At a Glance
- Tasks: Lead personal tax compliance and advisory work while mentoring a dynamic team.
- Company: Top-tier accountancy firm with a focus on growth and innovation.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Inclusive workplace that values diversity and personal development.
- Why this job: Make a real impact by advising high net worth clients and driving team success.
- Qualifications: CTA qualified or equivalent experience in personal tax and team management.
The predicted salary is between 55000 - 65000 £ per year.
This leading, ambitious top-tier accountancy firm are looking to hire a Private Client Manager to join their exciting and growing department. You will be required to drive the delivery of personal tax compliance and advisory work, including writing reports and leading discussions with prospective and existing clients. You will also be required to oversee a team of junior staff who are responsible for day-to-day delivery of private client services across a diverse portfolio of individual clients.
We are looking for someone to actively manage the delivery of the private client offering for the team, including making suggestions for improving internal processes and efficiencies. This will include mentoring the team to develop their soft skills and providing technical training periodically.
Responsibilities- Provide support to partners and directors in the effective running of the team
- Managing a portfolio, consisting of a mix of clients with multiple sources of earned and investment income
- Driving the delivery of technical advisory work on the portfolio
- Dealing with one off advisory and compliance assignments
- A key point of contact for the client
- Dealing with partnerships and high net worth individuals
- Overseeing the UK tax return filling process for a broad variety of clients
- Monitoring team progress against targets
- Providing feedback and giving input into staff appraisals, as well as direct responsibility for appraising staff
- Monitor progress and encourage the personal development of all team members
- Ability to produce written work to a high standard
- Make suggestions and implement changes in order to improve efficiency within the team
The candidate should have strong experience in personal tax which should ideally include the following areas:
- Technical expertise:
- CTA Qualified, or other professional qualification with demonstrable relevant experience
- Advanced understanding of core private client tax issues, including personal tax anti-avoidance legislation
- Confidently interacts with HMRC regarding complex issues on behalf of clients
- Delivers advice confidently in transactional, litigious, or confrontational circumstances
- Reporting on tax and other implications of incorporation of self-employment and businesses
- Experience in Self-Assessment and preparation of tax computations
- Demonstrable experience of report writing and ad hoc advisory work
- Previous supervisory and management experience including reviewing the work of others
Private Client Tax Manager - Reading employer: Pro-Tax
As a leading top-tier accountancy firm in Reading, we pride ourselves on fostering a dynamic work culture that prioritises employee growth and development. Our commitment to mentoring and training ensures that our team members not only excel in their roles but also enjoy a fulfilling career path. With a diverse portfolio of clients and a focus on personal tax compliance and advisory work, we offer a stimulating environment where innovative ideas are welcomed and valued.
