Private Client Tax Manager
Private Client Tax Manager
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Remote
40000 - 55000
1 Vacancy
Job Description
Responsibilities would include:
- Working within the Private Client Services team
- Managing own portfolio of clients
- Working on tax compliance relating to the client portfolio including work on annual tax returns and associated tax advice to clients.
- Provide support to others in the team where they need help especially during busier periods
- Preparing technical analysis and involving specialists within the team where appropriate to prepare or review tax advice.
- Work with client administrators to ensure client administration and risk procedures are completed appropriately
- Working with local solicitors to assist them with tax matters on their clients.
- There is an opportunity to work on corporate tax matters and other businessrelated taxes.
- Ability to identify and resolve technical issues or escalate as appropriate
Requirements
The ideal candidate:
- Would be CTA qualified but would consider applicants who are ATT / ACCA / ACA qualified with Tax experience
- Would have experience with trusts and estates but not essential
- Strong communication and teamwork skills
- Excellent organisational skills
- Have the confidence to speak to clients either face to face or on the telephone
- Professional competence
- Be flexible and creative and willing to drive forward new ideas
Benefits
- Mix of home and officebased work
- Opportunity to progress your skills and experience
- CTA study package (if required)
- Paid overtime or take time off in lieu if you work over your contracted hours
- Autoenrolment pension with the opportunity to contribute through salary sacrifice
- Opportunity to purchase additional holiday days
- Death In Service (after a qualifying period)
- Opportunity to join our Cash Plan and Enterprise Health scheme (after the qualifying period)
- Discounts for online and high street shops.
If you are not CTA qualified, you must be AAT or ACA/ACCA qualified and keen to study towards CTA. Experience with corporate taxes is essential and experience in other areas of tax will also beneficial. You may currently be working in an accounts/audit team with a strong interest in tax advisory, or you may already be working within a dedicated tax team. Strong verbal and written communication skills Good IT skills Excellent teamwork and organisational skills, including monitoring timetables and budgets Strong analytical skills and attention to detail A keen interest in learning and developing tax knowledge
Education
If you are not CTA qualified, you must be AAT or ACA/ACCA qualified and keen to study towards CTA. Experience with corporate taxes is essential and experience in other areas of tax will also beneficial. You may currently be working in an accounts/audit team with a strong interest in tax advisory, or you may already be working within a dedicated tax team. Strong verbal and written communication skills Good IT skills Excellent teamwork and organisational skills, including monitoring timetable
Employment Type
Remote
Company Industry
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
