Private Client Tax Manager



Vacancy title - Private Client Tax Manager

Office - Bromley

Location details - Bromley (with some travel to London and Tunbridge Wells when required)

Job type - Full time/Part time - minimum of 3 days a week

Contract - Permanent

Job details

PRIVATE CLIENT TAX MANAGER

To manage and control a substantial portfolio of personal tax clients, ensuring both excellent client service and making a significant contribution towards the overall future development and success of the private client team and Bromley office. The role also includes line manager responsibilities for the private client tax team and managing the tax compliance process for the office.

The role requires: CTA/ATII qualified or equivalent

The portfolio is varied and includes HNWI individuals, entrepreneurs, director/shareholders of owner managed businesses, partnerships and some exposure to non-domiciled, resident and non-resident clients. A working knowledge of trusts would also be useful.

Responsibilities

* To act as day-to-day tax point of contact for private clients, and to practice the principles of excellent client service at all times.
* Manage the annual tax compliance process for the Bromley office in line with the firm's procedures.
* To manage assignments in accordance with the firm's standard procedures and confirm arrangements with the client, including likely costs and billing
* To provide tax planning and advice working closely with colleagues and other departments in order to add value to the client.
* Take responsibility for the management of work in progress and billing on a portfolio of clients.
* Manage the preparation of forms P11d for a portfolio of clients.
* To provide adequate briefing, supervision and training for junior staff and review work completed by junior staff for adequacy and completeness. Also undertake job appraisals and assist in student recruitment, training and marketing activities as required.
* To build new and existing client relationships and identify business development opportunities.
* To develop and maintain an advanced level of technical knowledge through appropriate reading and courses, and to fulfil the professional bodies' CPE requirements including maintaining an awareness of the firm's specialist services and publications, attending staffing meetings and training.
* Carry out any other duties as are within the scope, spirit and purpose of the job, the title of the role and its grading, as requested by the Head of Department and Partners.