Vacancy for a motivated and progression-minded Tax Manager to join a thriving team in Central London.
Your new company
A thriving Top 40 firm which consistently exceeds its size in Private Client affairs, presenting a great progression road-map and strong in-work benefits to the successful candidate. They will also empower you to approach the role in a different fashion to most firms, making sure you feel the benefits of a Private Client department so well-established that it rivals those of Top 25 firms in both size and scope. The firm employs a strong emphasis on removing the compliance, litigation and general knowledge issues away from the client, enabling a smooth service that is tailor made to the individual, not a one-size-fits-all approach across a portfolio of hundreds.
Your new role
You will take responsibility for a mixed portfolio of personal tax clients, specifically non-doms, HNWIs, sole traders, partnerships and offshore trusts. Furthermore, you will assist partners on the delivery of advisory work, including the preparation of reports on matters such as IHT planning, residence, pre-arrival planning, and offshore trusts. This will involve attending client meetings to ensure all follow up work is carried out according to time and budgetary limitations, and prioritising face-to-face meetings on matters of inheritance tax and capital gains tax, to name a few.
You will need to plan and prioritise work in a focused way, displaying initiative and ingenuity in your approach to the role. Your organisational skills will be employed to bill clients on a quarterly basis and discovering how best to assist them as individuals, while monitoring your own budgets and charge-ability. This is a role built on interpersonal relations, both with your team and your portfolio. As such, you will have the opportunity to attend networking events for business development, and to contribute to in-house publications to increase your profile.
What you'll need to succeed
Your private Client experience must total at least 5 years, with demonstrable examples of dealing with non-doms and offshore trusts, and a working knowledge of the significant changes introduced on 6 April 2017 and 2018 in relation to these areas. Exemplary organisational skills are required to keep your team motivated and workload organised and focused at all times. Furthermore, good computer skills including a sound knowledge of Microsoft Office is required. Naturally, all this will be underpinned by your expansive interpersonal skills and solid commercial awareness. You will, crucially, possess the CTA qualification.
What you'll get in return
You will get the chance to work for a firm which provides in-depth Private Client exposure across a range of vibrant industries, consistently seeking to punch above its weight and compete with the Top 20 firms. Your knowledge will be expanded and solidified by the input of a range of former Top 10 and Big 4 Partners and Directors, while the in-work benefits you receive will include a competitive, 28 day holiday entitlement and flexible working.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.