Private Client Tax Manager

Armstrong Watson LLP; Kendal; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Pension scheme with life cover

Annual Leave Purchase Scheme

Smart Working Policy

Health Shield Cash Plan

Employee Assistance Programme

Paid flu jabs and eye tests

Introductory Commission Scheme

Employee Referral Scheme

Investment towards CPD

Paid professional membership fees

Job summary

Armstrong Watson LLP is seeking a Private Client Tax Manager to join their national Tax Consultancy team at the Kendal office. This position involves delivering Tax Advisory Services, proactive planning, and managing various projects while supporting junior team members.

Ideal candidates should be CTA qualified (desirable) with experience in advisory projects, along with strong communication and teamwork skills. The role provides competitive salary and benefits, fostering career development in an award-winning firm.

Qualifications

• Excellent communication skills both verbal and written.
• Experience leading advisory projects.
• Knowledge of Agricultural Tax and Trust matters is desirable.
• A Full UK Driving Licence is essential.

Responsibilities

• Liaising with clients and delivering Private Client Tax Advisory Services.
• Delivering proactive Tax planning advice for clients.
• Managing service line projects and reviewing team members' work.
• Monitoring work in progress, recoveries and billing.
• Having formal line management responsibility of Tax Seniors and Trainees.

Skills

Client advisory experience

Excellent communication skills

Teamwork skills

Education

CTA qualification

Job description

Private Client Tax Manager

Department: Tax

Employment Type: Full Time

Location: Kendal

The Role

Our Tax Consultancy service line operates as a national team and supports our clients from all our offices. As a result of continued growth, we are now recruiting for a Private Client Tax Manager, to be based at our Kendal office.

The main elements of this role will include but not be limited to:

• Liaising with Armstrong Watson clients and the wider team to deliver Private Client Tax Advisory Services
• Undertaking new client meetings in relation to Tax Advisory opportunities
• Delivering proactive Tax planning advice for clients
• Managing various service line projects, including reviewing the work of other team members
• Monitoring work in progress, recoveries and billing
• Having formal line management responsibility of Tax Seniors and Trainees
• Dealing with ad hoc queries from the wider firm when required

Please note that we will not be accepting candidates from agency suppliers in connection with this vacancy.

The Candidate

In order to fulfil the responsibilities of the position, we would like candidates to be / have:

• CTA qualified (Desirable)
• Experience of leading advisory projects
• Knowledgeable and able to provide advice surrounding Agricultural Tax and Trust matters (Desirable)
• A Full UK Driving Licence (Essential)
• Experience of dealing directly with clients and ensuring they receive an outstanding level of service
• Excellent communication skills (both verbal and written) when dealing with clients and colleagues across the firm
• Great teamwork skills to be able to communicate with your own team as well as the other Armstrong Watson teams across all offices

The Benefits

In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes:

• Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
• Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
• Smart Working Policy, giving you the ability to balance home and remote working
• Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
• Employee Assistance Programme (24/7 confidential support for wellbeing and health)
• Paid flu jabs and eye tests
• Introductory Commission Scheme (financial reward if you refer a new client)
• Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
• Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
• Paid professional membership fees

In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further.

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