AJ Chambers are currently representing a long-established, leading independent firm of chartered accountants who are seeking a Personal Tax Manager for their office in Maidenhead. This position offers excellent opportunities for progression and the ability to work from home.

The Role

As Personal Tax Manager, you will primarily manage the preparation of self-assessment and trust & estate tax returns for your own portfolio of predominantly high net worth individuals.

Duties include:

• Managing a client portfolio and providing a high quality service to clients
• Preparing self-assessment tax returns for individuals, partnerships and Trusts & Estates, calculating and reconciling tax liabilities
• Production of self-employed accounts and rental income statements
• To undertake project work as required into various tax issues principally related to income tax, capital gains tax and inheritance tax
• Assisting other managers & partners in tax enquiry work into private clients and business clients
• Researching tax planning issues and transactional tax matters
• Preparing written correspondence, communications, and other documents for submission to clients, professional contacts and the tax authorities
• Ensuring compliance with the Firm\'s published policies and procedures
• Reviewing tax returns prepared by more junior members of the tax team

The Candidate

• ATT or CTA qualified, qualified by experience will also be considered
• A minimum of 5 years personal tax experience, within an accountancy practice
• Good communication and organisational skills
• Personable with the ability to explain complex matters in a simple way

For more information on this Personal Tax Manager position, please apply directly or contact Jodi King at AJ Chambers.

AJ Chambers are currently representing a well-established and highly reputable firm of chartered accountants who, due to recent growth, are seeking a Private Client Tax Manager for their office in Orpington.

The Role

As Private Client Tax Manager, you will provide a range of tax services for a variety of private clients and directors/owners of the corporate clients. You will manage your own portfolio, of differing levels of complexity. Advisory work includes capital gains tax advice, inheritance tax planning, trust work and disclosures.

Day-to-day duties include:

• Be responsible for all day to day tax compliance affairs of the clients in your portfolio, ensuring professional standards are met
• Identify and consult with colleagues and the partner on complex technical and risk matters, whilst exercising judgement within agreed parameters
• Undertake related advisory matters for clients
• Draft letters, emails and reports and prepare key client reporting documents
• Ensure WIP is monitored and liaise with the Partner on client billing
• Support the marketing and development of the firm\'s services and identify selling opportunities within existing client accounts
• Working with the Partner, identify relevant tax projects and subsequently lead and deliver these
• Coach and mentor more junior members of the team, reviewing work and managing professional and performance standards
• Pay attention to self-development and continuing professional education with a view to progressing within the firm

The Candidate

• CTA qualified, study support can be provided if you are part qualified
• Good understanding of personal income tax, capital gains tax and inheritance tax
• Competent on routine compliance work with a good understanding of process and procedures
• Experience of advising on personal taxes
• Trust advisory experience would be beneficial
• Knowledge of CCH would advantageous
• Excellent communication skills, both written and verbal

For more information on this Private Client Tax Manager position, please contact Jodi King at AJ Chambers.

JOB SPECIFICATION â£" PRIVATE CLIENT TAX MANAGER

Our client is an expanding Top 20 accountancy practice with offices across the UK and internationally. They are now looking for a Private Client Tax Manager to join their team in Kent. 

About the role

In this role you will oversee the private client compliance function and assist with advice being provided for a variety of private clients and directors/owners of our corporate clients.  You will have your own portfolio of clients, of differing levels of complexity. 

Duties:

• Be responsible for all day to day tax compliance affairs of the clients in your portfolio, ensuring professional standards are met.
• Identify and consult with colleagues and the partner on complex technical and risk matters, whilst exercising judgement within agreed parameters.
• Undertake related advisory matters for clients.
• Draft letters, emails and reports and prepare key client reporting documents.
• Ensure WIP is monitored and liaise with the Partner on client billing.
• Support the marketing and development of the firm\'s services and identify selling opportunities within existing client accounts.
• Working with the Partner, identify relevant tax projects and subsequently lead and deliver these.
• Coach and mentor more junior members of the team, reviewing work and managing professional and performance standards.
• Pay attention to self-development and continuing professional education with a view to progressing within the firm.

This is an exciting role with excellent prospects for progression and a highly competitive benefits and remuneration package.  Please contact Jodi King on 0203 817 8137 for more information.

