Private Client Tax Senior Manager / Associate Director

Marshall Moore
16 May 2018
27 May 2018
Contract Type
Full Time

A leading national firm of chartered accountants has an opening for an ambitious individual to join their Private Client Tax Department in the Manchester office. This is a unique opportunity to join a firm that is committed to progressing talented individuals.

As Private Client Tax Senior Manager / Associate Director, you will be responsible for leading the delivery of tax advisory projects for a substantial private client portfolio on behalf of the Directors and Partners. The role involves managing all aspects of client delivery including reviewing the technical content of the advice, ensuring excellent client service and timely communications with the client, and monitoring the commercial and financial aspects of the engagements. In addition to this, as Private Client Tax Senior Manager, you will be responsible for managing your own portfolio of clients along with overseeing compliance work.

You will possess excellent technical ability, along with a commercial mind and the ability to build a rapport with clients and intermediaries. This is an excellent opportunity to join a highly prestigious firm that encourages individuality and innovative thinking.

The Private Client Tax Associate Senior Manager / Associate Director will be responsible for:

·To lead complex UK and international private client wealth structuring projects and ongoing client engagements

·To ensure that the clients’ tax affairs comply with statutory requirements, and to manage work efficiently

·To manage the assignments 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

Essential requirements for the Private Client Tax Associate role:

·CTA qualified or equivalent

·Graduate with a minimum 2:1 degree preferred

·Proven experience in client handling, including managing the implementation of complex advisory projects on “core” private client issues (for example, inheritance tax, capital gains tax planning, offshore trusts, etc.)

·Extensive experience of advising non-domiciled individuals together with an excellent understanding of current developments and how this impacts the wider picture

·Experience of using Digita software system is advantageous

·Good standard of education, particularly in Maths and English with good verbal and written communication skills

This is a fantastic opportunity to join a highly regarded and thriving firm that can offer excellent career prospects!

If you have all of the above requirements for the Private Client Tax Associate position, then please apply now using the link below.

The above vacancyis only one of many thatwe are handling. Marshall Moore Practice division specialises in recruiting all types of practice vacancies for both temporary and permanent assignments including:

·Audit Senior/Accounts Senior/Tax Senior and Semi-Senior

·Audit Manager

·Corporate Finance Specialist

·Transactional Service Analyst

·Partner and Practice Manager

Marshall Moore is a leading specialist recruitment consultancy. If you would like a confidential discussion about your requirements, please don’t hesitate to call Marshall Moore at our Liverpool office. Alternatively submit your CV for immediate consideration and you will be contacted by one of our specialist consultants.g:

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