Private Client Tax Senior Manager in Worcester

The primary responsibility for this role is to deliver an efficient and robust tax return offering for both personal and trust clients. The candidate will lead, from an operational perspective, the private client tax team. The role will be an expert on private client and trust matters and will assist the partner in the delivery of a significant amount, if not all, of the firm’s private client and trust advisory services. The role will also oversee ancillary services to the tax return process and advisory projects such as 60-day CGT returns, trust IHT returns, trust registration service registrations, common reporting standard reporting and compliance led advisory work. The role will be responsible for the delivery of a profitable offering which provides a positive contribution to the firm's profits after allocation of overhead costs. The role will include some business development activities with a view to increasing the turnover of the department, but this will be subordinate to the primary objectives noted above.

Key Duties:

• Reviewing and/or signing out personal and trust tax returns of the PCTS team and providing guidance and assistance for the same prepared by the wider firm as required.
• Taking a leading role in advisory projects and delivery of private client advisory work, particularly relating to trusts, with partner support as required on technical matters.
• Provision of high-quality advice and support to the clients of the firm.
• Supporting and working together with the PCTS advisory partner on advisory projects.
• Be responsible for work quality standards and improvement together with compliance and advisory process improvement.
• Recognition as an expert both internally and externally, with respect to private client taxation (including trusts and inheritance tax).
• Exposure to some of the firm’s key clients and managing these appropriately whilst continuously striving to maintain and improve these key relationships.
• Involvement with complex clients with minimal partner support.
• Involvement with cross border and international tax considerations.
• Dealing with enquiries into trust and personal tax returns as and when they arise, supported by the team where appropriate.
• Liaise with HMRC, clients and third parties, as necessary.
• Take ownership of jobs that you are involved in and the PCTS compliance function.
• Continuous risk assessment and mitigation and promoting the same amongst the wider team.

Management and team focussed requirements:

• Management of the private client department compliance offering on a day-to-day basis.
• Being an ambassador for the team and firm both internally and externally.
• Ensuring all personal and trust tax returns being filed within a reasonable timeframe of the information being received.
• Responsibility for the PCTS team achieving team KPIs including WIP management, billing, utilisation and recovery targets.
• Line managing more junior members of the team to ensure they are meeting their key KPIs.
• Mentoring and supporting more junior members of the private client tax team to enable progression through the team.
• Keep development plans in place through regular use of the appraisal process.
• Be involved in the recruitment of more junior members of the team as appropriate.
• Oversee the private client tax department’s progress against turnover, new business, recoveries and utilisation targets.
• Promote diversity and equality within the teams.

Business development focussed requirements:

• Looking out for networking and business development opportunities for the Firm.
• Business development to include contribution to the firm’s external technical marketing and attendance at certain events.
• Development of new working practices, processes and efficiencies to improve recoveries without reducing output quality.
• Be a part of the firm’s growth ambitions contributing opinions and observations appropriately to the leadership team.

This role can be based in Worcester or Birmingham.