Private Client Tax Manager/Assistant Manager

Johnston Carmichael Ltd
Aberdeen, UK
19 Oct 2019
29 Oct 2019
Contract Type
Full Time
Private Client Tax Manager/Assistant Manager
The role requires responsibility for a portfolio of private clients. Working closely with Partners and Client Relationship Managers to shape and deliver the objectives of the Private Client Team. Management of the department's compliance function and ensuring adherence to internal policy and procedures.

The successful candidate will be responsible for and will have experience of

(including but not limited to):
  • Involvement in the provision of high level technical and tax planning advice to clients, working as necessary with other members of the Tax Team, Partners and Client Relationship Managers.
  • Maintaining an up to date technical knowledge of business tax, personal tax and capital taxes
  • Supervision and management of the personal tax return process
  • Involvement in written negotiations on HMRC enquiries
  • Oral and written communication with HMRC ensuring compliance with the relevant statutory requirements
  • Meeting deadlines within the allocated budget
  • Billing and WIP management
  • Monitoring the tax compliance position using tax administration software, keeping internal control records up to date and ensuring compliance with quality control procedures
  • Mentoring and training Tax Seniors and Assistants
  • Delegating work to Tax Seniors and Assistants
  • Giving regular constructive feedback to those completing work for you
  • Liaising with the client service team and with colleagues in other disciplines to provide a co-ordinated service to clients
  • Involvement on tax advisory and planning work on clients and other ad-hoc projects as they arise
  • Managing a diverse portfolio of personal tax clients, ensuring a high-quality tax compliance service
  • Supporting the firm's business development in the local area
  • Ensuring compliance with internal (tax methodology and risk management) and external (regulatory) requirements.

The successful candidate will have the ability to complete tasks on an accurate and timely basis, prioritise conflicting deadlines and work proactively, as well as, communicate effectively at all levels, internally and externally.

The successful candidate will also have a good working knowledge of UK tax legislation, project and time management skills where they are used to working to tight deadlines and budgets, and the ability and interest in understanding the client's business. They will be confident in client-facing situations and be IT literate with a good working knowledge of Excel and Word.

The successful candidate will have personal tax experience with working knowledge of other taxes and practical experience of using software systems in the preparation of personal and company tax returns. They will have qualified in CTA, CA, ATT, or an equivalent qualification, with evidence of Continuing Professional Development.

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