Private Client Tax Senior Manager

Role Overview

This role will provide Tax compliance and advisory services to a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. You will also provide assistance to Director/Partners in both client work and in the management of the group and on occasions the practice. Will be involved in special assignments on an ad hoc basis. A key part of the role requires the individual to actively seek, and keep the Director/Partner informed about, any new business opportunities arising on existing and new clients.

Responsibilities

• To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients.
• There will be an expectation that you will take full responsibility for project delivery on their portfolio.
• Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice.
• Manage a portfolio of clients including control of billings and cash collection within the firm’s criteria.
• Review of work prepared by more junior members of staff.
• Liaise with HMRC.
• To ensure assignments are completed within agreed budgets and keep client/Director/Partner informed of overruns and plan staff assignments in order to give an appropriate spread of experience.
• Ensure that the firm’s quality control procedures are adhered to including second partner review.
• Identify risk and technical matters, as well as selling opportunities, to the Director/Partner, whilst exercising judgement within agreed parameters.

Requirements

• Educated to degree level, and/or CTA and/or ACA qualified or equivalent.
• Demonstrable post qualified experience.
• Strong technical ability in the field of private client.
• Guide and supervise less experienced colleagues.
• Support, train, mentor and advise others in own area.
• Challenge current practice – driving improvements and championing change.
• Take personal responsibility for own decisions and actions and those of others.
• Lead projects of limited scale or complexity.

Rewards & Benefits

• Health and Wellness Programmes: We promote a positive working environment where our people can thrive.
• Pension Plan: A Group Personal Pension Plan, with matched employer contributions.
• Private Medical: Access to private medical treatment for you and your family.
• Income Protection Plan: Provides a proportion of your basic salary if you suffer a loss of earnings because of illness or injury.
• Holidays: Our holiday benefit enables you to purchase up to 10 days of additional leave.
• Bike to work scheme: A convenient, environmentally friendly and tax-effective way to acquire a bike for travelling to and from work.

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