Private Client Tax Manager

AJ Chambers
Ely, UK
29 Aug 2019
21 Sep 2019
Contract Type
Full Time
I am currently working alongside a very well-established firm of accountants, who are actively seeking a Private Client Tax Manager.

The candidate will be responsible for assisting the Tax Partner in the provision of high-quality compliance services for a range of private clients.

The Role:
  • Preparation of draft self-assessment tax returns including capital gains computations and preparation of schedules of income from property.
  • Review the progress of tax return preparation and payment of tax through the tax cycle.
  • Production of P11D's, monitoring progress and ensuring timely completion.
  • Responsible for the management of own portfolio of clients.
  • Manage and develop client relationships, including regular client contact by telephone, meetings and electronically.
  • Identify opportunities for additional services.
  • Awareness of business development including representing the firm at networking events.
  • Liaise directly with business owners and accounts staff.
  • Build and maintain strong relationships with clients and billing clients on tax department list.
  • Liaise with and support work colleagues as required.
  • Identify and meet personal job-related training and development as required.
  • Provide assistance in terms of general and specific support to Partners and superiors.
  • Undertake appropriate training to ensure CPD criteria are met.

The Ideal Candidate:
  • 2-3 years' experience within Private Client Tax.
  • ATT qualified and/or CTA part-qualified/qualified. If you are still studying, our client is offering study support towards your qualification.
  • Experience in staff management would be ideal.
  • Ability to manage your own client portfolio.
  • Maintain an in depth, up to date, knowledge of taxation.

If you feel you are suitable, please apply direct or contact Jess Dodman at AJ Chambers.

Private Client Tax Manager - Ely

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