Private Client Tax Manager - Chartered Tax Advisers, Bury St Edmunds

If your management career has come to a halt within your current tax team, and you feel your career needs a lift towards Senior management or a Partner level opportunity, then our client can offer this next step as they look to secure a Private Client Tax Manager for a Tax Director opportunity

The Role - Private Client Tax Manager

Our client’s tax team handles issues ranging from straightforward compliance to complicated tax planning. In fact, compliance is only the beginning. Our client’s proactive tax service ensures that all our clients maximise the opportunities available to them.

Main Duties:

• Spot opportunities for relevant advisory work with existing clients
• Generate new leads and win new tax advisory work
• Provide tax advisory services on client portfolios, maximising fee earning opportunities
• Plan, control and review work carried out by team members to ensure work is completed within timeframes and budget
• Respond to tax queries from Partners & Directors
• Billing
• Carry out advisory work, to include inheritance tax planning
• Knowledge of CGT and computations
• Liaise between Partners, tax department and across service lines (where appropriate)
• Attend client meetings and presentations (where appropriate)
• Correspondence with clients and HMRC
• Assist in completing appraisals for all allocated members of staff ensuring that these are completed February and August to enable staff to be developed and in turn enhance their effectiveness
• Allocate and review jobs / tasks
• Ensure junior team members receive training relevant to their level of ability
• Actively promote regular use of the Tax section on the Intranet
• Actively involve junior staff in advisory work.

The Individual:

• CTA and ACA/ACCA qualified with a minimum 5 years post qualified experience dealing with UK Non Domiciliaries and HNWI’s is essential
• Demonstrable client relationship skills and a desire to be involved in business development activity
• Experience of complex compliance and advisory work

Location: Bury St Edmunds

For further information on the Private Client Tax Manager role, please apply direct or contact Scott Golding from AJ Chambers