Private Client Tax Manager

Armstrong Watson; Morley; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading independent Accountancy firm in the UK is seeking a Private Client Tax Manager. The role involves delivering tax advisory services, managing projects, and leading a team. Candidates should be CTA qualified with at least 5 years of experience in a private client role. The position offers competitive salary and benefits, including a smart working policy and a pension scheme.

Benefits

Competitive salary

Pension Scheme

Annual Leave entitlement up to 26 days

Smart Working Policy

Health Shield Cash Plan

Employee Assistance Programme

Paid flu jabs and eye tests

Ongoing access to online training

Paid professional membership fees

Employee Referral Scheme

Qualifications

• Minimum 5 years experience in a Private Client based role.
• Experience of leading advisory projects.
• Knowledge of Agricultural Tax and Trust matters (Desirable).

Responsibilities

• Liaising with clients to deliver Private Client Tax Advisory Services.
• Undertaking new client meetings for Tax Advisory.
• Delivering proactive Tax planning advice for clients.
• Managing various service line projects.
• Having formal line management responsibility for Tax Seniors and Trainees.

Skills

Communication skills

Teamwork

Client management

Tax Advisory experience

Education

CTA qualification

Job description

Private Client Tax Manager

Armstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland.

Our services and advice are all centred around our Quest to support our clients to achieve prosperity, a secure future and peace of mind, which cannot be achieved without the expertise of our dedicated and valued colleagues.

With approximately 700 colleagues situated across 19 offices, our people and our culture are at the heart of what we do.

We recognise the unique impact we have on not only our clients, but also our colleagues, and the communities in which we operate.

Our success is dependent on every colleague embracing all four of our core values: Honesty, Humanity, Trust and Passion.

The Role Private Client Tax Manager

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 Leeds 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 and have a minimum of 5 years experience in a Private Client based role
• 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 up to 26 days, plus Bank Holidays
• 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
• Ongoing access to online training courses and materials
• Paid professional membership fees
• Charity of the Month
• Colleague of the Month
• Subsidised social events throughout the year

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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