Job Title: Senior Private Client Tax Consultant + Private Client Tax Manager
Location: West of England
Position: Permanent
Salary: £ (DOE) Relocation Assistance Available (on a case by case basis)
Our Client
Our client is an leading independent firm of Chartered Accountants and Business advisers
The opportunity
You will be joining the business at what is an exciting time. As a key member of the recently structured High Net Worth/Private Client team.
Responsibilities
Leadership
- Provide direction, counselling, coaching, feedback and support to colleagues working on jobs with you as necessary
- Delegating work as appropriate, ensuring that employees have the appropriate skills and knowledge to complete the tasks, and providing guidance and direction as required
- Ensuring that where you are not the client manager, the identified individual consistently provides an acceptable level of service whilst working with other partners and staff
- Reviewing work done by junior members of the team, including technical questions
- Contributing to management meetings as required
- Maintaining a CPD record and keeping up to date in order to meet the firm’s obligations
- Complying with procedure required under Practice Assurance, Money Laundering and Designated Professional Body regulations
Client Focus
- Maintaining a productive relationship with all clients in the team’s portfolio, maintaining regular contact, completing all the necessary tasks and answering a range of specific one off tax queries
- Ensuring all client assignments are completed in an accurate and timely manner
- Leading and delivering on ad-hoc advisory projects and working collaboratively with the tax team
- Overseeing the production and sign-off of the relevant personal, trust and corporation tax returns
- Identifying changes in UK Tax legislation and how this may affect our clients and promoting new advisory projects
- Providing both high level compliance and consultancy services to clients
- Researching specialised tax issues as required and formulating solutions
Developing new Business
- Assisting the Partner with proactively engaging with new clients
- Being proactive in identifying opportunities for the provision of additional services
- Building your professional network and seeking out new clients
- Actively supporting all sales, promotional, marketing and networking activities of the organisation either to current clients or targets
- Generating new ideas and approaches to client concerns or issues
The ideal candidate
- The ideal candidate will also be experienced in International personal tax involving residence and domicile – and experience of offshore trust structures
- The ideal candidate is able to demonstrate having considerable experience in capital gains tax, inheritance tax, income tax and other related taxes, as well as experience in working with Entrepreneurial and High Net Worth Clients regarding their wealth planning requirements
- The ideal candidate should have excellent tax technical and commercially focussed skills within the private tax field
- With our high net worth clients including land owners and rural business, an understanding of this sector and the tax implications and the services they require is also an essential part of the role
- The ideal candidate will have the skill set that is suited to managing differing types of clients and the interpretation of the various taxes that affects them, this includes the families and wealth holding vehicles such as trusts and private companies
Next steps:
If this sounds like a great opportunity and you can demonstrate a proven track record in initiating and delivering the above, with solid results, then please click Apply to upload your CV for consideration.
We look forward to hearing from you.
If this job is not quite right for you but you are looking for a new position, as a specialist Accountancy & Finance Recruiter, please contact us for a confidential discussion on your career.
https://www.autographrecruitment.co.uk/accountancy-and-finance/4595059197
Autograph Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.