Your newpany
We're helping this award-winning, national advisory-led professional services firm appoint a specialist Private Client Tax Senior Manager within their market-leading healthcare
team. A specialist in creating value for mid-marketpanies, across a number of sectors and industries, you will be working with a collaborative team ensuring the best financial oues for clients. Recently backed by private equity investment, the firm is on a high-growth trajectory and actively pursuing opportunities to further build its presence across the UK.
Your new role
As a specialist in the healthcare team, you will be managing a large portfolio of GP Partnerships, Doctors, Consultants, and Locums, providing tailored tax advice. This could include:
1. Supervise the preparation of taxputations and returns for high-net-worth individuals and trusts
2. Liaising with HMRC as necessary.
3. Handle rental accounts, CGT forms, IHT forms, SDLT refunds, and overpayment relief claims
4. Perform tax investigation work, voluntary disclosures, and tax advisory services such as residency and IHT
5. Train, develop, supervise, and support Trainee Private Client Advisers
6. Ensure robust review and technical oversight of taxputations, tax returns, accounts, and related correspondence created by Private Client Advisers and healthcare managers.
7. Maintain effectivemunication with all stakeholders, including clients, trustees, executors, estate beneficiaries, solicitors, IFAs, and consultants.
8. Promptly handle taxpliance and advisory referrals, conduct initial meetings with new clients, and facilitate smooth onboarding processes.
What you'll need to succeed
To be successful in this role, you must have previous experience managing the personal tax affairs of healthcare professionals, including GP Partnerships. A professional tax qualification such as the CTA is highly desirable too.
What you'll get in return
In addition to apetitive salary in the region of £60,000 to £70,000 per annum and aprehensive range ofpany benefits, the firm prioritises personal growth by fostering an environment of continuous learning, work-life balance, and collaboration.