Tax Manager

Grunberg & Co., Ltd.; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

Grunberg & Co., Ltd. in Greater London is seeking a full-time Tax Manager with at least 7 years of experience. This role involves liaising with clients and managing a diverse portfolio, providing expert tax solutions, and developing new business opportunities.

The position offers agile working options, mentoring by a partner, and monthly training to ensure continuous professional development. Strong communication skills and the ability to build relationships are essential.

Qualifications

• Minimum of 7 years’ practice experience in tax management.
• Ability to manage a portfolio of diverse clients.
• Experience in preparing and submitting R&D reports to HMRC.

Responsibilities

• Responsible for managing a portfolio of clients.
• Provide tax solutions to commercial issues faced by clients.
• Identify and develop new business opportunities.

Skills

Tax technical advisory work

Communication skills

Client relationship management

Business development

Education

CTA qualified or equivalent experience

Tools

CCH software

Microsoft Office

Job description

We require a full‑time Tax Manager with a minimum of 7 years’ practice experience. You will report directly at partner level and should be CTA qualified although QBE would be considered and you should be able to deal with technical advisory work, tax technical queries from other departments and experience in reviewing complex tax returns.

Our clients range from private individuals to owner managed businesses, entrepreneurs, charities, and large limited companies across a broad range of industries. To ensure we meet our core values of quality of service, client care and commercial advice in plain and simple English, in this ever‑changing technological world, we continue to develop our processes and procedures to meet our client’s needs. We are continually growing via word of mouth and our reputation. It is an exciting time to join our team to progress your career in tax. This position offers agile working, allowing you to work remotely and flex your hours. You will receive support throughout your career progression with a dedicated partner mentor to guide you, monthly 1‑2‑1’s and training to keep you up to date with your knowledge and skills.

Personal Attributes

We look for positive, independent, and progressive individuals. We expect you to have good communication skills and the confidence to liaise and build relationships with clients and other key personnel and senior management. You need to have the ability to approach your work commercially enabling you to meet deadlines and budgets. You should be self‑motivated, use your initiative and have the ability to work with minimal supervision. You will be responsible for your own portfolio of clients and will be expected to manage these through building client relationships, keeping open lines of communication to both the client and the partner with regard to any issues. You will be responsible for the mentoring and training of staff. You should also be able to:

• manage and add value to the firm’s business relationships.
• identify and develop new business opportunities for the firm using existing business relationships, or by building and developing new opportunities for business development.

Professional Experience

Managing a portfolio of clients (including individuals, sole traders, partnerships and trusts). You should have a strong technical and commercial grounding in tax with the ability to apply this to identify and provide practical solutions to tax and commercial issues faced by clients.

Knowledge and experience of:

• Preparing, reviewing and submitting research and development (R&D) reports to HMRC.
• Inheritance tax and lifetime planning. Also advise on reliefs such as BPR.
• Shares schemes such as EMI and CSOP and their implementation.
• Treatment of expenditure for corporation tax purposes.
• Capital allowances and use of allowances such as the Annual Investment Allowance.
• VAT implications of transactions.
• Stamp Duty Land Tax and ATED, as well as the reliefs available from these taxes.
• Income tax, capital gains tax and inheritance tax planning for non‑UK domiciled individuals.
• Income tax reliefs such as loss relief and pension relief.
• Capital gains tax reliefs such as business asset disposal relief, principal private residence relief, rollover relief and gift relief.
• Venture capital schemes such as Enterprise Investment Scheme and Seed Enterprise Investment Scheme, as well as obtaining advanced assurance.
• Preparation of tax clearances in relation to corporate restructuring and other relevant transactions.
• Anti‑avoidance provisions such as transfer of assets abroad, gains attributed to UK resident individuals under s3 and s87 TCGA 1992 and transactions in securities.

Software Skills

• Excellent knowledge of CCH.
• Good knowledge of Microsoft Office products essential.