19352

Competitive

Leatherhead, Surrey

Permanent – Hybrid

Please Contact

Lewis Shippey

Are you looking to join an award-winning team that is passionate about tax consultancy, dedicated to delivering a first-class service to high-net-worth individuals? We are currently seeking to recruit a Senior Manager for our Private Client Team based in Surrey.

What You’ll Do:

As a Senior Manager, the role will involve providing both tax advisory and compliance services to high-net-worth individuals, including UK and international clients. The role will also involve being responsible for reviewing tax returns prepared by consultants, offering technical guidance, and identifying opportunities to optimise clients' tax affairs.

As a Senior Manager the day to day work will encompass:

  • Reviewing the tax returns prepared by consultants and provide technical input on these
  • Identifying opportunities for restructuring clients’ tax affairs and raise these with the client partner or the client
  • Providing specialist tax advisory service to clients including; estate planning, inheritance tax planning, wealth structuring, international issues
  • Dealing with HMRC on tax investigations
  • Acting as point of contact for clients, alongside the Partner

What We’re Looking For:

The main criteria is a combination of excellent written and verbal communication skills and sound technical knowledge. The individual will be able to demonstrate that they have worked in an environment where it is necessary to deliver accurate information on a timely basis.

You will also be able to demonstrate the following skills, experience and attributes:

  • CTA qualified with a minimum of 5 years post qualification experience
  • Experience of working with a complex UK and international HMW client base
  • Ability to manage workflow in a busy and demanding environment
  • Outstanding written and verbal communication
  • Ability to work under pressure and in a deadline driven environment
  • Excellent IT skills and receptive to technology changes
In addition to providing our recruitment services to you, we may want to occasionally contact you to let you know about our recruitment services, industry insights, employment news and competitions.

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