Personal Tax Manager Leatherhead or Central London - Ambition Europe Limited

Tom O´Connor

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Tom O´Connor

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Description

Our client, who is a well established top 30 accountancy practice with offices located throughout the UK, are presently in need of Personal Tax Managers in both their London and Surrey offices.

The roles will have a focus on tax advisory and complex compliancework.


Reporting to the Tax Partners, you will be an integral part of the Advisory Tax leadership team, with a large scope for career progression.

Your key focus will be to deliver tax planning and advisory services to a portfolio of prestigious private clients (including non-dom & international clients, family offices, offshore, inheritance tax, Trusts and Estate planning).


K ey responsibilities:


  • Support Tax Partners with more complex enquiries and ensure planning and crossselling opportunities are identified and followed up
  • Taking responsibility of any HMRC enquiries
  • Review client base and identify additional opportunities
  • Maintain regular communication with all clients
  • Work in a team with direct responsibility for the mentoring, developing and training of junior managers & trainees
  • Ensure direct and regular communication with clients, both in person and via other means of communication, where appropriate to resolve queries and develop relationships with them.

Requirements:


  • CTA qualified, or studying towards
  • High level of technical advisory expertise
  • Self starter capable of motivating, driving and developing the team
  • Able to demonstrate relevant practical experience in Private Client tax planning
  • Ability to communicate effectively at all levels including excellent interpersonal skills in dealing with clients in person and report writing, with the ability to explain and simplify highly technical points for clients to understand
  • Ability to provide excellent client care

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