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- Tasks: Manage back office operations for Private Client Tax, including AML processes and client communication.
- Company: Join Fusion Consulting Group, a dynamic firm disrupting the Professional Services space.
- Benefits: Earn up to £40,000, enjoy private medical insurance, and get an extra day off for your birthday!
- Why this job: Be part of a growing team that supports high net worth clients and entrepreneurs.
- Qualifications: 3+ years in tax administration and experience with AML procedures required.
- Other info: Flexible work environment with tailored training and development plans.
The predicted salary is between 28000 - 40000 £ per year.
Due to extensive growth and multiple acquisitions, Fusion Consulting Group are looking to recruit an experienced Practice Manager to play an instrumental role in the running of our Private Client Tax function. The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and Recruitment. Our mission is to disrupt the disjointed Professional Services space.
We are seeking a Practice Manager to support Fusion Tax with all of their back office operations, including the AML process, KYC and risk assessments. Our business is geared towards providing Taxation services to a broad 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.
Responsibilities- Responsible for the AML process from start to finish within the tax department – including electronic ID verification, KYC and risk assessment
- Contacting clients for information requests
- Scanning and photocopying client information, ensuring the client is contacted to confirm safe receipt and information is saved in the client folder
- Updating IRIS on receipt of client information
- Contacting IRIS for support where needed
- Reformatting / making amendments to documents
- Answering inbound calls and transferring to the relevant member of staff (within tax and accounting only)
- Acting as a secondary contact for absent team members
- Ensuring effective communication between accounting and taxation departments
- Minute taking in departmental meetings and task management
- Opening and scanning post for filing in the relevant client
- Ensuring post is sent daily
- Tax Administration: Updating IRIS
- Preparing and sending tax return information to be drafted by team
- Ensure the tax return processing team is achieving a three day turn around and using IRIS to manage this
- Filing tax returns to HM Revenue & Customs and emailing the client to confirm submission to HMRC
- Submission receipt and email saved in the relevant client directory
- Assisting with client take on procedures, contacting new clients and sending them relevant HMRC forms, where necessary.
- Ensuring new clients have been authorised with HMRC
- Sending forms and letters to HMRC and ensuring all correspondence filed in the relevant client file
- At least three years tax administration experience within a UK practice
- Previous experience managing AML procedures
- Must be highly organised, proactive and a self-starter
- Able to prioritise workload and be self-sufficient
- Can work well under pressure and in a very busy environment
- A team player, with active participation in the team, in addition to being able to work on their own as required
- Friendly and helpful with a can-do work ethic
- Flexible and able to prioritise a changing to do list
- Excellent written and verbal communication skills
- Up to £40,000 per annum base salary
- Private medical insurance
- Group life insurance
- Breakfast club
- FusionPoints bonus scheme
- An additional day off for your Birthday every year
- Tailored training and development plans for every employee
Job Type: Full-time, Monday-Friday
Job Location: London – Finchley, N3
About Fusion Consulting Group: Fusion is a multi-discipline consulting practice assisting entrepreneurial businesses and private clients by delivering an end to end solution throughout their business journey. Fusion crafts client solutions using its in-house team of highly skilled consultants with a diverse range of expertise within International Taxation, Company Accounting, Executive Recruitment, IT Strategy, Business Advisory, Legal Services and Financial services ensuring a joined up approach and seamless client experience.
Equal Opportunities: Fusion Consulting Ltd is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Practice Manager (Private Client Tax) in London employer: Fusion Consulting Group
Contact Detail:
Fusion Consulting Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Manager (Private Client Tax) in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Practice Manager role.
✨Tip Number 2
Prepare for interviews by researching Fusion Consulting Group inside out. Know their mission, values, and recent news. This will show you're genuinely interested and ready to contribute to their Private Client Tax function.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family. Focus on common questions related to tax administration and AML procedures. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Practice Manager (Private Client Tax) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Practice Manager role. Highlight your experience in tax administration and AML procedures, as these are key for us. Use specific examples that showcase your skills and achievements.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're passionate about the role and how your background makes you a perfect fit. Keep it concise but engaging, and don’t forget to mention your can-do attitude!
Showcase Your Organisational Skills: Since we’re looking for someone who’s highly organised and proactive, make sure to highlight any relevant experiences where you’ve successfully managed multiple tasks or projects. We love seeing how you prioritise your workload!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Fusion Consulting Group
✨Know Your AML Inside Out
Since the role involves managing the AML process, make sure you brush up on your knowledge of Anti-Money Laundering regulations. Be prepared to discuss how you've handled KYC and risk assessments in previous roles, as this will show that you understand the importance of compliance in the tax sector.
✨Demonstrate Your Organisational Skills
The job requires someone who is highly organised and can manage a busy workload. Bring examples of how you've prioritised tasks in the past, especially in high-pressure situations. You might even want to mention specific tools or methods you use to stay organised.
✨Show Off Your Communication Skills
With responsibilities like contacting clients and ensuring effective communication between departments, strong verbal and written communication skills are a must. Prepare to give examples of how you've successfully communicated complex information to clients or team members in the past.
✨Be Ready for Team Dynamics
As a Practice Manager, you'll need to be a team player. Think about times when you've collaborated with others or taken on a leadership role within a team. Be ready to discuss how you handle conflicts or differing opinions to show that you can maintain a positive team environment.