Private Client Tax Manager
Private Client Tax Manager
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Job Description
Purpose of Role
As a Manager you will be part of the delivery team to ensure that the annual tax compliance work is completed and to identify planning opportunities and work in a team delivering for a wide ranging portfolio of clients.
Responsibilities:
Client compliance work
- Delivering high quality service to clients
- Responsible for a portfolio of clients which may including sole traders partners HNWIs nonUK domiciliaries non UK residents partnerships and trusts
- Ensuring administration of the portfolio is completed including all aspects of compliance accounts tax returns and tax computations
- Ensuring all beneficial elections and claims are made
Tax advisory work
- Identifying possible planning possibilities
- Preparing and reviewing reports for clients
- Attendance at client meetings
- Answering client adhoc questions and enquiries in respect of their personal tax affairs
Yearly routine checks and compliance
- Ensuring Evelyn Partners procedures on annual tax cycle are complied with
- Collating and maintaining client information
- Client billing and time analysis
Training and development
- Attend internal training sessions
Assisting Colleagues
- Provide support to your colleagues on chargeable and nonchargeable work when required
Practice Development
- Involved in business development activities/profile raising locally
- Able to take advantage of marketing/PR opportunities
Qualifications :
Key Competencies:
- Planning and Organising Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure.
- Written and Oral communication
- Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
- Must have good interpersonal skills to be able to liaise with clients and other staff members.
- Customer Focus Meeting deadlines and responding to client needs.
- Team work Provide link in chain to supervise staff members below and support Directors above.
- Maintain Technical Expertise
Education and Qualifications:
- ACA/ CTA or equivalent qualification.
Experience and Skills:
- Experience gained within a professional services firm.
- Good knowledge of personal tax compliance and exposure to planning/advisory work.
Additional Information :
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues regardless of identity background or circumstance feel respected as individuals and feel that they can achieve their full potential and work in a safe supportive and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