Private Client Tax Manager

An exciting opportunity has arisen for a Private Client Tax Manager to join our well-established team. Your main responsibility will be to plan, assist, coordinate and deliver tax advisory services to existing and new clients.

The successful candidate will be supporting the Private Client Partner in delivering the highest standard of service and managing our Client\'s expectations at all times.

Key responsibilities:

• Manage the delivery of both compliance and advisory assignments to your client portfolio
• Assist the Private Client Tax Partner as necessary in the overall management of the Private Client department
• Build and continue to build sound professional relationships with clients
• Maintain ongoing communication with clients throughout the year
• Respond to client concerns promptly in an effective and professional manner
• Demonstrate a pro-active approach in providing professional services to clients
• Be pro-active in proposing solutions to clients
• Attend client service reviews and works with the team to identify improvements and opportunities
• Contribute to client understanding at meetings, presentations and interviews
• Assist the Partners in preparing the annual budget for the Private Client department and in the monitoring of budgets and WIP on an ongoing basis
• Have an overall responsibility for the management of WIP on your client portfolio
• Be a pro-active member of the division\'s management group, embracing specific tasks to move the division forward
• Have an active involvement in relevant networking events
• Identify and refer opportunities for other departments
• Identify potential business development opportunities
• Formulate the overall marketing strategy for the department

Technical Skills / Knowledge:

• Ideally CTA qualified
• To have a good understanding of relevant Microsoft Office software, eg Outlook, Word, Excel and any other packages relevant to the role
• STEP would be preferred but isn\'t essential

Attributes:

• Displays a positive and motivated outlook
• Excellent communication and organisation skills
• Can instigate change and new ideas
• Performs well under pressure
• Demonstrates the ability to deal with difficult situations
• Seen as confident and self-assured

PURPOSE OF ROLE
To manage a varied personal tax portfolio dealing with all routine personal tax compliance, preparation of tax returns and ad hoc advisory work. The role requires an individual who takes ownership/responsibility of the portfolio under the guidance of a Supervisor/Manager.

JOB CONTENT 
Dealing with correspondence from clients and HMRC, via letters, email and telephone
Completion of personal tax returns, liaising with clients/third parties to collate information, knowledge of CCH software useful
Data preparation and data entry, preparation of simple income/expenditure/letting accounts
Excellent understanding of UK tax compliance cycle and planning for key deadlines/setting targets
Checking tax statements of accounts - advising tax payments and payments on account
Electronic filing of tax returns
Checking tax statements of accounts 
Assisting with P11D delivery
Assisting at client meetings 
Dealing with new client set up procedures, letters of engagement and client ID procedures
Proposing and raising client bills, reviewing debtors
Reporting directly to Senior Manager and Partners

ESSENTIAL
Ideally ATT Qualified 
Understands the personal tax compliance cycle (with around 3 years` experience)
A driven individual who takes ownership/responsibility of their portfolio
Assisting with ad hoc personal tax advisory work
Develop excellent client relationships
Understanding of chargeable time/ billing procedures and chasing debtors

DESIRABLE
Working knowledge of CCH personal tax software
Knowledge of UK residency and domicile rules useful 
P11D preparation but not essential

PERSONAL TAX SENIOR

PURPOSE OF ROLE
To manage a varied personal tax portfolio dealing with all routine personal tax compliance, preparation of tax returns and ad hoc advisory work. The role requires an individual who takes ownership/responsibility of the portfolio under the guidance of a Supervisor/Manager.

JOB CONTENT 
Dealing with correspondence from clients and HMRC, via letters, email and telephone
Completion of personal tax returns, liaising with clients/third parties to collate information,
Data preparation and data entry, preparation of simple income/expenditure/letting accounts
Excellent understanding of UK tax compliance cycle and planning for key deadlines/setting targets
Checking tax statements of accounts - advising tax payments and payments on account
Electronic filing of tax returns
Checking tax statements of accounts 
Assisting with P11D delivery
Assisting at client meetings 
Dealing with new client set up procedures, letters of engagement and client ID procedures

ESSENTIAL
Understands the personal tax compliance cycle (with around 3 years` experience)
Assisting with ad hoc personal tax advisory work
Practical experience in Share schemes, residency/remittance/split year, capital gains tax, trust & estates, EIS/SEIS, pension charges

DESIRABLE
Working knowledge of CCH personal tax software
Knowledge of HNWI and UK residency and domicile rules useful 
P11D preparation but not essential