Private Client Tax Manager
There is an opportunity for a CTA qualified Manager to provide high level tax support to the Partners and manage a portfolio of clients together with ad-hoc consultancy work.
This is an extremely varied role and as such, requires an individual who is keen to get involved in all areas of their clients' taxation requirements, both compliance and advisory.
My client is a forward thinking and dynamic Top 40 accountancy practice based in fantastic offices in the heart of London's West End.
From a two partner firm at its inception, the practice has developed and grown to be one of the top firms in the UK with 19 partners and over 130 professional and administrative staff.
Organic growth and strategic acquisitions have brought the firm to the size it is today, but the core of our success is our underlying passion and commitment to build strong client relationships and bring innovative and creative solutions to problems.
This opportunity will appeal to an ambitious tax professional looking for a diverse and interesting portfolio with plenty of client contact, and with the potential to progress. This could also be of interest to an Assistant Manager looking to take the step up to Manager.
Taking responsibility for the management of a portfolio of approximately 130 predominantly HNWI and OMB clients.
Building strong and successful relationships and providing expert, timely and comprehensive advice face to face and via phone and email.
Working successfully with other Managers, more senior staff and Partners across the firm to ensure that all deadlines and client expectations are met, highlighting any delivery issues and suggesting approach to rectify.
Regularly updating the Partners to discuss client issues or concerns and managing their input as appropriate.
Providing proactive and innovative solutions to clients.
Attending new business meetings and assisting with new client proposals.
Delegating and training junior staff to assist in client work.
Supervising, overseeing and reviewing work undertaken by junior staff.
Managing WIP, billing and recoverability for the portfolio.
General administration as per the requirements of the portfolio.
Experience and Knowledge
Technical all-rounder with a desire to increase and expand knowledge and experience.
Experience of managing projects to deliver a quality product on time and within budget.
Experienced in reviewing the work of others, providing feedback and support as necessary.
Experience with areas of employment taxation such as P11ds and share schemes would be useful.
Strong technical knowledge and commercial awareness.
Impeccable communication skills - both written and verbal - with the ability to provide a professional yet personal service and communicate technical information to clients in a simple, clear and effective manner.
Appreciate the bigger picture of the client's affairs, including the ability to show initiative and find solutions to problems.
Confident, ambitious and with the ability to cope in a fast-paced environment, delivering work to agreed timescales.
Excellent workload management and interpersonal skills.
Self-starter with the ability to work outside defined parameters.
Excellent work ethic and desire to provide a superior client service.
They offer a wide range of benefits which you will be entitled to after successful completion of your probationary period. These include, but are not limited to, fantastic private medical insurance cover, cashback scheme for medical expenses such as dentist visits and eye tests and group life insurance.
They endeavour to support our staff physically, but mentally too from day one. They are partnered with a mental health support app which provides anonymous self-assessments and tailored content specifically for you, together with live mental wellbeing webinars throughout the year exclusively for employees. In addition, their weekly 'wellbeing hour' allowance and private yoga class allow you to take some extra time out to focus on you.
Other benefits include, but are not limited to, early finishes on a Friday (subject to manager approval and time made up) and extra annual leave over the Christmas period. Season ticket loans and Cycle to Work scheme are on offer to help with your commute. We also offer company discount at a growing list of local establishments including restaurants and hair salons.