Accounts and Tax Manager (Private Client)
Accounts and Tax Manager (Private Client - Law Firm)
AJ Chambers are delighted to be representing a Top 100 Law Firm based in London who, due to expansion, currently have an opportunity for a qualified Accounts and Tax Manager within their Private Client team.
The Trust Administration team is part of the well-established and top-level Private Client team. The Team’s focus is in two principal areas: assisting fee-earners in the wider Private Client team with estate accounts and tax returns for estates and individuals; and managing several long-standing trusts and funds daily.
This Accounts and Tax Manager role is for the general work in the Private Client team in assisting fee-earners with the preparation of estate accounts and the related tax return and tax administration work, often working directly with the Personal Representative clients. There will also be work preparing personal returns for clients and again working directly with them.
The Private Client team acts for a wide variety of estates and individuals, including many wealthy clients often with cross-border elements. The work can be complex and will include involvement with property and share portfolios, discretionary and life interest trusts in estates, family wealth management, and general tax and accounting advice on other specific matters within the Private Client team.
The work is predominantly accounting-based yet will require an excellent understanding of the tax treatment of estates, related trusts, and individuals. It will involve significant interaction with the wider Private Client planning team to ensure a complete service to clients.
Key Responsibilities and Duties include:
Main Duties:
- Assisting fee-earners in the Private Client team with their preparation of full and detailed estate accounts, estate tax returns and beneficiary income statements.
- Preparing individual tax returns and liaising directly with clients.
- Preparing 30-day CGT returns for estates and individuals.
- Coordinating tax payments and clearance for individuals and estates.
- Assisting with preparation of accounts information needed for IHT100 returns in relation to Will Trusts.
- Data input for estate and will trust accounting of bank, brokers, and dividend information into team’s Pro-forma estate accounts.
- Reconciling to third party and internal accounts records.
- Monitoring of client funds.
- Contact with other professional advisors as well as clients.
- Supporting the board of directors by way of reporting on the estates of which the firm is the executor.
Client Relations:
- To provide a high-quality service to all clients (within the team and externally).
- To develop and maintain good client relationship skills, gaining clients’ confidence and that of other professionals.
- Receive requests for advice from current and potential clients and deciding on the most appropriate responses to make to these requests.
- Establishing what needs to be done to solve a client’s problems.
Personal Development:
- Develop this area of work to increase work for the wider team.
- Maintain professional development in your professional body.
- Support internal procedures and systems including file and financial management.
- Participate in team meetings.
- Attend internal training and external training as and when required.
- Read journals and attend courses as part of continuing professional development.
- Maintain high standards of professional conduct while generating adequate practice income, ensuring that the fees earned sufficiently exceed total costs and expenses incurred.
Person Specification
Qualifications & Experience
- We are looking for a candidate who is qualified in relevant professional accounting or tax body and/or a STEP member.
- At least 10 years experience in a practical accountancy background.
- Income, Gains, and Inheritance Tax detailed knowledge.
- IT literate, with excellent working knowledge of Excel.
- Previous experience of using CCH Personal Tax or similar software is essential, and experience of CCH Trust Accounts is an advantage. These are used for the management of long-standing trusts in the team and will be of use for tax returns and some aspects of estate accounting.
Motivation & Competencies
- Evidence of interest in, and commitment to, the success of the firm.
- Relevant experience within a professional services firm.
- Understanding of and commitment to Company values and ethos.
- Excellent communication both written and verbal - the role involves liaison with internal and external people at a senior level.
- A self-starter, able to demonstrate high levels of initiative and motivation, but also work closely with other team members and displaying trust and loyalty.
- Ability to manage assigned tasks in an assertive, efficient, and timely manner.
- Good interpersonal skills, demonstrating professionalism in all dealings.
- Excellent attention to detail and a positive professional attitude.
- Must be able to multitask and keep calm under pressure.
Our client has a diverse workforce and aims to attract high calibre applicants that reflect the demography of our geographical location and client base. Individuals will be employed solely on merit and the requirement of the position. No applicant or employee receives less favourable treatment on the grounds of sex, race, marital status, disability, age, sexual orientation, gender identity or religion. Reasonable adjustments will be made to eliminate or reduce disadvantages.
For further information on this exciting new Accounts and Tax Manager position, please apply direct or contact Darren Buckley at AJ Chambers
by email - as they go live.
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