Private Advisory Tax Manager

RGH-Global Limited; Grantham; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is looking for a Private Advisory Tax Manager to join their dynamic team. This role offers a unique opportunity to manage a diverse client portfolio while ensuring compliance with tax regulations. You will play a crucial role in developing team members, conducting performance reviews, and maintaining high-quality standards in client assignments. With over 100 years of expertise, this firm provides a supportive environment for professionals looking to enhance their skills in tax advisory. If you are passionate about delivering exceptional client service and have a strong background in UK accounting, this is the perfect opportunity for you.

Qualifications

• Fully qualified in CTA, ATT, or AAT with 5+ years of UK Accounting experience.
• Experience in managing a client portfolio and ensuring compliance.

Responsibilities

• Manage and develop team members, conducting performance reviews.
• Oversee client portfolio, ensuring quality and budget compliance.
• Build a network for new business opportunities and participate in pitches.

Skills

Communication Skills

Interpersonal Skills

Team Collaboration

Client Relationship Management

Education

CTA

ATT

AAT

ACA

ACCA

Job description

About the job Private Advisory Tax Manager

Position: Private Advisory Tax Manager

Location: Grantham or Surrounding Areas / Hybrid (2 days in the office)
Role: Permanent

Hours: Full Time

Start: ASAP

Our client is one of the UKs top regional accountancy firms, specialising in accountancy/tax as well as supporting clients with legal services, IT support, and wealth management.

Established for over 100 years, they provide services to more than 12,000 businesses and individuals.

Their Tax team is seeking a Private Advisory Tax Manager. The role will be assisting managers and directors to provide taxation advice to clients, while supporting your teams in the delivery of their work and ensuring that operational objectives are met. You will ensure compliance and quality standards are always maintained, client needs are identified, adhering to the client care program and ensure client relationships are within their legislative framework, compliance and quality standards.

This is an ideal role for someone wanting to gain more experience in managing a client portfolio.

You must be fully qualified in: CTA, ATT or AAT, and must have 5+ years in UK Accounting / Practice experience.

Responsibilities

• Manage and develop team members and conduct performance reviews; by setting objectives and conducting performance reviews.
• Manage a client portfolio, using your knowledge and skills to add essential value to the offering.
• Responsibility for overall quality of individual client assignments and production of a complete product with due regard to budget. This will require direct completion of audit planning, fieldwork, and collaboration with your team.
• Work with other members of your service line to scope out client requirements and ensure that assignments are carried out in a timely manner and within specified budget.
• Proactively liaise with relevant members of the management team (e.g., directors) on individual clients, ensuring that they are well informed and receive regular updates on progress, along with identifying and escalating any issues as necessary.
• Build a network of potential new clients in order to identify new business opportunities (e.g., active participation within funnels or similar marketing initiatives), creating a vibrant pipeline of new opportunities.
• Actively participate in pitching for new business opportunities and developing tender documents.

Qualifications/Experience:

• Possessing either full CTA, ATT, AAT, ACA or ACCA qualifications or experienced as a Tax Lead
• Demonstrated proficiency in collaborating within a team environment.
• Must have UK Accounting / Practice experience
• Must have UK Private Tax advisory experience.
• Robust communication and interpersonal skills