Private Client Tax Manager – Mayfair

Role Overview

  • We are an award winning, top 30 accountancy and business advisory firm serving private clients and regional, national and international businesses. We have offices across London (City of London and Mayfair) and East Anglia.
  • We are seeking a UK tax expert to work closely with an experienced team in providing UK tax advisory services from our Mayfair office. The experienced candidate should be able to act as a manager of a full portfolio of general practice clients and the compliance cycle as well as a specialist in providing advisory work for international clients. This will include taking full responsibility for client requirements and needs little partner involvement beyond final review, including WIP control

 

Principle Responsibilities:

  • Act as a manager on a full portfolio of general practice clients, with some specialism for multi-jurisdictional clients.
  • Be a source of technical resource for the wider tax team and ad-hoc client queries not within own portfolio.
  • Display commercialism in approach to servicing clients and maturity in judgement.
  • Display the ability to influence senior managers and partners and be a positive influence on the team
  • Take full responsibility for the effective production of work within the team including the compliance cycle, coaching, mentoring, ensuring on the job training standards are upheld, take involved in  team meetings and team appraisals.
  • Effective control of own portfolio job and client costs.
  • Effective delegation to, plus development and mentoring of personal tax team.
  • Raise high quality business correspondence including technically demanding reports, business plans etc demonstrating value for money service for clients.
  • Undertake and supervise tax advisory work to a high technical degree
  • Full responsibility for portfolio WIP, billing procedures and debtor control with liaison with appropriate partners
  • Seek fee development opportunities for compliance/added value/specialist work with existing and new clients.
  • Focus on effective work for good clients and query additional work for non-commercial clients with relevant partner.
  • Engage with a wide range of private and business clients, with diverse and occasionally complex financial needs
  • Welcome opportunities to meet with referral sources for fee development purposes
  • Act as the main point of contact for compliance and general queries from clients within own portfolio.
  • Seek planning opportunities and additional offerings for clients
  • Maintain effective working relationships with clients including pro- active contact
  • Meet with clients & deal with their advisors, frequently at a high level

 

Person Specification:

Work based competencies 

  • Ideally 5+ years post-qualified experience within a practice environment
  • CTA qualified
  • A broad ranging personal tax background
  • Recent experience of working within a specialist private client area
  • Effective provision of tax compliance within portfolio and tax planning advice for clients.
  • A thorough understanding of UK taxes (including IHT) that apply to private clients both resident and
  • non-resident
  • Good grasp of international tax matters and non-domiciled individuals

 Behavioural Competencies

  • Confident, articulate and able to communicate with all levels (externally and internally)
  • Technically strong, with pro-active use of legislation, compliance standards
  • Strong staff management skills
  • Well organised with the ability to plan effectively
  • Strong commercial acumen
  • Motivated and decisive with sound judgement
  • Able to influence decision making
  • A problem solver and creative thinker

 

Benefits Package:

  • Smart Working (see website for further details)
  • Competitive Salary and Benefits Package
  • 25 days Holiday (ability to purchase up to 5 extra days annually under our flexible benefits scheme)
  • All employee share scheme
  • Private medical insurance
  • Company car via salary sacrifice
  • 4x Salary Life Assurance
  • Contributory Pension Scheme
  • Retail Discounts as part of UK 200 Group

 

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