Overview
Our client is a growing independent firm with a great client base ranging from sole traders to multi-million-pound corporates. The firm\'s approach is the same: deliver exceptional personal service, get to know the ins and outs of each business, and provide proactive advice that helps clients reach their goals.
Opportunity
This practice is growing quickly and looking for a tax director with experience working in a small–to–medium sized practice to lead the tax team. The successful candidate will provide tax advisory support to the senior accountants and partners, whilst also managing their own portfolio of clients. This role is suited to someone who is detail-oriented and has a genuine interest in helping others navigate tax matters.
Key Responsibilities
- Manage the delivery of day-to-day personal tax compliance to a portfolio of individuals including high-net-worth clients, business owners and directors
- Provide tax advice for a range of sometimes complex tax queries
- Review self-assessment tax returns, assisting the tax team members
- Review trust tax returns
- Provide advice to colleagues and clients on a range of tax issues, including capital gains tax, VAT, IHT and corporation tax
- Meet with prospective clients to understand their needs and assess how our services can support them
- Liaise with HMRC on client matters, managing correspondence effectively
- Supervise and train members of the tax team
- Work with the accounting team to identify opportunities across our client base
- Work with the marketing and business development team to advertise our tax offering to the marketplace
About You
- A minimum of 5 years working at Senior Manager level within an accountancy practice
- ATT or CTA qualified or part-qualified
- Pro-active and detail-oriented approach
- Experience of using IRIS software useful, but not essential
An excellent opportunity with clear scope for equity participation in the future. Lovely offices too.
