Private Client Tax Manager

Insite Group; Devon and Torbay; On-site; GBP 42,000 - 65,000; Full time

Benefits offered by this job

Group life assurance

Group income protection

Health cash plan

5 extra days holiday

Counselling and support

Virtual GP

Cycle to work

Volunteer day

Job summary

Insite Group in the United Kingdom is seeking a tax professional to accelerate their career in a firm that prioritises growth and development. You will deliver tax compliance and advisory services to a diverse portfolio, including trusts and high-net-worth individuals, ensuring top-tier service and insightful advice.

Day-to-day you will manage cases, draft tax planning reports, meet clients, advise on IHT, CGT, and domicile matters, and review junior staff work while promoting other firm

Qualifications

• Experience in tax compliance and advisory roles.
• Drafting reports for tax planning.
• Experience with trusts and high-net-worth individuals.

Responsibilities

• Manage a portfolio of tax cases including trusts and HNW clients.
• Draft reports and letters providing tax advice including IHT planning, residence and domicile.
• Meet with clients to understand and advise on tax planning needs.
• Provide CGT advice on property and shares for UK and non-UK residents.
• Review junior staff work and contribute to their development.
• Provide and manage compliance services including self-assessment returns and computations.
• Promote other firm services, including financial planning.

Skills

Tax compliance

Tax advisory

Trusts

HNW clients

ATT/CTA

Client communication

Education

ATT or CTA

Job description

The Role:

Are you a tax professional eager to accelerate your career within a firm that prioritises your growth and development?

Here you will have the opportunity to deliver exceptional tax compliance and advisory services to a diverse portfolio of personal tax clients. This includes working with trusts and high-net-worth (HNW) individuals. You will play a crucial role in ensuring our clients receive top-tier service, leveraging your expertise to navigate complex tax matters and provide insightful advice. My client are committed to supporting your professional journey, offering continuous learning opportunities and a collaborative environment where your skills and career can flourish.

Day to day responsibilities:

• Look after a portfolio of cases, including some trusts as well as high net worth individuals
• Drafting reports and letters providing tax advice including IHT planning, residence and domicile
• Meeting with clients to ascertain and advise on their tax planning needs
• Undertake CGT advice on property, shares etc for both UK resident and non-UK resident individuals
• Reviewing the work of more junior staff and contributing to their professional learning and development
• Providing and managing compliance services including preparing and reviewing self-assessment tax returns and computations
• Actively seeking opportunities to promote other departments within in the firm, and in particular the services of our financial planning colleagues
• Request, collate and maintain client information
• Correspond and deal confidently with client enquires
• Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms, in the delivery of an excellent client service

About You:

• Previous experience in a tax compliance and advisory role and drafting reports
• ATT or CTA qualified (or equivalent) with up-to-date technical knowledge
• Understanding of compliance standards imposed by the various regulatory authorities for tax
• Organised and able to plan time efficiently in order to meet deadlines
• Professional and discreet in demonstrating client care, with the ability to build rapport quickly with clients

Group life assurance - up to four times your core salary

• Group income protection
• Health cash plan to help cover the costs of everyday healthcare
• Option to buy 5 extra days holiday*
• Counselling and support for you and your immediate family
• Virtual GP for you and your immediate family
• Cycle to work*
• One volunteering day per year to support local organisations

Please note: these benefits are provided via a salary exchange and are subject to employee's post exchange hourly rate remaining above the national minimum wage*