Private Client Tax Manager to Partner

Permanent @Will Palgrave-Moore in Accountancy
  • Norwich, Norfolk View on Map
  • Post Date : 7th May 2024
  • Salary: £60,000.00 - £110,000.00 / Annual
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Job Description

Atkinson Moss have been engaged to assist this leading practice as they seek to grow their Private Client team. We are looking for someone to actively manage the delivery of the private client offering for the team, including making suggestions for improving internal processes and efficiencies. This will include mentoring the team to develop their soft skills and providing technical training periodically.

Location: Norwich

Salary range: £60,000-£110,000 doe

Key responsibilities:

  • Provide support to partners and directors in the effective running of the team and in winning new work
  • Managing a portfolio, consisting of a mix of clients with multiple sources of earned and investment income.
  • Driving the delivery of technical advisory work on the portfolio.
  • Dealing with one off advisory and compliance assignments.
  • A key point of contact for the client.
  • Dealing with large partnerships and high net worth individuals.
  • Dealing with a wide range of capital gains tax issues.
  • Overseeing the UK tax return filling process for a broad variety of clients.
  • Monitoring team progress against targets.
  • Providing feedback and giving input into staff appraisals, as well as direct responsibility for appraising staff.
  • Monitor progress and encourage the personal development of all team members.
  • Ability to produce work to a high standard.
  • Make suggestions and implement changes in order to improve efficiency within the team.

 

Skills & expertise:
The candidate should have experience in advising on a wide range of tax issues which should ideally include the following areas:

Technical expertise:

  • ATT & CTA Qualified, or professionally qualified with demonstrable relevant experience.
  • Advanced understanding of core private client tax issues, including personal tax anti-avoidance legislation.
  • Confidently interacts with HMRC regarding complex issues on behalf of clients.
  • Delivers advice confidently in transactional, litigious, or confrontational circumstances.
  • Reporting on tax and other implications of incorporation of self-employment and businesses.
  • Experience in Self-Assessment and preparation of tax computations.
  • Demonstrable experience of report writing and ad hoc advisory work.
  • Previous supervisory and management experience including reviewing the work of others.
  • Planning for mitigation of Inheritance Tax including use of trusts and tax effect of lifetime transfers.
  • Dealing with enquiries into all aspects of direct taxation including experience of settlement and penalty negotiation.

Client experience:

  • Private clients and proprietors of owner managed businesses (self-employed, partnerships and small companies)
  • Non-UK domiciled and non-resident clients, ideally including non-UK resident trusts.
  • UK and non-UK based high net worth individuals.
  • Property owning clients using corporate vehicles and trusts.
  • UK trusts and experience of UK trust account preparation and review is desirable.

 

In the first instance, click apply and we will be back in touch to confidentially discuss further

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