Private Client Tax Manager - London, United Kingdom - Pro-Tax Recruitment

Pro-Tax Recruitment

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client is looking for an experienced Private Client Tax Manager, preferably with non-domicile and residency planning experience to join their team in advising their HNW and UHNW clients.

The firm represents a number of very wealthy families from around the world who have touch points in the UK, as well as representing a number of family offices who are based in the UK.

This is primarily an advisory based so the individual will need to demonstrate excellent communication and written skills.

The role is a varied one but will suit someone who is sociable and with an interest to in residence and remittance planning, offshore restructuring for non-domiciliaries, and advising family businesses.

Other work will include the likes of making capitalallowance claims, R&D claims, advising on property business incorporations, and completing and filing ATED returns.

Main Duties and Responsibilities

Working closely with and reporting directly to the Private Client Tax Director & Partners to deliver tax planning to UHNW and HNW individuals.
Frequently attending webinars to keep up to date on often complex tax planning strategies for UK resident/ nondom and nonUK resident/nondom individuals.
Researching and writing tax technical reports for the Tax Partner's review and communicating sometimes complex tax planning strategies to clients in a clear and concise manor.
Calculating capital allowance claims, R&D claims, advising on property business incorporations, and completing and filing ATED returns.
Working successfully with other Managers and Partners across the firm to ensure that strategies are implemented with regard to their overall affairs.
Meeting and updating the relevant Manager and Partner on a regular basis highlighting areas of success or concern as appropriate.
Overseeing the scheduling and workflows on each of the jobs ensuring all deadlines and targets are met.
Providing technical tax support to other Partners and colleagues in the firm.
Prepare fee proposals for work
Liaising with, handling, and taking part in meetings with HM Revenue & Customs and other third parties, such as solicitors, and barristers regarding a client's affairs.

Requirements:

Desire and capability to progress to Senior Manager/Director level within a 23 year period.
Strong technical knowledge and experience in providing tax planning advice to a range of individuals. Experience of providing advice to HNW and UHNW a bonus.
Excellent communication skills both written and verbal.
Desire for continued learning and ability to demonstrate strong technical and commercial awareness.
Excellent work ethic and desire to provide a superior client service.
Confident, highly motivated, and sociable character with ability to build rapport with people at all levels.
CTA qualified (any of ACCA/ACA/STEP a bonus but not essential)

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