Private Client Tax Senior Manager
Location
London
Salary
£80,000 to £100,000
Type
Permanent
Private Client Tax Senior Manager - London
up to £100,000
Very flexible/hybrid working
About the role
This leading, ambitious mid-tier accountancy firm are looking to hire a Private Client Senior Manager to join their exciting and growing department. You will be required to drive the delivery of personal tax advisory work, including writing reports and leading discussions with prospective and existing clients. You will also be required to oversee a team of junior staff who are responsible for day-to-day delivery of private client services across a diverse portfolio of individual clients.
This is a key role within the office, where you will be client facing and required to deal credibly and professionally with high net-worth clients and other professional advisors. As such, excellent technical skills are crucial; equally crucial will be your ability to impart complex tax technical information to non-experts.
We are looking for someone to actively manage the delivery of the private client offering for the team, including making suggestions for improving internal processes and efficiencies. This will include mentoring the team to develop their soft skills and providing technical training periodically.
This leading, ambitious mid-tier accountancy firm are looking to hire a Private Client Senior Manager to join their exciting and growing department. You will be required to drive the delivery of personal tax advisory work, including writing reports and leading discussions with prospective and existing clients. You will also be required to oversee a team of junior staff who are responsible for day-to-day delivery of private client services across a diverse portfolio of individual clients.
This is a key role within the office, where you will be client facing and required to deal credibly and professionally with high net-worth clients and other professional advisors. As such, excellent technical skills are crucial; equally crucial will be your ability to impart complex tax technical information to non-experts.
We are looking for someone to actively manage the delivery of the private client offering for the team, including making suggestions for improving internal processes and efficiencies. This will include mentoring the team to develop their soft skills and providing technical training periodically.
Key responsibilities:
*Provide support to partners and directors in the effective running of the team and in winning new work
*Managing a portfolio, consisting of a mix of clients with multiple sources of earned and investment income.
*Driving the delivery of technical advisory work on the portfolio.
*Dealing with one off advisory and compliance assignments.
*A key point of contact for the client.
*Dealing with partnerships and high net worth individuals.
*Dealing with a wide range of capital gains tax issues.
*Overseeing the UK tax return filling process for a broad variety of clients.
*Monitoring team progress against targets.
*Providing feedback and giving input into staff appraisals, as well as direct responsibility for appraising staff.
*Monitor progress and encourage the personal development of all team members.
*Ability to produce written work to a high standard.
*Make suggestions and implement changes in order toimprove efficiency within the team.
*Provide support to partners and directors in the effective running of the team and in winning new work
*Managing a portfolio, consisting of a mix of clients with multiple sources of earned and investment income.
*Driving the delivery of technical advisory work on the portfolio.
*Dealing with one off advisory and compliance assignments.
*A key point of contact for the client.
*Dealing with partnerships and high net worth individuals.
*Dealing with a wide range of capital gains tax issues.
*Overseeing the UK tax return filling process for a broad variety of clients.
*Monitoring team progress against targets.
*Providing feedback and giving input into staff appraisals, as well as direct responsibility for appraising staff.
*Monitor progress and encourage the personal development of all team members.
*Ability to produce written work to a high standard.
*Make suggestions and implement changes in order toimprove efficiency within the team.
Skills & expertise:
The candidate should have experience in advising on a wide range of tax issues which should ideally include the following areas:
Technical expertise:
*CTA Qualified, or other professional qualification with demonstrable relevant experience.
*Advanced understanding of core private client tax issues, including personal tax anti-avoidance legislation.
*Confidently interacts with HMRC regarding complex issues on behalf of clients.
*Delivers advice confidently in transactional, litigious, or confrontational circumstances.
*Reporting on tax and other implications of incorporation of self-employment and businesses.
*Experience in Self-Assessment and preparation of tax computations.
*Demonstrable experience of report writing and ad hoc advisory work.
