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- Tasks: Lead personal tax advisory work and manage a diverse portfolio of high net-worth clients.
- Company: Join Moore Kingston Smith, a leading firm in the heart of London.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Make a real impact by advising high-profile clients on complex tax issues.
- Qualifications: CTA qualified with experience in private client tax and team management skills.
- Other info: Opportunity for career growth in a supportive and collaborative team.
The predicted salary is between 65000 - 80000 £ per year.
OverviewSenior Manager (Private Client Tax) role at Moore Kingston Smith, City office, London. You will drive the delivery of personal tax advisory work, including writing reports and leading discussions with prospective and existing clients. You will oversee a team of junior staff responsible for day-to-day delivery of private client services across a diverse portfolio of individual clients. This is a client-facing role with high net-worth clients and other professional advisors.Location: City, London | Department: Private Client Tax | Compensation: £77,000 – £90,000 per yearKey ResponsibilitiesProvide support to partners and directors in the effective running of the team and in winning new work.Manage a portfolio of clients with a mix of earned income and investment income.Drive the delivery of technical advisory work on the portfolio.Handle one-off advisory and compliance assignments.Be a key point of contact for the client.Deal with partnerships and high net worth individuals.Address a wide range of capital gains tax issues.Oversee the UK tax return filing process for a broad variety of clients.Monitor team progress against targets.Provide feedback and input into staff appraisals; directly responsible for appraising staff.Monitor progress and encourage the personal development of all team members.Produce high-standard written work.Suggest and implement changes to improve efficiency within the team.Skills, Knowledge & ExpertiseThe candidate should have experience advising on a wide range of tax issues, including the following areas:Technical expertiseCTA Qualified, or other relevant professional qualification with demonstrable experience.Advanced understanding of core private client tax issues, including personal tax anti-avoidance legislation.Confident interaction with HMRC regarding complex issues on behalf of clients.Delivers advice confidently in transactional, litigious, or confrontational circumstances.Reports on tax and other implications of incorporation of self-employment and businesses.Experience in Self-Assessment and preparation of tax computations.Demonstrable experience in report writing and ad hoc advisory work.Previous supervisory and management experience including reviewing others’ work.Planning for mitigation of Inheritance Tax including use of trusts and lifetime transfers.Experience dealing with enquiries into direct taxation including settlement and penalty negotiation.UK Trusts and Estates experience; UK trust account preparation and review is desirable.Client experiencePrivate clients and proprietors of owner-managed businesses (self-employed, partnerships and small companies).Non-UK domiciled and non-resident clients, ideally including non-UK resident trusts.UK and non-UK based high net worth individuals.Property-owning clients using corporate vehicles and trusts.EnterpriseUnderstands clients’ attitudes to risk and ensures advice is communicated clearly, correctly and consistently.Recognises that tax advice is more than just technical analysis.Business BuildingLeads discussions with prospective and existing clients, pitches, proposals and presentations on tax issues.Evidence regular referral of non-tax work to other parts of the business.Maintains own target list and can evidence targeting actions, plans and results.Proactively approaches clients and contacts with ideas and possible opportunities.Shows commercial judgement in improving the firm’s efficiency and profitability.DeliveryTakes responsibility for WIP management and billing.Meets all internal and client deadlines.Determines and explains roles, sets out expectations and responsibilities, empowers and motivates team members to deliver.Interpersonal SkillsMotivates and enthuses the team to follow the Firm’s policies and procedures.Has trust and respect of junior staff; offers support when needed.Excellent written, verbal and presentation communication skills.Ability to see the bigger picture and act in the interests of the Firm and the team.Seniority levelMid-Senior levelEmployment typeFull-timeJob functionFinance and SalesIndustriesAccountingNote: This description retains the essential responsibilities and qualifications for the Senior Manager (Private Client Tax) role at Moore Kingston Smith and removes extraneous boilerplate and duplicate content. #J-18808-Ljbffr
Senior Manager (Private Client Tax) employer: Moore Kingston Smith
Contact Detail:
Moore Kingston Smith Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Manager (Private Client Tax)
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can lead to job opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or clients, make sure to highlight your knowledge in private client tax. Share insights on recent changes in tax legislation or discuss strategies for capital gains tax issues. This will show them you’re not just another candidate, but someone who knows their stuff!
✨Prepare for Interviews
Before any interview, do your homework! Understand the company’s values, recent projects, and their approach to client management. Prepare some questions that show you’re genuinely interested in how they operate, especially regarding high net-worth clients and tax advisory work.
✨Apply Through Our Website
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 serious about joining our team at Moore Kingston Smith and ready to take on the challenges of the Senior Manager role.
We think you need these skills to ace Senior Manager (Private Client Tax)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Manager role. Highlight your experience in personal tax advisory work and client management, as this will show us you understand what we're looking for.
Showcase Your Writing Skills: Since producing high-standard written work is key for this role, include examples of reports or documents you've written in the past. This will give us a taste of your writing style and attention to detail.
Be Client-Focused: Remember, this is a client-facing role! Share any experiences where you've successfully interacted with high net-worth clients or handled complex tax issues. We want to see how you build relationships and deliver value.
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 shows us you're proactive!
How to prepare for a job interview at Moore Kingston Smith
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax advisory work, especially around capital gains tax and inheritance tax. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues, as this will show your expertise and confidence.
✨Showcase Your Leadership Skills
Since this role involves overseeing a team, be prepared to share examples of how you've managed and motivated staff in the past. Discuss your approach to appraisals and personal development, as well as any strategies you've implemented to improve team efficiency.
✨Client Interaction is Key
This position is client-facing, so practice articulating how you would handle discussions with high net-worth individuals and other professional advisors. Think about how you can demonstrate your ability to build relationships and communicate complex tax advice clearly.
✨Prepare for Real-World Scenarios
Expect to be asked about specific tax situations or challenges you've faced. Prepare some case studies from your experience that highlight your problem-solving skills and your ability to deliver high-quality written reports and advisory work.
