Private Client Tax Associate Director Manchester

Brewer Morris; Manchester; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Private Client Tax Advisory Associate Director to join their dynamic team. This role offers the chance to make a significant impact in personal tax services while working collaboratively in an open environment. You will oversee junior team members, ensuring high-quality tax reports and compliance with standards. With a focus on advisory services, you will identify key issues such as shareholder profit extraction and succession planning. Enjoy flexible working arrangements and the opportunity to drive business development initiatives in this engaging position.

Qualifications

• Holds relevant professional qualification (e.g. CTA) or equivalent experience.
• Extensive experience of personal tax services.

Responsibilities

• Reviewing tax reports prepared by junior team members.
• Liaising with HMRC regarding various issues.
• Assisting the partner with identifying advisory issues.

Skills

Personal Tax Services

Project Management

Creative Thinking

Business Development

CCH Central

Education

Professional Qualification (e.g. CTA)

Job description

• Are you looking to make an impact in Personal/Private Client Tax as Associate Director?
• And are you looking for open, engaged and collaborative teams?
• Are you looking for flexible working? (1-2 days in the office per week)
• Are you looking for an advisory role?

Roles & Responsibilities:

As a Private Client Tax Advisory Associate Director you will be responsible for:

• Reviewing tax reports prepared by junior members of the team.
• Ensuring WIP analysis and billing are kept up to date.
• Ensuring files are of an appropriate standard for QCR purposes.
• Liaising with HMRC regarding various issues.
• Assisting the partner with identifying specific advisory issues to consider e.g. shareholder profit extraction/exit planning, shareholder and personal succession planning, individual relocation etc.

Skills, Knowledge and Experience:

• Holds relevant professional qualification (e.g. CTA) or equivalent experience.
• Extensive experience of personal tax services.
• Significant experience of developing project plans and ensuring deadlines are met.
• Ability to think creatively, generate innovative ideas, develop new initiatives and methodologies.
• Experience of identifying opportunities for business development on tax clients and across other service lines.
• Proficiency with personal tax on CCH Central would be an advantage.