Private Client Senior Tax Manager

Marks Sattin
England, London, City of London
07 Sep 2021
05 Oct 2021
Josh Rufus
Job Title
Experience Levels
Qualified Accountant
Contract Type
Full Time

An opportunity has arisen for a Senior Tax Manager to join a boutique practice in London to provide high level support to Partners on their portfolios. The successful candidate can expect to work on an interesting array of complex high networth individuals and owner managed businesses.

This is an extremely varied role and as such, requires an individual who is prepared to assist in all areas of the portfolio's requirements. With a solid tax bias, this role will also include overseeing tax and accounting work as well as providing ad hoc consultancy/project work.

This opportunity will ideally appeal to an ambitious CTA tax professional (with a solid understanding of accounting) who is looking to become a key person in some of the firms most important client relationships.

Responsibilities include:

  • Assuming day to day responsibility for the management of specific clients, building strong and successful client relationships; providing expert, timely and comprehensive advice both face to face, via phone and email.
  • Working successfully with other Managers and Partners across the firm to ensure that all client's statutory deadlines and requirements are met.
  • Meeting and updating the Partners on a regular basis - highlighting areas of success or concern as appropriate.
  • Overseeing the scheduling and workflows on each of the jobs - ensuring all deadlines and targets are met.
  • Responsible for monthly billing, managing WIP, billing targets and recoverability.
  • Assisting the Partners with managing and delivering the long term strategy for the client and the resulting project work that arises.

You will be:

  • CTA qualified or equivalent
  • Good communication skills
  • Excellent work ethic and desire to provide a superior client service.
  • Desire to appreciate the bigger picture of the client's affairs, including the ability to show initiative and find solutions to problems.
  • Self-starter with the ability to work outside of defined parameters.
  • Experience in reviewing the work of others - providing feedback and support where necessary.
  • Experience of working to budgets and managing projects accordingly.

If this position interests you, please apply today

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Are you CTA qualified or equivalent?

Are you working as a manager or assistant manager?

Are you used to working to budgets?

Are you used to dealing with partners?

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