Private Client Tax Manager

Private Client Tax Manager
Location: London
Contract: Permanent
Salary: £60,000 - £75,000 per annum (dependent on experience)
Start Date: Flexible
*Hybrid Working*
Contact: greg.waite@servicecare.org.uk

Job Description
Service Care Solutions are currently recruiting on behalf of a Top 50 Chartered Accountancy in London for a Private Client Tax Manager to join the team on a permanent basis. This is a mixed compliance/advisory role which will involve a high percentage of non- UK domicile cases. Running a portfolio of compliance cases along-side supporting seven private client partners with advisory work. There will also be staff management and development involved.

Main Responsibilities

Responsibility for a mixed portfolio of personal tax clients, including specifically non-doms, HNWIs, sole-traders, partnerships, and offshore trusts. Assisting partners on the delivery of advisory work which will include the preparation of reports on matters such as IHT planning (including UK trusts), residence, pre-arrival planning, offshore structures (involving offshore trusts and companies) and planning work in anticipation of the new rules for non-doms from 6 April 2025. Preparation and attendance at both existing and potential new client meetings, setting budgets for the follow up work, and ensuring the work is carried out in a timely manner and within budget. Liaising with clients on routine and ad-hoc assignments including correspondence by email, telephone and face to face meetings. Matters to include inheritance tax, income tax and capital gains tax. Correspondence with HMRC in relation to s9A enquiries and preparing disclosures under the digital disclosure facility. Overseeing the collation of all the information needed to prepare the tax return involving liaising with other third-party professionals and the clients themselves. Dealing with all aspects of income tax (including National Insurance) and capital gains tax including reviewing PAYE coding notices where appropriate. Reviewing tax returns prepared by other members of staff for approval by the client and for then electronically filing them. Promptly dealing with routine post received in connection with those clients. Prioritising and organising own work to ensure consistently high standard of client care and to meet HMRC deadlines – working without supervision and to show initiative in dealing with clients’ affairs. Billing clients on a quarterly basis, including making reserves and keeping partners up to date with any billing concerns.

Candidate Criteria

CTA Qualified is an essential requirement Minim of 5 years Private Client Tax experience Experience and up-to-date knowledge is required of non-doms and offshore structures Client facing experience is required including being comfortable speaking to and meeting with clients on a regular basis Working knowledge of CCH packages and good organisational skills are key Great communication skills with the ability to work well on own initiative as well as part of a team.

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk

Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.