Private Client Tax Manager

A highly reputable Private Client Tax specialist practice are seeking a Private Client Tax Manager to join their growing team.

The firm is a close knit team with over fifty years of private client tax experience. They offer a great deal of flexibility and agile working, within a supportive and collaborative environment.

The role

• Personal Tax advisory and compliance work in both a reviewers and preparers capacity dependent upon the nature of the work.
• There is scope to adapt this role to a more senior technical advisory position for the appropriately skilled and experienced applicant.
• A requirement to manage client relationships and deal with them direct.
• Potential opportunities to manage other members of staff.
• Great opportunities to develop your technical and wider business skills and opportunities to progress if desired.
• Appropriate qualifications and/or experience required relative to opportunity.
• Flexible hours will be considered.

The benefits

Competitive salary plus benefits package and study support where appropriate. Assistance with relocation expenses will be considered in appropriate circumstances.

A top 100 firm of accountants based in Oxford are currently looking for an experienced Accounts Manager to join their rapidly expanding team. They have a strong focus on innovation and technology to help their clients make informed decisions on how to grow their business. Their clients range from private clients to owner-managed businesses and large international subsidiaries.

They see their people as the future of their business and are known for having a friendly and supportive team culture built around their values of collaboration, respect, innovation and expertise. Everyone receives training and development not just around technical knowledge but also around commercial, management and leadership skills.

About the Accounts Manager role:

Reporting to a Partner, your core responsibilities will include:

• Build long lasting client relationships - develop and apply your technical and commercial knowledge to provide expert advice and exceed client expectations
• Support a number of Directors by managing a diverse portfolio of clients and often being their primary point of contact. Your portfolio will consist of both new and more established clients and you will be encouraged to develop further revenue streams within it as well as helping to bring in new clients to the firm.
• Ensure assignments are completed to a high standard, on time and within budgets agreed with Directors
• Work collaboratively with other Managers and the Directors to ensure quality of output and efficiency in process across the wider accounts team
• Prepare and review working papers, statutory accounts and management accounts for a wide range of business entities across many sectors
• Prepare and review corporation tax computations and returns
• Line manage more junior staff, overseeing their work and assisting them with their career development
• Assist with billing
• Manage own workload in a timely and efficient manner
• Support the practice in continuously improving our way of working including and adopting new technology

What they can offer you:

• Exposure to a wide range of clients across many industry sectors
• Partner level Mentor and a Line Manager who will work closely with you to support you through your development and provide day to day guidance
• Competitive salary and benefits package including pension, life assurance, retail discount scheme and flexible working
• Generous holiday allowance + ability to buy/sell holiday to fit your lifestyle
• A wellbeing programme with regular events and activities focused on your physical and mental wellbeing
• Participation in our Management Development Programme as soon as you start
• Personalised Development Plan
• Comprehensive induction and buddy to help you get up to speed in your first few months
• A light and airy, recently refurbished spacious modern office
• Charity fundraising events

Requirements:

• ACCA/ACA Qualified with at least 3-4 years PQE in practice
• You will have at least 6 years' practice experience
• Previous experience of line management and supervision
• Create a positive impression with clients and staff
• Excellent client relationship management skills and aptitude to assist with business development activities including providing support to directors to on board clients
• Highly commercial approach
• Strong communication and interpersonal skills
• A proactive approach, prepared to go the extra mile

Private Client Tax Assistant Manager

An award winning Top 20 firm seeking to grow their Private Client Tax department with the addition of an Assistant Manager. This is a key position and forms part of the wider Tax service we offer our clients.

The purpose of this role is to manage a portfolio of personal tax returns. There will be a requirement to prepare complex personal tax returns, and review simpler tax returns prepared by junior members of the team. You will be the primary point of contact for the majority of the clients in their portfolio.

Key Duties & Responsibilities:

• Managing a portfolio of personal tax clients, ensuring key deadlines are met
• Preparing complex personal tax returns
• Reviewing simple tax returns prepared by junior team members
• Identify advisory opportunities to refer to members of the advisory team.
• Assist with wider compliance obligations of the tax team
• Manage client relationships
• Any other ad-hoc duties that may be required

The Person:

• Ideally ATT and CTA qualified
• Experience of managing the annual compliance cycle
• Ability to communicate effectively at all levels and provide excellent client care
• Demonstrable experience of working with complex tax returns
• Working with SME clients at a mid-tier UK accounting firm
• Good technical tax knowledge and experience in preparing complex personal tax returns
• Proven experience in managing a large compliance portfolio
• Ideally would have experience of dealing with non-dom and non-resident personal tax clients

About Us:

Our focus is going the extra mile to keep clients on-track to achieve their personal and business objectives. As a leading UK accountancy and advisory firm we have a passion for advising entrepreneurs and SMEs through our sector-led teams.

