Practice Manager (Private Client Tax)

Fusion Consulting Group; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading consulting firm in Greater London seeks an experienced Practice Manager for their Private Client Tax function. The role revolves around managing crucial back office operations such as AML processes, KYC, and risk assessments. Ideal candidates have a strong background in taxation services for diverse clients, including expats and high-net-worth individuals. This position offers a chance to make a significant impact in a rapidly growing firm.

Qualifications

• Experience in managing back office operations, especially within tax services.
• Knowledge of the AML process, KYC, and risk assessments.

Responsibilities

• Responsible for the AML process within the tax department.
• Contact clients for information requests.
• Ensure client data is processed and stored correctly.

Job description

Job Description

Practice Manager (Private Client Tax)

Due to extensive growth and multiple acquisitions, Fusion Consulting Group are looking to recruit an experienced Practice Manager to play an instrumental role in the running of our Private Client Tax function.

The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and Recruitment. Our mission is to disrupt the disjointed Professional Services space.

Job Summary

We are seeking a Practice Manager to support Fusion Tax with all of their back office operations, including the AML process, KYC and risk assessments.

Our business is geared towards providing Taxation services to a broad range of clients including expats, non-UK residents and to support High Net Worth clients, Entrepreneurs and Trusts through the life cycle of their business.

Responsibilities

• Responsible for the AML process from start to finish within the tax department – including electronic ID verification, KYC and risk assessment
• Contacting clients for information requests
• Scanning and photocopying client information, ensuring the client is contacted to confirm safe receipt and information is saved in the client folder

Updating IRIS on receipt of client inf...