We are looking for a Private Tax Manager, we have a requirement for a tax professional to join our personal tax department. You will be personally responsible for a portfolio of personal tax clients varying from HNWI’s to sole traders as well as assisting with adhoc advisory work and reviewing more junior members tax returns.
Duties will include:
* review of personal tax returns for individuals, partnerships and trusts both on your own portfolio and those of the semi-senior’s portfolios.
* management of a portfolio of varied clients, ensuring all compliance needs are adequately serviced by appropriate team members
* you will be expected to liaise confidently, effectively and knowledgeably with clients by phone, post, email and face to face (which we actively encourage), as well as keeping client partners & clients up to date with all relevant matters relating to their tax affairs.
* proactive management of portfolio including looking for tax planning and value added opportunities, including relevant referrals to other parts of the Beavis Morgan group.
* assisting the client partners with tax planning / consultancy projects, therefore, the successful candidate requires good confident technical knowledge on areas such as UK resident non domicile tax planning, shareholder planning and broader CGT, IHT and trusts issues.
* billing and other administrative issues relating to the portfolio.
The successful candidate will be someone with significant experience who can work with minimal supervision confidently and competently (use of CCH Personal Tax would be advantageous). CTA is advantageous but not essential as capable QBE’s will also be considered.