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Private Client Tax Senior Manager

Insite Public Practice Recruitment Limited

Job Title: Private Client Tax Senior Manager


Location: City of London - 2 days in office, 3 days from home


Salary: £82,000 - £90,000 + benefits package!


The Role:

This role requires an ambitious, confident individual, with a strong academic background to join my clients Private Client Tax Team. As a Team, they have a very broad range of clients, including a number of HNW and UHNW individuals and family groups. Their tax affairs cover residence and domicile issues, UK and offshore trusts, self-employed, company directors, landlords both resident and non-resident, with UK and overseas properties, partners of LLPs and LLCs. Your typical day-to-day will involve the following:

  • Supporting the partner and directors with business development activities, including attending new client meetings, and contributing to the regular articles that the Team produces for external newsletters
  • The delivery of advisory work on a wide range of tax planning issues, such as Trust & Estate planning, International aspects including pre-arrival and pre-departure planning, pension planning, profit extraction and issues for owner managed businesses.
  • Reviewing clients' Self-Assessment Tax Returns prepared by the staff, and sign-off of letters/computations where permission has been designated by a senior manager, director or partner.
  • Manage WIP and billing for own clients, ensuring commercial recoveries
  • Handling client queries
  • Review of online CGT Returns and advising clients thereon.
  • Responsibility for ensuring procedures are adhered to for clients on your allocation.
  • You will be jointly responsible for managing trainees, mentoring and providing feedback

Person Specification:

  • ACA/CA/CTA or equivalent
  • Able to explain complex issues in a way non-PC experts will understand
  • Up-to-date technical skills and experience, across a broad range of clients and areas of Private Client tax
  • Ability to manage a client portfolio profitably.
  • Excellent written English]
  • Ability to support with tax advisory matters and report writing