Private Client- Personal Tax Manager

Quest Recruitment Ltd; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency is seeking a Personal Tax Manager to manage a portfolio of private clients, providing specialist tax planning advice. The ideal candidate will possess strong knowledge of personal and trust tax, be CTA or ACA qualified, and have a minimum of 5 years' experience in managing client relationships. This role includes the opportunity to develop your skills and work with high-net-worth individuals. Competitive salary and dynamic work environment offered.

Qualifications

• Strong knowledge and understanding of personal and trust tax.
• CTA or ACA qualified with over 5 years of management experience.
• Good level of computer literacy, including MS Office.

Responsibilities

• Manage a portfolio of private clients including HNWI's and UK Trusts.
• Provide personal tax planning advice to compliance clients.
• Advise on IHT planning and trust set up.
• Liaise with HM Revenue & Customs.
• Develop and implement procedures consistent with current policies.

Skills

Strong knowledge of personal and trust tax

Experience in managing client relationships

Good computer literacy

Education

CTA or ACA qualified

Minimum 5 years relevant management experience

Tools

MS Office

Job description

About the job Private Client- Personal Tax Manager

Private Client- Personal Tax Manager

About us

If you are looking to work with a firm that will challenge you and are willing work hard to enhance your skills to further your potential, then you are the type of individual that we are looking for.

Whether you are ready to move up a level in your career, or looking for a change of direction, if you have the determination to succeed we will support you along the way.

We are committed to investing in its people, in a variety of structured and less formal ways, from training programmes to one-to-one mentoring and feedback on a project by project basis.

This combination of learning, whatever your role, means that you will have the opportunity to keep expanding your skillset and developing new talents

Main Duties and Responsibilities:

• Manage a portfolio of private clients including HNWI’s, non-domiciled individuals, UK Trusts and company directors.
• Provide specialist ad hoc personal tax planning advice to compliance clients;
• Advise on IHT planning and trust set up;
• Promote the services of the Firm in relation to HMRC enquiries and investigations into the affairs of personal and trust clients across the Firm;
• Liaise with clients and HM Revenue & Customs and attend meetings with both;
• An understanding of wider corporate/transaction taxes would be desirable, but not essential;
• Advise on UK property purchase structure for HNWI;
• Advise on Tax Schemes entered into by personal tax clients and options for settlement etc.;
• Advise on complex remittance issues for non- doms;
• Develop and implement new procedures consistent with current policies or existing principles.
• Manage and develop a small team of tax professionals within the London office.Manage working capital on own portfolio including WIP recovery, billing and debt collection.

Qualifications and Experience

• Strong level of knowledge and understanding of personal and trust tax.
• CTA or ACA qualified
• Experience of working at a senior level, normally consisting of a minimum of 5 years’ relevant management experience in a specialist field or within an accountancy practice.
• Demonstrable experience of working on long term client relationships and of working on a fee basis with clients.
• Good level of computer literacy which should include up-to-date working knowledge of relevant software products and MS Office products.
• Good knowledge of the full range of the firm’s services and the external environment to be able to maximise opportunities for the business