At a Glance
- Tasks: Lead the compliance function and manage tax returns for diverse clients.
- Company: Fusion Consulting Group, a rapidly growing multi-disciplinary professional services firm.
- Benefits: Private medical insurance, birthday off, tailored training, and development plans.
- Other info: Opportunities for progression and involvement in advisory work.
- Why this job: Join a dynamic team and make a real impact in private client tax management.
- Qualifications: ATT qualified with experience in private client tax and team management.
The predicted salary is between 51750 - 63250 £ per year.
Due to extensive growth and multiple acquisitions, Fusion Consulting Group are looking to recruit an experienced Private Client Tax Manager to play an instrumental role in the running of our Compliance Tax function. Fusion Consulting Group is a rapidly growing, multi-disciplinary professional services firm with subsidiaries spanning Tax, Accounting, Legal, Financial Services, Executive Recruitment, and Fractional CFO Services. We deliver an integrated suite of advisory solutions to entrepreneurial businesses and private clients across the UK and internationally.
Job Summary
We are hiring a Private Client Tax Manager, who will be responsible for heading up the entirety of our compliance function. For this, we 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. Our 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.
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 relation 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
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. We'll also offer you the opportunity of future progression and development, including full study support towards your CTA qualification.
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 an 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
- Experience in IRIS software is desirable
What we Offer
- Private medical insurance
- Group life insurance
- An additional day off for your Birthday every year
- Tailored training and development plans for every employee
Job Type: Full-time, Monday-Friday (Fridays WFH)
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. 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.
Private Client Tax Manager employer: Fusion Consulting Group
Fusion Consulting Group is an exceptional employer that values professional growth and work-life balance, offering a hybrid working model in the vibrant area of Finchley. With competitive salaries, generous holiday allowances, and a supportive culture focused on mentorship and development, employees are empowered to thrive in their careers while enjoying a fulfilling work environment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Fusion Consulting Group, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Fusion Consulting Group's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Fusion Consulting Group. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Fusion Consulting Group!
How to prepare for a job interview at Fusion Consulting Group
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Fusion Consulting Group.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Fusion Consulting Group. It helps to show our commitment!
