Private Client Tax Manager

Overall job purpose

To manage and control a substantial portfolio of predominantly UK based High Net Worth clients (and, in many cases, their related company structures) in the office, ensuring both excellent client service and making a significant contribution towards the overall future development and success of the office and firm. Be involved in business development initiatives and networking events as required.

The role is focused on assisting Directors and Partners in the team to deliver tax advisory projects to clients, managing all aspects of this process including the technical content of the advice, timely communications with the client, keeping the Director/Partner updated and monitoring the commercial and financial aspects of the engagement.

A good understanding of the following aspects is needed; entrepreneurial type clients, issues facing owner managed businesses, shareholder transactions key UK business/corporate tax issues and the interaction between personal and corporate taxes in order to be able to assess the "overall picture". Typical tax advisory projects for this role include; equity/debt investments in private companies, private company reorganisations/demergers, management buy-outs, venture capital/private equity transactions, corporate transactions, tax-efficient shareholder/employee equity incentive arrangements, personal investment companies.

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 material points arising with the assignment Director/Partner in the first instance and client immediately, particularly in relation to any anticipated overruns.
• To liaise with the client throughout the year and to practice the principles of excellent client service at all times.
• To ensure that appropriate liaison takes place with all other departments, and that all potential client needs are identified and serviced accordingly.
• To develop a detailed knowledge of the firm's specialist services and to undertake special work in response to client needs where appropriate.
• 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.
• To take an active involvement in all seminars, and to effectively follow up contact made.
• Attend staff meetings and training as required.
• Maintain an awareness and observation of Health and Safety issues within the Firm, and report any concerns to the Health and Safety Representative.
• Carry out any other duties as are within the scope, spirit and purpose of the job, the title of the role and its grading, as requested by the line manager, Head of Department or any Director/Partner. Personal and professional qualities

The role requires:

• Good standard of education, particularly in Maths and English.
• CTA/ATII qualified or equivalent would be preferred.
• High competency in Microsoft Excel, Word and Powerpoint.
• Previous experience operating at Manager level in a similar role is required.
• Proven experience in client handling.
• Ability to manage complex advisory projects, particularly in the areas stated further above.
• Proven tax experience in producing high quality work within budget.
• Business development experience and interest in this area of work.