Senior Manager - Private Client Services (law firm partner compliance)

TN United Kingdom; Newcastle upon Tyne; Hybrid; GBP 50,000 - 90,000; Full time

Job description

Senior Manager - Private Client Services (law firm partner compliance), Newcastle upon Tyne

Location: Newcastle upon Tyne, United Kingdom

Job Category: Customer Service

EU work permit required: Yes

Job Reference: dfcc0bc4f461

Job Views: 2

Posted: 13.04.2025

Expiry Date: 28.05.2025

Job Description:

What will you be doing?

We’re seeking a talented individual to join our Private Client Tax team in Newcastle, to be part of a dedicated law firm compliance function. You will be responsible for reviewing tax returns for law firm partners, prepared by other team members, ensuring appropriate feedback is given. You will ensure internal deadlines are met and work with the client relationship team to discuss any planning opportunities or client queries. Each client is different, and the services provided will differ for each, so an agile and professional working style is essential to enable you to adapt to different clients. This role will develop to eventually take over the client relationship responsibilities and you have the opportunity to shape the role and function from the start.

As a Senior Manager, your responsibilities will include among others:

• Deliver excellent client service by maintaining client relationships
• Manage a portfolio of personal clients with complex tax affairs
• Day to day responsibility for meeting both client and compliance deadlines, monitoring time limits and elections
• Assisting Partners in, and where appropriate, lead tax planning projects such as non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issues
• Manage HMRC enquiries together with any disclosures to HMRC via the worldwide disclosure facility or the offshore disclosure unit
• Responsible for billing and monitoring budgets
• Review compliance and basic advisory work prepared by more junior members of staff
• Engage in personal business development activities and support business development activities of the team
• Ensuring internal procedures are adhered to and responsible for some departmental administrative tasks

To be successful in this role, you should:

• Qualified Chartered Accountant and/or Chartered Tax Adviser
• Significant relevant experience gained within a professional services firm, particularly dealing with law firm partners and/or partnerships.
• Demonstrable experience of managing complex compliance issues.
• People management and organisational skills.

As a colleague here at S&W you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.