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We are seeking an experienced and proactive Tax Advisory Manager / Senior Manager to join our award winning and growing private client team. We have an energetic and dynamic team that delivers exciting projects across a broad range of subjects including: succession planning and IHT, trusts, transactions, international, and rural matters. This role offers an exciting opportunity to work closely with a diverse portfolio of private clients, providing bespoke tax planning and advisory solutions, while also overseeing compliance processes. You’ll play a key role in delivering high-quality, forward-thinking tax advice, as well as supporting the development and mentoring of team members.
Job Responsibility:
Delivering tailored personal tax advice to clients, supporting them with complex issues such as residence and domicile, inheritance tax, capital gains tax, succession planning, trusts, transactions, asset acquisitions, disposals and wealth structuring
Managing client relationships, acting as a trusted adviser and identifying planning opportunities
Delivering on advisory projects for clients & leading implementation of tax planning
Collaborating with colleagues across the firm to provide integrated solutions to clients, including cross-disciplinary projects
Mentoring and supervising others whilst delegating work effectively and providing regular feedback
Overseeing the preparation and review of personal tax returns to ensure compliance and identify advisory opportunities
Leading written and oral correspondence with HMRC, including managing enquiries and resolving technical matters
Supporting activities through participation in business development opportunities, proposals, client meetings, and thought leadership
Managing budgets, billing, and WIP efficiently, maintaining profitability across your portfolio
Requirements:
Relevant qualification (CA, ATT, CTA, STEP or equivalent)
Strong technical knowledge of UK tax legislation, with an advisory mindset and advisory experience
Excellent interpersonal and communication skills – confident in dealing with clients and building relationships
Project and time management skills, where they are used to working to tight deadlines and budgets
Experience in advising high-net-worth individuals, business owners, partnerships and/or international clients
Passionate about developing others and contributing to a positive team culture
A leader of your work and your professional learning
Candidates must have the right to work in the UK permanently and without any restrictions