*Previous supervisory and management experience including reviewing the work of others.
*Planning for mitigation of Inheritance Tax including use of trusts and tax effect of lifetime transfers.
*Dealing with enquiries into all aspects of direct taxation including experience of settlement and penalty negotiation.
*UK Trusts and Estates and experience of UK trust account preparation and review is desirable.
The candidate should have experience in advising on a wide range of tax issues which should ideally include the following areas:
Technical expertise:
*CTA Qualified, or other professional qualification with demonstrable relevant experience.
*Advanced understanding of core private client tax issues, including personal tax anti-avoidance legislation.
*Confidently interacts with HMRC regarding complex issues on behalf of clients.
*Delivers advice confidently in transactional, litigious, or confrontational circumstances.
*Reporting on tax and other implications of incorporation of self-employment and businesses.
*Experience in Self-Assessment and preparation of tax computations.
*Demonstrable experience of report writing and ad hoc advisory work.
*Previous supervisory and management experience including reviewing the work of others.
*Planning for mitigation of Inheritance Tax including use of trusts and tax effect of lifetime transfers.
*Dealing with enquiries into all aspects of direct taxation including experience of settlement and penalty negotiation.
*UK Trusts and Estates and experience of UK trust account preparation and review is desirable.
Client experience:
*Private clients and proprietors of owner managed businesses (self-employed, partnerships and small companies)
*Non-UK domiciled and non-resident clients, ideally including non-UK resident trusts.
*UK and non-UK based high net worth individuals.
*Property owning clients using corporate vehicles and trusts.
*Private clients and proprietors of owner managed businesses (self-employed, partnerships and small companies)
*Non-UK domiciled and non-resident clients, ideally including non-UK resident trusts.
*UK and non-UK based high net worth individuals.
*Property owning clients using corporate vehicles and trusts.
Enterprise:
*Understands clients' attitudes to risk and ensures advice is communicated clearly, correctly and consistently.
*Recognisesthat tax advice is more than just technical analysis.
*Understands clients' attitudes to risk and ensures advice is communicated clearly, correctly and consistently.
*Recognisesthat tax advice is more than just technical analysis.
Business Building:
*Leads discussions with prospective and existing clients, pitches, proposals and presentations on tax issues.
*Can evidence regular referral of non-tax work to other parts of the business.
*Maintains own target list and can evidence targeting actions, plans and results.
*Proactively approaches clients and contacts with ideas and possible opportunities.
*Shows commercial judgement in improving the firm's efficiency and profitability.
*Leads discussions with prospective and existing clients, pitches, proposals and presentations on tax issues.
*Can evidence regular referral of non-tax work to other parts of the business.
*Maintains own target list and can evidence targeting actions, plans and results.
*Proactively approaches clients and contacts with ideas and possible opportunities.
*Shows commercial judgement in improving the firm's efficiency and profitability.
Delivery:
*Takes responsibility for WIP management and billing.
*Meets all internal and client deadlines.
*Determines and explains roles, sets out expectations and responsibilities, empowers and motivates team members to deliver.
*Takes responsibility for WIP management and billing.
*Meets all internal and client deadlines.
*Determines and explains roles, sets out expectations and responsibilities, empowers and motivates team members to deliver.
Interpersonal Skills:
*Motivates and enthuses the team to follow the Firm's policies and procedures.
*Has trust and respect of junior staff. Offers support when needed.
*Excellent communication skills, both written, verbal and presentation.
*Ability to 'see the bigger picture' and acts in the interests of the Firm and the team.
*Motivates and enthuses the team to follow the Firm's policies and procedures.
*Has trust and respect of junior staff. Offers support when needed.
*Excellent communication skills, both written, verbal and presentation.
*Ability to 'see the bigger picture' and acts in the interests of the Firm and the team.
To discuss this further please contact Maisie on 07855746366 or email maisie.horrell@pro-tax.co.uk
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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.
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