Personal Tax Manager

Personal Tax Manager     

To manage and control a substantial portfolio of clients in the office, ensuring both excellent client service and making a significant contribution towards the overall future development and success of the office and firm by being involved in pro-active tax planning for both existing clients and “advisory only” clients.  In addition; to take an active role in business development opportunities and networking events; and to be actively involved in the development of staff within the department.

To ensure that the clients’ tax affairs comply with statutory requirements, and manage compliance work efficiently.

To manage the assignment in accordance with the firm’s standard procedures and confirm arrangements with the client, including likely costs and billing arrangements.

To ensure tax quality at all times by adhering to the Firm’s quality standards. 

 To identify and advise on tax planning opportunities and to undertake specialist technical assignments as required.

 To brief junior staff on the client’s business and the pre-assignment instructions, to supervise and control the completion of work, and to undertake ‘on the job’ training and appraisals where necessary.

To ensure that the job is completed within budget, and to discuss all material points arising with the assignment partner in the first instance and client immediately, particularly in relation to any anticipated overruns.

 To liaise with the client throughout the year and to practise the principles of excellent client service at all times.

 To ensure that appropriate liaison takes place with all other departments, and that all potential client needs are identified and serviced accordingly.