Private Client Tax Manager

Private Client Tax & Professional Practice ManagerTop 15 Firm, Maidstone AreaUp to £60,000!!!

My client offers a progressive space where talented people can realise their potential, are successful and enjoy what they do by making a positive difference to their clients, communities and each other. They currently hold a vacancy for a Professional Practice & Private Client tax Manager to work in in their Kent office tax team. This is a full-time permanent role with flexible working and progression opportunities.

You will work closely with the tax partners and other managers and will manage the delivery of private client tax work to the Kent client base which will include advising sole traders, the directors of owner-managed businesses and family businesses, high net worth individual and trusts. You will be involved in a variety of private client self-assessment compliance work, tax advisory work and project-based planning and structuring work. You will also be involved in business development initiatives and working with the team to generate new work.

The Role Requirements:

• ACA/CTA or equivalent qualification essential.
• Experience in the professional and private client sector, particularly in managing a compliance portfolio and providing tax advisory services to clients.
• A passion for client service.
• Display an energy and enthusiasm and a focus on achieving results.

Direct Client responsibilities:

• Developing and managing the private client relationship with clients.
• Leading work and being actively involved in the provision of advisory projects to clients (both proactively and reactively), including clients of other departments and offices. Reporting directly to tax partners and directors.
• Review of advice prepared by more junior members of the team, to a standard ready for partner approval.
• Management of the personal tax relationship on your client portfolio.
• Managing and overseeing the personal tax compliance cycle for your portfolio (including tax computations, returns and payments) and liaison with the client and HM Revenue & Customs.
• Delegation of preparatory aspects of personal tax work to junior members of the team and review of their work.
• Liaison with other agents and third parties such as investment managers, stockbrokers and banks where necessary.
• Dealing with HM Revenue & Customs' enquiries into tax returns on client portfolio and on other clients as appropriate.
• Actively communicate with clients on a regular basis and discuss tax changes that may affect their circumstances
• Active liaison with Partners to raise awareness of changes in the business and personal situations of mutual clients.
• Prioritise and organise own work in a manner which is acceptable to all the Partners to which you work with.
• Leading and supporting business development initiatives. Including identifying opportunities to take additional services to clients and contacts.
• Taking primary responsibility for financial performance for the work performed on your clients and on other project work.
• Billing responsibility for your work, balancing the requirement to maximise recovery and manage client expectations.
• Considering and managing risk in all interactions with clients.
• Showing a sense of urgency and understanding of how the delivery of work (including speed, attention to detail, and quality) impacts the Firm's ability to serve our clients.

Personal and Team responsibilities:

• Demonstrating personal commitment to your work and team success; showing positive attitude and enthusiasm for work and taking initiative to make improvements when appropriate.
• Consistently treating colleagues with fairness and respect.
• Providing and being receptive to regular and constructive feedback that improves self and others - continually developing skills and knowledge.
• Coaching members of the team through sharing experience and knowledge.
• Providing on-the-job training for developing colleagues.
• Participating in service line, office and firm wide activities.

Individual Qualities:

• Enthusiasm, proactivity and happy to be challenged by a variety of different work (if you are seeking a routine role, this role is probably not for you).
• Ability to execute work efficiently, delivering excellent service and bringing the full breadth of capability to support clients.
• Delivering work to the highest quality.
• Strong tax technical compliance and advisory knowledge.
• Ability to correctly interpret client information and other source documents, to be able to identify the tax risks and opportunities.
• Demonstration of the ability to effectively understand and manage risk matters.