Private Client Tax Manager

Key aspects of the role include :

• Act as account manager for a portfolio of clients within the Private Client Team.


• Take responsibility for the review process of all work regarding the client's affairs.


• Liaise with the senior team members in connection with the management of your client portfolio to include the monitoring of billing targets.


• Provide advisory services to clients, as well as support on their compliance matters.


• Support the development of more junior team members and assist as necessary with monitoring of work and progress being made and help to resolve any problems and difficulties being encountered.


Provide timely feedback on work matters and reviews.

• Be competent in all levels of personal tax (as far as is reasonably possible in today's environment), and also be aware of available planning opportunities for the Firm's clients, recognising opportunities for collaboration where other teams in the Firm need to be involved with a client's affairs to provide a holistic view and service.


• Develop new client relationships from your relationship with existing clients, from business contacts and other appropriate sources.


• Assist in the teams initiatives in business development opportunities as required.
  
  ATT / CTA qualified, or ACA qualified, or equivalent


• Experience of reviewing, preparing and filing UK client returns


• Full knowledge of tax matters relating to private clients


• Have the ability to review other people's work and assess more junior team members.


• Excellent networking skills.


• Enjoy supporting and developing more junior team members.


• Have the ability to build great rapport and relationships with colleagues, team members and clients.


• Are committed to expanding your personal tax knowledge and experience.


This is a fantastic opportunity to build your career within this growing specialist team with a unique opportunity for progression.

You will be keen to learn and looking to acquire technical knowledge from your team members. The team are committed to your development and will provide full support and training to ensure you can thrive.