Your newpany
My client is a leading Top 10 Firm with a fantastic reputation across the professional sector. Their service to clients is award-winning by an excellent team with deep knowledge providing bothpliance and advisory services. Their approach is very proactive, building relationships with their clients, ensuring that they are delivering to their needs accordingly. They are looking for a qualified tax professional to join their unique team, dealing with a portfolio of UHNWI, business owners, directors of PE backed businesses and asset managers. The culture of the firm is very collaborative, with an open-door policy,munal work spaces and are a sociable team.
Your new role
1. Deliver excellent client service by maintaining client relationships
2. Manage a portfolio of personal clients withplex tax affairs, focusing on non-UK domiciled individuals, HNWIs, and some trusts
3. Day to day responsibility for meeting both client andpliance deadlines, monitoring time limits and elections
4. Liaise proactively with clients on advisory matters
5. Assisting Partners in, and where appropriate, lead tax planning projects such as non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issues
6. Manage HMRC enquiries and LDF related matters and dealing with HMRC correspondence of bothpliance and advisory nature
7. Responsible for billing and monitoring budgets
8. Reviewpliance and basic advisory work prepared by more junior members of staff
9. Assist with managing junior members of staff including helping them with technical and personal development
10. Engage in personal business development activities and support business development activities of the team
What you'll need to succeed
You will be a qualified tax professional, ACA, CTA, STEP or equivalent. Experience within professional services such as accountancy or legal firms is a must. Excellentmunication skills, with the ability to grow relationships, ask questions of clients, provide alternative solutions and scenarios to clients to cover all bases and have a proactive approach to advisory work.
What you'll get in return
You will receive a salary depending on experience up to £85,000. Hybrid and flexible working options available with 2 days working from home. My client works in an excellent office, equipped with a pool table, table tennis,munal eating facilities, excellent grounds to the office for lunchtime walks through gardens and a 10 minute walk to the centre of town.