Private Client Tax Manager

Private Client Tax Manager – London – Hybrid – Up to £80,000

Our client provide a full range of audit, accountancy, tax and advisory services, and are experts at simplifying complexity. We are particularly well-known for working with complex clients with challenging issues in fast-moving and highly technical areas, such as the insurance industry, the global capital markets and the not for profit sector. Our aim is to understand people, the organisations they run, and what matters to them, so we can simplify complexity and help them achieve their ambitions.

Introduction to the Division

Tax

Our tax service line covers five key areas: Corporate Tax, Human Capital, Indirect Tax, Private Clients and Tax Disputes. The team has grown significantly in recent years and has ambitious plans for the future.

We work across all sectors, with specialisms in insurance, property, technology, international businesses, high net worth individuals and globally mobile individuals.

Responsibilities

Purpose and aim of the role

The role requires an ambitious, confident individual, with a strong academic background to join the Private Client Tax Team.

As a Team we have a very broad range of clients, including a number of HNW and UHNW individuals and family groups. Their tax affairs cover residence and domicile issues, UK and offshore Trusts, self-employed, company directors, landlords both resident and non-resident, with UK and overseas properties, partners of LLPs and LLCs

The successful candidate will be a member of the Team, responsible for assisting the Private Client Tax managers and senior managers, Directors and Partners in servicing clients and delivering services. They will take responsibility for their own work, and for managing and motivating trainee staff.

They may have specialist skills but will primarily be responsible for assisting with the management of a condensed portfolio of clients in a variety of sectors in conjunction with more senior members of the Private Client Tax teams. The successful candidate will review work with minimal Partner/Director/Senior Manager input in respect of clients with straightforward personal Tax Returns. They should also have an understanding of their own experience and know then to seek additional support. They will also work on more complex clients alongside a Partner/Director/Senior Manager.

Client Responsibilities

To be responsible for a portfolio of clients, providing compliance and consultancy advice; responsibilities might include the following:

·        Liaising with clients and colleagues

·        Handling client queries

·        Reviewing clients’ Self-Assessment Tax Returns prepared by the staff, and sign-off of letters/computations where permission has been designated by a senior manager, director or partner.

·        Review of online CGT Returns and advising clients thereon.

·        Support the delivery of advisory work on a wide range of tax planning issues, such as Trust & Estate planning, International aspects including pre-arrival and pre-departure planning, pension planning, profit extraction and issues for owner managed businesses.

·        Manage WIP and billing for own clients, ensuring commercial recoveries

·        Responsibility for ensuring procedures are adhered to for client’s on your allocation.

·        Special work/adhoc assignments

·        Participating in and assisting with Business Development opportunities, including attending new client meetings, and contributing to the regular articles that the Team produce for external newsletters

·        Responsibility for some administrative requirements and projects required to ensure the smooth operation of the Private Client Tax team.

·        Opportunities to train staff on Private Client matters

·        Investigation and resolution of Private Client queries

People Management

·        The post-holder will be jointly responsible for managing trainees, mentoring and providing feedback

·        We believe strongly in encouraging the personal development of each member of staff and the Firm supports and provides internal and external training courses as well as professional updates on technical and non-technical subjects. In addition to managing their own development, individuals are expected to encourage and take an active role in the training and development of trainees.

Person Specification

·        Proven skills in PC work gained in practice

·        A good understanding of PC principles

·        Able to explain complex issues in a way non PC experts will understand

·        Up-to-date technical skills and experience, across a broad range of clients and areas of PC tax

·        Ability to manage a client portfolio profitably.

·        Excellent written English

·        Ability to support with tax advisory matters and report writing.

·        ACA/CA/CTA or equivalent

·        Good Excel skills

·        Experience of CCH (including Tax Return element of software) preferred

·        Experience of Virtual Cabinet would also be useful

To apply for a role contact Tim Keech on 0203 8178131 at AJ Chambers

Private Client Tax Manager – London – Hybrid – Up to £80,000