Manager, Private Client Tax
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About the Role
Opportunity in a National Practice.
This firm is seeking a qualified Private Client Tax Manager with a focus on compliance and trust matters to join their Private Client Tax team. The successful candidate will collaborate with an experienced team across multiple locations, handling both advisory and compliance responsibilities.
The role requires a deep understanding of tax compliance for individuals, partnerships, and, ideally, trusts or international tax matters. This is a senior-level position with a primary emphasis on complex review tasks. The candidate must demonstrate the ability to work autonomously and as part of a team in a dynamic environment, delivering personal tax compliance services and providing occasional advisory support to a diverse client portfolio.
Key Responsibilities:
- Manage a dedicated portfolio of clients, ensuring adherence to deadlines and maintaining high client service standards.
- Provide managerial-level reviews for teams focused on trusts and international tax when necessary.
- Deliver straightforward advisory services to clients and mentor junior staff in advisory projects.
- Oversee internal processes to ensure timely collection of client data, preparation of tax returns, and submission of relevant forms.
- Maintain client relationships through effective communication via email, phone, digital platforms, or written correspondence.
- Manage the fee process and identify opportunities to enhance tax compliance procedures for greater efficiency.
Qualifications and Experience:
- Part-qualified or fully qualified accountant (CTA/ATT) or equivalent experience.
- Strong knowledge of compliance in Private Client Tax, Trusts, and Inheritance Tax.
- Proven experience in managing a team.
- Advisory experience is preferred.