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Private client tax services manager

Wells
SW Group
Service manager
Posted: 9 May
Offer description

Job Description Would you like to be part of a truly collaborative team both within PCTS and across the wider team in Tunbridge Wells and be able to work in a friendly local office with the support of colleagues across the wider S&W business? As an S&W Private Client Tax Manager you will work with all Assistant Managers, Associate Directors and Directors in the team across their portfolio and will benefit from having a diverse vast array of people to learn from. Your client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity execs and their families. Nicola MacAulay our Director in Private Client Tax in Royal Tunbridge Wells office has recorded an audio clip discussing the team and its ambitions. Nicola also shares how this office has its own personality whilst having the benefits and opportunities from being part of a much larger organsation. Click here to listen. Key responsibilities: You will take responsibility for delivering work to clients in line with agreed timelines and budgets. You will be managing a client portfolio reviewing the work of junior team members. Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work. Monitoring of WIP and drafting fee notes Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work. Developing the more junior team including providing timely feedback and assisting them with technical and personal development

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