Personal Tax Senior Manager ACA CTA STEP
Your new company
My client is a leading Top 10 Firm with a fantastic reputation across the professional sector. Their service to clients is award-winning by an excellent team with deep knowledge providing both compliance and advisory services. Their approach is very proactive, building relationships with their clients, ensuring that they are delivering to their needs accordingly. They are looking for a qualified tax professional to join their unique team, dealing with a portfolio of UHNWI, business owners, directors of PE backed businesses and asset managers. The culture of the firm is very collaborative, with an open-door policy, communal work spaces and are a sociable team.
Your new role
Deliver excellent client service by maintaining client relationshipsManage a portfolio of personal clients with complex tax affairs, focusing on non-UK domiciled individuals, HNWIs, and some trustsDay to day responsibility for meeting both client and compliance deadlines, monitoring time limits and electionsLiaise proactively with clients on advisory mattersAssisting Partners in, and where appropriate, lead tax planning projects such as non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issuesManage HMRC enquiries and LDF related matters and dealing with HMRC correspondence of both compliance and advisory natureResponsible for billing and monitoring budgetsReview compliance and basic advisory work prepared by more junior members of staffAssist with managing junior members of staff including helping them with technical and personal developmentEngage in personal business development activities and support business development activities of the teamWhat you'll need to succeed You will be a qualified tax professional, ACA, CTA, STEP or equivalent. Experience within professional services such as accountancy or legal firms is a must. Excellent communication skills, with the ability to grow relationships, ask questions of clients, provide alternative solutions and scenarios to clients to cover all bases and have a proactive approach to advisory work.
What you'll get in return You will receive a salary depending on experience up to £85,000. Hybrid and flexible working options available with 2 days working from home. My client works in an excellent office, equipped with a pool table, table tennis, communal eating facilities, excellent grounds to the office for lunchtime walks through gardens and a 10 minute walk to the centre of town.
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career. #
