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Private Client Senior Tax Manager

Shipleys LLP
Closing date
15 Sep 2021

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We are a medium sized firm of Chartered Accountants and Professional Business advisers, with offices in Haymarket, London and Godalming, Surrey.

The Role:

Reporting to the Tax Principals and Private Client Tax Directors, the role will take responsibility for a portfolio of domestic and international HNWIs, their trusts and associate entities as well as assisting with the trust department management. A key element will be to assist Directors and Principals with ad hoc personal tax planning projects, offshore structuring, domicile advice and succession planning.

This role has prospects to become a Tax Director for the right candidate.

  • Prepares tax returns and computations in conjunction with agreed timescales; ensures the efficient and risk managed delivery of compliance.
  • Full responsibility for project delivery.
  • Supporting senior staff on tax planning and other ad hoc projects.
  • Recognise business development opportunities for selling services into clients.
  • Build good rapport with clients, manage and meet client expectations.
  • Demonstrable technical knowledge.
  • Identify risk and technical matters and communicate to senior members of team.
  • Manage work in progress to ensure recoverability targets can be met.
  • Respond quickly to clients, and anticipate client requests/needs, keeping clients informed of progress to all aspects of the service provided, and maintaining regular contact.
  • Takes steps to minimise professional risk, including the appropriate documentation of services provided.
  • Good working knowledge of UK resident and non-domiciled tax and maintain awareness of UK and international taxation developments and legislation.
  • Other ad hoc duties in line with business requirements.
  • Whilst the role is London based, travel to clients and the Godalming office will be required.

The Individual:

The role would suit an experienced private client tax manager looking to move up to senior manager, or an established senior manager looking for a new challenge.
  • Ability to use own initiative and ensure that the clients' needs are fully met.
  • Display a flexible, professional approach and have the confidence and ability to establish credibility with Principals and clients.
  • Ability to manage a small client portfolio, including high net worth individuals.
  • Preferably CTA qualified with recent and relevant experience.
  • Have a general practice background with exposure to a range of clients in size and sector.
  • Strong interpersonal skills, able to establish and maintain professional working relationships.
  • Demonstrate a passion for delivering quality whilst being commercially minded.
  • An organised approach and good record keeping skills.
  • Maintain in depth, up to date, knowledge of taxation.

*No agencies please*
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