Tax Manager - Private Client

Sumer Group; Chichester; In loco; GBP 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

Sumer is seeking a Tax Manager for its Private Client team located in Chichester. The role focuses on private client tax advisory and compliance, serving high-net-worth clients with the support of partners and directors.

Ideal candidates will have CTA (preferred) with ATT/ACA/ACCA considered if relevant private client experience. You will manage a client portfolio and engage in meetings, reporting and technical analysis.

Competenze

• CTA preferred; ACA/ACCA acceptable with relevant private client tax experience.
• Experience in private client tax advisory and compliance.
• Experience with high-net-worth individuals, families and trusts.

Mansioni

• Work on private client tax advisory projects for our best clients.
• Attend client meetings and write reports with technical analysis.
• Manage your own portfolio of clients and related tax advice.
• Handle private client tax compliance including annual returns and advisory work.
• Identify and resolve technical issues or escalate as needed.

Conoscenze

Private client tax

Inheritance tax

Capital gains tax

Trusts

Estate planning

Communication

Advisory experience

Compliance

Formazione

CTA

ATT/ACA/ACCA with relevant experience

Descrizione del lavoro

Tax Manager - Private Client

Department: Personal Tax

Employment Type: Permanent

Location: Chichester

Description

We are looking for a highly motivated Manager to work within our Tax Private Client Tax Team based in our Crawley, Brighton or Chichester offices. The position would suit a motivated, dynamic individual with experience of private client taxation matters. Training and support will be provided to the right individual to further develop existing tax knowledge.

The CTA qualification is preferred however ACA or ACCA qualifications are acceptable where you have the right private client tax experience. You will already be working within a dedicated private client tax team. The role will involve tax compliance and advisory work with the support of tax partners and directors. We will consider someone whose previous experience had a substantial compliance focus but who is now keen to focus on private client advisory work.

Key Responsibilities

The role would include:

• Working on private client tax advisory projects for our best clients
• Attending client meetings
• Writing reports, preparing technical analysis and involving specialists within the team, where appropriate, to prepare or review tax advice.
• Managing your own portfolio of clients
• Working on tax compliance relating to the client portfolio, including work on annual tax returns and associated tax advice to clients
• Identify and resolve technical issues, or elevate as appropriate

Examples of work you would assist the team with include:

• Capital gains tax advice and planning in relation to the sale of a business
• Advice on the latest IHT rules affecting pensions or business and agricultural assets
• Implementing new company structures for investment companies or family businesses
• Assisting in the preparation in the of complex tax calculations and returns
• Dealing with the advice in relation to trust and 10-year charges

Skills, Knowledge & Expertise

• Proven experience working within Private Client Tax.
• Strong knowledge of inheritance tax, capital gains tax, trusts, and estate planning.
• Experience managing both advisory and compliance work for high-net-worth individuals, families, and trusts.
• Excellent communication and relationship-building skills.
• CTA qualified is advantageous; however, ATT, ACA, or ACCA qualified candidates with relevant private client tax experience will also be considered.
• Candidates with a strong compliance background who are looking to develop their advisory experience are encouraged to apply.

Belong @ Sumer

At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.

Our values represent what matters most to us and guide how we work every day:

• We Shine Together
• We Do the Right Thing
• We Make It Count

We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated