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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 rapidly growing multi-disciplinary professional services firm.
- Benefits: Earn up to £45,000, enjoy private medical insurance, and get an extra day off for your birthday!
- Why this job: Be part of a dynamic team supporting high net worth clients and entrepreneurial businesses.
- Qualifications: 3+ years in tax administration and experience managing AML procedures required.
- Other info: Flexible work environment with tailored training and development plans.
The predicted salary is between 36000 - 60000 £ 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.
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 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
Candidate Requirements
- 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
What we Offer
- Up to £45,000 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 (Fridays WFH)
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 in London employer: Fusion Recruitment
Contact Detail:
Fusion Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and don’t be shy about letting people know you’re on the hunt for a Practice Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by researching Fusion Consulting Group thoroughly. Understand their services and values, and think about how your experience with tax administration and AML procedures can add value to their team. Show them you’re not just another candidate!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable discussing your skills and experiences. Focus on how you can manage back office operations and support the tax department effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the Fusion team!
We think you need these skills to ace Practice Manager 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! Explain why you’re the perfect fit for our team at Fusion Consulting Group. Mention your proactive approach and how you can contribute to our Private Client Tax function.
Showcase Your Communication Skills: Since excellent written and verbal communication is crucial for this role, make sure your application reflects this. Keep your language clear and professional, and double-check for any typos or errors before submitting.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Fusion Recruitment
✨Know Your AML and KYC Inside Out
Since the role involves managing AML processes and KYC, make sure you brush up on these topics. Be prepared to discuss your previous experiences with these procedures and how you've handled them in past roles.
✨Showcase Your Organisational Skills
As a Practice Manager, being organised is key. Bring examples of how you've successfully managed multiple tasks or projects simultaneously. You might even want to mention specific tools or methods you use to stay on top of your workload.
✨Demonstrate Team Spirit
This position requires a team player who can also work independently. Think of instances where you've collaborated effectively with others or taken the lead on a project. Highlight your ability to communicate well with different departments, especially between tax and accounting.
✨Prepare for Scenario Questions
Expect questions that assess how you'd handle real-life situations, like dealing with a difficult client or managing tight deadlines. Practise your responses to these scenarios, focusing on your problem-solving skills and proactive approach.