We apply the same principles to individuals within the Firm. Our people are ambitious, self-motivated and encouraged to develop their skill set and realise their potential.

For further information on this position, please apply direct or contact Jodi King from AJ Chambers.

Personal Tax Manager

A leading Chartered Accountancy firm based in Gerrards Cross where an exciting opportunity has arisen for a Personal Tax Manager to work in a growing, innovative and friendly environment.

The role is primarily managing a portfolio of clients, overseeing the personal tax compliance and advisory to HNW's, Company Directors etc.

Responsibilities:

• Looking after a mixed portfolio of personal tax clients and trusts
• Managing the delivery of compliance work
• Delivering bespoke advisory work to clients

• Build relationships both within the firm and externally with clients, identifying opportunities and managing expectations

• On boarding new clients
• Assisting in the training and development of staff

Requirements:

⣋

• ATT or CTA preferred, or equivalent experience

• Strong technical skills and keen to develop further
• Experience of dealing confidently with a variety of personal clients
• An outgoing approach with the ability to build strong relationships both internally and with clients

For further information on this role please apply direct or contact Jodi King at AJ Chambers.

Tax Senior/Manager

You would be working within an established Chartered Accountancy, with 5 partners and 65 staff. Our client base includes a significant number of owner-managed businesses including partnerships, sole traders and private companies as well as private clients and high net worth individuals.

We are a friendly and sociable firm, within a lovely location running alongside the river.

We are based in the centre of this beautiful town, with its castle, cobbled streets, restaurants, bars and coffee shops. There are also many retail franchises with their shops here, and boutiques.

Main objective: to hold a dual role covering personal tax and corporate tax.

Duties and responsibilities:

• The individual's skills should extend to full portfolio management and acting as the primary contact for clients, dealing with ad-hoc technical issues as they arise and spotting any planning opportunities relevant to the client
• Correspondence (written and verbal) with clients, HMRC and other third parties
• Preparation of P11ds, PSAs and other end of year returns
• Assisting managers and partners with ad hoc planning and advisory projects
• Reviewing the tax work of more junior team members and assisting with technical queries from the team as they arise
• Dealing with HMRC enquiries for individuals

• Dealing with all types of Corporate and Personal taxes as required i.e. Capital gains tax, Inheritance tax, National Insurance, Corporation Tax, Capital allowances, Income Tax, Trust taxation, Employee taxation, Overseas issues and minor VAT issues
• Dealing with any internal staff queries arising on procedural and technical matters.
• Contributing to the identification of technical areas and changes to legislation that are relevant to the Tax Department and also to the accounts and audit department, as required. Identifying particular areas which should be brought to client attention.
• Working closely with the Tax Managers and Tax Partner to ensure the Tax Department is at the forefront of Tax Compliance and planning matters
• Dealing with corporation tax compliance matters such as reviewing computations and advisory work.
• Dealing with ad-hoc advisory matters.

Desirable experience:

• CTA qualified individual. Other relevant experience will be considered.
• Experience with corporation tax compliance and managing a personal tax portfolio.
• Advisory experience covering topics such as EIS, EMI, R & D, succession planning and remuneration planning

The successful candidate will be responsible for their own portfolio of clients, as well as supporting other members of our 10-strong tax team. They will be expected to work without the need for constant supervision and to show initiative in dealing with clients' affairs.

It is likely that the successful candidate will have at least 2-3 years' current experience of working with tax compliance and preferably have gained some experience of working in the tax department of an accountancy practice.

For further information on this role please apply direct or contact Jodi King at AJ Chambers.

Tax Senior Manager

The firm are a top 15 accountancy firm with multiple offices across the UK. A well-established firm since the 1930s with an entrepreneurial and dynamic feel who are continuing to grow nationally as well as regionally.

The Tax Senior Manager role is offering a competitive salary, a great career path to progress within the firm and a great benefits package.

Requirements:

• WFH at present but ultimately based in High Wycombe
• Full time
• Mixed Compliance (75%) and Advisory (25%)
• Mixed Personal Tax (65%) and Corporate Tax (35%)
• 350 Personal Tax Returns
• 25 HNWI
• 600 corporate clients
• Advisory to cover:

Reorg and restructure

Family Trust companies

Valuations

Non dom/residency

EMI

IHT and CGT

R&D

Investigations

** Opportunity to succeed to Director level in 4 years **

Personal Qualities:

• Team player
• Enthusiastic with a positive attitude
• Resilient
• Approachable
• Flexible

For further information on this role please apply direct or contact Jodi King at AJ Chambers.