We have an exciting opportunity for a Private Client Tax Manager or Assistant Manager to join our clients growing tax team in Woking.
Reporting directly to the Tax Partner, you will support and motivate an expanding team and provide a tax advisory service to a portfolio of high net worth clients.
Duties & Responsibilities:
To ensure that the clients' tax affairs comply with statutory requirements, and to manage work efficiently
To manage the assignment in accordance with the firm's standard procedures and confirm arrangements with the client, including likely costs and billing arrangements
To ensure tax quality at all times by adhering to the firms quality standards
To identify and advise on tax planning opportunities and to undertake specialist technical assignments as required
To brief junior staff on the client's business and the pre-assignment instructions, to supervise and control the completion of work, and to undertake 'on the job' training and appraisals where necessary
To ensure that the job is completed within budget, and to discuss all materials points arising with the assignment partner in the first instance and client immediately, particularly in relation to any anticipated overruns
To perform the firm's review and completion procedures, to attend meetings with the client, and to ensure that the client subsequently receives completed work on time.
To ensure the work meets targeted recovery, and to bill clients on a timely basis.
To maintain an advanced level of technical knowledge through appropriate reading and courses, and to fulfil professional bodies' CPD requirements
To research and prepare proposals for new work, and to take part in formal presentations to prospective clients