Private Client Tax Manager / Senior Manager

This is a mixed compliance/advisory role which will involve a high percentage of non-UK domicile cases. Running a portfolio of compliance cases alongside supporting seven private client partners with advisory work. There will also be staff management and development involved.

Key responsibilities

• Responsibility for a mixed portfolio of personal tax clients, including specifically non-doms, HNWIs, sole-traders, partnerships, and offshore trusts.
• Assisting partners on the delivery of advisory work which will include the preparation of reports on matters such as IHT planning (including UK trusts), residence, pre-arrival planning, offshore structures (involving offshore trusts and companies) and planning work in anticipation of the new rules for non-doms from 6 April 2025.
• Preparation and attendance at both existing and potential new client meetings, setting budgets for the follow-up work, and ensuring the work is carried out in a timely manner and within budget.
• Liaising with clients on routine and ad-hoc assignments including correspondence by email, telephone and face-to-face meetings. Matters to include inheritance tax, income tax and capital gains tax.
• Correspondence with HMRC in relation to s9A enquiries and preparing disclosures under the digital disclosure facility.
• Overseeing the collation of all the information needed to prepare the tax return involving liaising with other third-party professionals and the clients themselves.
• Dealing with all aspects of income tax (including National Insurance) and capital gains tax including reviewing PAYE coding notices where appropriate.
• Reviewing tax returns prepared by other members of staff for approval by the client and for then electronically filing them.
• Promptly dealing with routine post received in connection with those clients.
• Prioritising and organising own work to ensure consistently high standard of client care and to meet HMRC deadlines – working without supervision and to show initiative in dealing with clients’ affairs.
• Billing clients on a quarterly basis, including making reserves and keeping partners up to date with any billing concerns.
• Responsible for monitoring own time budgets and chargeability.
• Attendance and contribution at internal departmental management meetings.
• Networking at events for business development.
• Contribution to in-house publications.
• Use of computer CCH packages and SharePoint.

Qualifications/education required

• Minimum requirement to be CTA qualified.
• Must have a minimum of 5 years private client tax experience.
• Experience and up-to-date knowledge is required of non-doms and offshore structures.
• Client facing experience is required including being comfortable speaking to and meeting with clients on a regular basis.
• Good organisational skills will be required to organise his/her own work to ensure that all deadlines are met.
• Good computer skills including a sound knowledge of Word & Excel are required.

About Mercer & Hole

Mercer & Hole is an independent firm since being founded in 1905. Today, we are proud to say that we are a growing top 40 accountancy firm performing Audit, Corporate Tax, and advisory work. We are also a top 20 UK firm for both private client tax work and financial planning. The firm is led by 24 partners, many of whom are top 4 trained, and we value teamwork with over 240 staff across four locations in the UK, with our flagship office in the heart of the City in Lombard Street. We work with businesses and individuals and provide a quality, personalised service with high levels of expertise across all aspects of audit, accountancy, tax, and financial planning. We have the technical knowledge and excellence, but we also aim to give our clients practical options, and always make complex issues easy to understand. The secret to our success is a commitment to deliver only the best for our clients and to exceed their expectations from our initial contact and throughout our relationship.

Making a difference

People and businesses are facing unprecedented change. Across all sectors, business owners, Boards, and Executive Management Teams must continually re-evaluate their position and make tough decisions that will affect their future goals and those of their organisations. We work with a range of clients from start-ups, SMEs, and larger corporations, including listed business, across a wide scope of industry sectors to provide them with a range of specialised services. At Mercer & Hole, we are known for our exceptional level of client care. We believe taking time to get to know our clients gives us a greater understanding of their business goals to provide real value.

We really want to attract and retain individuals who share our Values:

• Together: The firm with the family feel. Express gratitude. Smile. Be humble and confident. Have fun.
• Resilient: Change is imminent, and business is imperfect. Be open-minded & agile. Assume positive intent and exercise the power of positive thinking.
• Supportive: We support what is important to you and show kindness in our behaviour to each other. We encourage each other to realise our potential. We strive to be the best, innovate and always do exceptional work. That’s who we are and what our clients deserve.