Private Client Tax Manager

SRLV; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Private medical insurance

24 days annual leave

Cashback scheme for medical expenses

Group Life Insurance

Mental and Physical Health Support

Regular social events

Cycle to work scheme

Season ticket loans

Excellent office space

Job summary

A mid-tier firm of chartered accountants based in London's West End is seeking a CTA qualified Manager to manage a diverse portfolio of clients, providing high-level tax support and advisory services. This role requires strong technical knowledge and exceptional communication skills. The successful candidate will oversee a portfolio primarily comprising high net worth individuals and owner-managed businesses. The position includes flexible working arrangements, and a variety of perks such as private medical insurance and generous annual leave.

Qualifications

• Experience of managing projects to deliver quality products on time and within budget.
• Experience in reviewing work and providing feedback.
• Desire to expand knowledge and experience.

Responsibilities

• Manage a portfolio of approximately 100 clients.
• Provide expert advice to clients through various communication methods.
• Work with senior staff and Partners to manage deadlines and client expectations.
• Delegate and train junior staff.
• Manage billing and recoverability for the portfolio.

Skills

Strong technical knowledge

Impeccable communication skills

Excellent workload management

Self-starter

Commercial awareness

Education

CTA qualified

Job description

We are a mid-tier firm of chartered accountants, business management specialists and corporate and private client advisors based in London’s vibrant West End. The business has bloomed through organic growth and strategic acquisition to a 215-strong staff across four divisions working worldwide.

Our services are diverse, multi-disciplined and multi-jurisdictional. From premium restaurants, prime property and international corporates, to established names in music, entertainment and sport, we have an inspiringly diverse client base that is rewarding and exciting.

Founded on the principles of a family business, people are the beating heart of SRLV. Relationships of trust, whether with our staff, clients or professional network, come first. When expanding our team, we look for inherent ability, energy and drive. Intelligent, interested, considered people who want to be seen and respected as individuals, who will collaborate and add another dimension to the high quality service we deliver and the team we are.

We see everyone as individuals, valuing unique traits and special strengths. Our diverse workforce, where over 20 languages are spoken, has a breadth of cultural experience from which we all learn. Unique insights and alternative ways of thinking keep our approach fresh and our minds open.

THE ROLE

With the firm’s growth has come an opportunity for a CTA qualified Manager to provide high level tax support to the Partners and manage a portfolio of clients together with ad-hoc consultancy work.

This is an extremely varied role and as such, requires an individual who is keen to get involved in all areas of their clients’ taxation requirements, both compliance and advisory.

This opportunity will appeal to an ambitious tax professional looking for a diverse and interesting portfolio with plenty of client contact.

KEY RESPONSIBILITIES

• Taking responsibility for the management of a portfolio of approximately 100 predominantly HNWI and OMB clients
• Building strong and successful relationships and providing expert, timely and comprehensive advice face to face and via phone and email
• Working successfully with other Managers, more senior staff and Partners across the firm to ensure that all deadlines and client expectations are met, highlighting any delivery issues and suggesting approach to rectify
• Regularly updating the Partners to discuss client issues or concerns and managing their input as appropriate
• Providing proactive and innovative solutions to clients
• Attending new business meetings and assisting with new client proposals
• Delegating and training junior staff to assist in client work
• Supervising, overseeing and reviewing work undertaken by junior staff
• Managing WIP, billing and recoverability for the portfolio
• General administration as per the requirements of the portfolio

WHO YOU ARE

Experience and Knowledge

• Technical all-rounder with a desire to increase and expand knowledge and experience
• Experience of managing projects to deliver a quality product on time and within budget
• Experienced in reviewing the work of others, providing feedback and support as necessary

Skills and Qualities

• Strong technical knowledge and commercial awareness
• Impeccable communication skills – both written and verbal – with the ability to provide a professional yet personal service and communicate technical information to clients in a simple, clear and effective manner
• Appreciate the bigger picture of the client’s affairs, including the ability to show initiative and find solutions to problems
• Confident, ambitious and with the ability to cope in a fast-paced environment, delivering work to agreed timescales
• Excellent workload management and interpersonal skills
• Self-starter with the ability to work outside defined parameters
• Excellent work ethic and desire to provide a superior client service

WHAT WE OFFER YOU

• Fantastic private medical insurance.
• 24 days annual leave plus bank holidays and 3 additional days over the December holidays
• Cashback scheme for medical expenses
• Group Life Insurance
• Mental and Physical Health Support
• Regular social events and activities – including pizza, breakfast and/or drinks on the rooftop terrace, office, or local venues
• Cycle to work scheme
• Season ticket loans
• Excellent office space in Fitzrovia

ADDITIONAL INFORMATION

• 9.30am-5.30pm, Monday to Friday
• Flexible working: 3 days (+) in office, 2 days at home