Private Client Tax Manager - Fantastic Boutique Business
A Manager is sought within this highly skilled tax team and your role will be mostly advisory focused. Based near Horsham, you will work closely with the wider client facing teams to deliver a high quality tax service to private clients and entrepreneurs at all times whilst building up your own knowledge and expertise in the tax department.You will be responsible for a portfolio of clients covering a mix or personal tax and private client tax work.
An exciting and independent boutique practice who specialise in accountancy, tax, and advisory services. The business is a Sussex based organisation who's core client base is include owner-managed ventures, corporate organisations and numerous private individuals and HNWIs.
A Manager is sought within this highly skilled tax team and your role will mostly be advisory focused. Based near Horsham you will work closely with the Director to deliver a high quality tax service to private clients and entrepreneurs at all times whilst building up your own knowledge and expertise in the tax department.
Typically services include:
Inheritance Tax planning.
Trusts, Estates including offshore trusts.
Residence and domicile issues including those coming to or leaving the UK.
Business Tax advice
You will be responsible for a portfolio of recurring client work, including owner-managed businesses and their shareholders, people with inherited family wealth, trusts and company directors.
Managing a portfolio of clients, including acting as one of the main points of contact for the client and liaising with other advisers.
Maximising advisory opportunities from your portfolio of clients, dealing with ad hoc advisory and planning Issues as they arise with collaboration with more senior or junior members of the team as required for delivery of the project.
Preparing tax advisory letters, memos and reports, and reviewing drafts prepared by more junior members of the team.
Overseeing the annual compliance cycle on your portfolio.
Reviewing tax returns, correspondence and advice drafted by more junior members of the team.
Working with more senior members of the advisory team to develop your advisory capabilities.
Maintaining an up-to-date technical knowledge of personal, trust and business tax matters.
The successful candidate will be professionally qualified with experience gained in the Private Client Tax - to discuss the opportunity in greater detail please send though your CV.
Committed to a career in tax and have relevant experience in general practice, preferably in a mid tier / Top rated practice environment or a legal practice.
Confidence in dealing with Senior leadership and working with clients
Good organisational and interpersonal skills, and provide accurate work in a timely and cost-effective manner
Motivated, committed and flexible, with the ability to meet deadlines; a natural team player, with a positive and enthusiastic attitude.
Candidates must be ATT , CTA and or STEP Diploma
Previous experience of using tax return software is assumed, as is use of Outlook, Word and Excel.
Top rated boutique practice based near Horsham
Very competitive annual salary depending upon experience. £50,000- £60,000
Full benefits package
Potential partnership prospects for the future