Private Client Tax Manager - London

Are you ready to take your Private Client Tax career to the next level in 2024? If you're a dedicated and client-centric professional with a strong background in advisory services, this Manager-level role would very much appeal.

About Us:

This Top 10 firm are committed to delivering exceptional service to their broad spectrum of private clients. Their mission is to provide tailored solutions that meet their clients unique needs as well as exceeding their expectations. We are now looking for an Assistant Manager to play a key role in our dynamic team.

Main Responsibilities:

• Client-Centric Excellence: Provide a high-quality, client-focused, and proactive service to meet the diverse needs of their private clients which range from Non-Doms, HNWI's, and Property Clients

• Technical Collaboration: Work closely with directors and managers on technical assignments, leveraging your expertise to drive successful outcomes.

• Portfolio Management: Take charge of day-to-day client portfolios, overseeing billing, monitoring work in progress, and ensuring efficient management.

• HMRC Liaison: Act as the primary point of contact for liaising with HMRC on client matters and skillfully handle inquiries from HMRC.

• Proactive Advisory: Proactively engage with clients on advisory matters, offering expert guidance and solutions to address their specific needs.

• Client Acquisition: Collaborate with partners and directors to meet potential clients, establishing and maintaining strong client relationships.

• Review and Compliance: Review personal tax returns prepared by junior team members and handle complex compliance cases with finesse.

Qualifications:

To be considered for this opportunity, you must be CTA and/or STEP Qualified.

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.