Private Client Tax Manager

£45000 - £60000 per annum + Pension, Bonus and Benefits
12 Jul 2017
11 Aug 2017
Contract Type
Full Time
Overall Purpose

To manage and control a substantial portfolio of High Net Worth 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. (Be involved in business development initiatives and networking events as required.) A broad understanding of HNWi clients, issues facing private clients, trustees and owner managers would be useful.


* To ensure that the clients' tax affairs comply with statutory requirements, and to manage 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 firms 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 materials 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.
* To develop a detailed knowledge of the firm's specialist services and to undertake special work in response to client needs where appropriate. To perform the firm's review and completion procedures, to attend meetings with the client, and to ensure that the client subsequently receives completed work on time.


* To ensure the work meets targeted recovery, and to bill clients on a timely basis.
* To maintain an advanced level of technical knowledge through appropriate reading and courses, and to fulfil professional bodies' CPD requirements.
* To research and prepare proposals for new work, and to take part in formal presentations to prospective clients.
* To take an active involvement in all seminars, and to effectively follow up contact made.
* Attend staff meetings and training as required. Be able to demonstrate significant department leadership qualities whilst also working as part of a leadership team.
* Maintain an awareness and observation of Health and Safety issues within the Firm, and report any concerns to the Health and Safety Representative.
* Carry out any other duties as are within the scope, spirit and purpose of the job, the title of the role and its grading, as requested by the line manager, Head of Department or any Partner. Personal and professional qualities

The role requires:

* Good standard of education, particularly in Maths and English
* CTA/ATII qualified or equivalent is essential.
* Previous experience operating at Manager level in a similar role is required.
* Proven experience in client handling.
* Ability to manage complex advisory projects on "core" private client issues (for example inheritance tax and capital gains tax planning etc).
* Proven tax experience in producing high quality work within budget.
* A deep understanding of HNWi and owner managers.
* Business development experience and interest in this area of work.
* Personal ambition to progress in your career