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Private Client Tax Senior Manager

Morgan McKinley
Posted a day ago, valid for 6 days
Location

London, Greater London EC1R 0WX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Morgan McKinley is seeking a Private Client Tax Senior Manager for a Top 40 accounting practice located in Central London.
  • The role requires a minimum of 5 years of private client tax experience and offers a competitive salary.
  • This mixed compliance/advisory position will involve managing a portfolio of non-UK domicile cases and supporting private client partners with advisory work.
  • Key responsibilities include liaising with clients on tax matters, preparing reports, and reviewing tax returns, along with staff management and development.
  • The ideal candidate should be CTA qualified, possess strong client-facing skills, and have experience with non-doms and offshore structures.

Morgan McKinley is working with a Top 40 accounting practice based in Central London who are expanding their team with a Private Client Tax Senior Manager

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 duties include:

  • 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.
  • Reviewing tax returns prepared by other members of staff for approval by the client and for then electronically filing them.
  • 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.

Particular aptitudes / skills required:

  • Must have a minimum of 5 years private client tax experience.
  • CTA Qualified.
  • 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

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.