The opportunity
is a mixed private client role with main emphasis on compliance but also offering advisory opportunities where there is interest in this area.
The right individual will be technically competent with previous practical experience in reviewing complex self-assessment tax returns.
The manager will also play a role co-managing & coaching the PCS team, supporting them through assignments and helping them develop their careers.
Your key responsibilities:
1. Efficient management, review and sign-off a mixed portfolio of private client tax compliance and related services.
2. Building and maintaining relationships with clients and colleagues, and providing excellent client service, identifying opportunities and managing expectations.
3. Mentoring and technical support of the team.
4. Assistance to the senior team on more technical project or advisory work, where appropriate.
5. Opportunity to be involved in business development opportunities.
6. Effective billing management.
Skills and Experience required for the role
7. Relevant/appropriate tax experience in a similar role.
8. Efficient technical review of a mixed portfolio of private client’s tax compliance and related services.
9. Management and delivery of client expectations, ensuring technical excellence and practical/business driven approach
10. Mentoring and providing technical guidance to the team
11. Ability to plan and prioritise work, meet deadlines, monitor own budgets and fees.
12. Ability to integrate with new teams quickly and build effective relationships at all levels
13. Confident with good relationship skills and ability to manage client expectations
14. Client focused and commercially aware
15. Strong technical skills and keen to develop further
16. Ability to identify areas of risk, carry out an effective review and know when to refer upwards
Qualifications
17. CTA preferred; or
18. ATT/ACA/CA/ACCA with relevant tax experience; or
19. Demonstrable experience in a Managerial role within a private client tax environment.
What we offer
20. Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
21. Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
22. Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
23. Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.