At a Glance
- Tasks: Lead compliance for diverse clients, manage tax returns, and support team development.
- Company: Dynamic firm in North London with a focus on private client taxation.
- Benefits: Competitive salary, private medical insurance, birthday off, and tailored training.
- Other info: Opportunity for career growth and involvement in advisory work.
- Why this job: Join a vibrant team and make a real impact in the world of private client tax.
- Qualifications: ATT qualified with experience in private client tax and team management.
Atomic is thrilled to be partnering with a firm looking to recruit a Private Client Tax Manager to join their tax team within their North London office. The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and Executive Recruitment. They are hiring a Private Client Tax Manager, who will be responsible for heading up the entirety of their compliance function. For this, they require an experienced candidate who is ATT qualified. The role offers variety, autonomy and the opportunity to work with an incredibly broad range of clients. The business is geared towards providing Taxation services to a range of clients including expats, non-UK residents and to support High Net Worth clients, Entrepreneurs and Trusts through the life cycle of their business. Although this role is compliance-based, there is the scope to work within other areas and get more involved in advisory as your role develops.
Responsibilities
- Preparation and submission of tax returns for a portfolio of clients, including reviewing tax returns of juniors.
- Overall management of the compliance team including carrying out 1-2-1s, appraisals, and addressing any training needs.
- Speaking with clients answering tax queries.
- Speaking with prospects regarding new business.
- Assisting the wider tax team with tax return reviews from outsourcing company.
- Assisting in preparation of written private client tax advice in report format to clients.
- Managing client relationships and expectations, which would involve monitoring of IRIS on a weekly basis to ensure a number of issues and deadlines are being met.
- Assisting with update of our internal CRMs and client portals of new enquiries.
- Dealing with any complex HMRC queries as and when they arise.
- Various ad hoc work as and when it arises.
Candidate Requirements
- You will be ATT qualified and have experience in a similar role in a medium size practice.
- Strong tax technical and practical expertise within the private client tax arena with demonstrable broad experience of the tax affairs of non-domiciled individuals, entrepreneurs and share schemes for small and medium-sized enterprises.
- Must have experience of reviewing private client tax returns, which is an essential part of this role.
- Experience in managing a portfolio of clients through the self-assessment tax cycle.
- Proven track record of managing successful teams and delivering results is essential.
- Aptitude for research and the ability to prepare complex written advice/calculations.
- Strong communication skills, be it face-to-face, email or in writing, and have emotional intelligence in dealing with sensitive private client matters e.g. divorce cases, business partner disputes.
- Some experience in identifying opportunities for business development on tax clients and across other service lines would be advantageous.
- Proven track record of managing successful teams and delivering results.
- Strong communication and interpersonal skills.
- Strong IT skills (e.g. Microsoft Office - notably, Excel).
- Experience in IRIS software is desirable.
What they Offer?
- Competitive base salary.
- Private medical insurance.
- Group life insurance.
- An additional day off for your Birthday every year.
- Tailored training and development plans for every employee.
Private Client Tax Manager employer: Atomic Practice Recruitment
Join a well-established accountancy practice that values its employees and fosters a supportive and collaborative work culture. With a focus on client management and a varied role encompassing accounts, audit, and tax, this position offers excellent opportunities for professional growth and development. Located in a vibrant area, the company provides a competitive salary and the chance to manage your own portfolio, ensuring a rewarding and meaningful career path.
Contact Details:
Atomic Practice Recruitment Recruitment Team
