunities for progression.

Responsibilities of the role:

• Advising on trust set up and IHT planning, as well as tax schemes entered into by personal tax clients, and advise on UK property purchase structure for HNWI.
• Promoting services offered by the firm in relation to HMRC enquiries and investigations into the affairs of personal and trust clients across the firm.
• Managing a portfolio of private clients including HNWI’s, non-domiciled individuals, UK trusts and company directors.
• Producing and implementing new regulations and procedure, in accordance with the current policies and principles in place.
• Attend meetings with clients and HM Revenue & Customs.
• Managing and coaching a small team of tax professionals within the London office.
• Maintain own levels of CPD, keeping abreast of relevant technical developments in compliance with guidelines and to meet the Firm’s needs.

The ideal candidate:

• CTA or ACA qualified, with a strong level of existing knowledge and understanding of personal and trust tax
• Previous experience of working at a senior level incorporating a minimum of 5 years relevant management experience in an accountancy practice, or a specialist field
• Must also provide experience of working on long term client relationships in addition to working on a fee basis with clients
• Working and up to date knowledge of relevant software products and MS Office products
• You must also have a great understanding of the extent of the firms services and external environment in order to contribute and bring value to the business
• The ideal candidate will have the ability to be creative when faced with difficulties and problems that may arise, and have the independence to implementappropriate solutions.

If you would like more information on this role, please apply direct or contact Rory Bysouth at AJ Chambers.