TAX MANAGER US/ UK HIGH NET WORTH INDIVIDUALS

We act for a top 10 client seeking a tax manager with US / UK experience for HWNI advice

In developing its UK/US Private Client advisory offering our client is seeking a dual handling tax manager to work closely with the partner and director in the team.

You will need a broad and strongly developed set of experiences in the private client arena that encompass US trust, estate planning and entrepreneurial private client alongside UK/US personal tax skills. The role has potential to progress to Senior Manager in a relatively short timescale given the demands for high quality advisory skills in this area.

The role will have an expectation of good client handling skills and a management focus on a portfolio of clients. The role will include a developing portfolio of retained clients and a varied and challenging set of special projects. Whilst advisory led, support and input into tax compliance delivery to clients will be expected to meet and exceed clients expectations and, train and develop our teams.

Responsibilities

Project involvement:

•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

•Manage a portfolio of clients including control of billings and cash collection within the firms criteria

•Review of work prepared by more junior members of staff

•Liaise with HMRC and the IRS

•To ensure assignments are completed within agreed budgets and keep client/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 Partner/Principle/ Senior Manager, whilst exercising judgement within agreed parameters.
•Identify risk and technical matters, as well as selling opportunities, to the Partner/Principal/Senior Manager, whilst exercising judgement within agreed parameters.

Management:

•Must provide overall support to Partners on client matters and assist Partners in the management of the group, this will include support at times for the recruitment and management of staff

•Will work as part of management team with other Tax managers within the business group, and provide support to the rest of the Tax team

•Actively participate in the management of the group through Partner/Manager meetings and by attendance at social functions

•Training must be provided to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback

•Counsel, appraise, develop and motivate staff as appropriate

Sales and Marketing:

•Must be able to recognise business development opportunities and inform and work with the Partner/Director and the client to develop these when they arise

•Participate in bids/proposals for new work