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Blick Rothenberg Global Business Services Limited
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London, Greater London
Private Client Tax Assistant Manager
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Job Type: Full-time |
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Overview
Title: Private Client Assistant Manager Reports to: Tax Partners, Directors and Senior Managers Working with: Partners, Managers and staff across the department and the wider firm Location: 16 Great Queen Street, Covent Garden, London, WC2B 5AH Who are Blick Rothenberg? Blick Rothenberg is a tax, accounting and business advisory firm that puts our people and client relationships first. Our partner-led approach ensures that we provide a high quality service from our team of high-quality people. Combining technical expertise with personal integrity, we offer audit, assurance and business advisory services, as well as advice on corporate and personal tax matters. We want success for our people, our clients and for our business One of our differentiators has always been our ethos and culture, both within the firm and with our clients. We have a nurturing culture that is caring and protecting of our people alongside an environment where they can develop and flourish. This ethos is also reflected in the way that we work with clients, taking time to understand their business and investing in the relationship to ensure that we can provide the best possible advice. In order to help preserve this winning formula, to help pass it on to new joiners to the firm and to explain it to new clients, we have articulated our approach in the firm's values of honesty, respect, pride and openness. Summary This is an exciting opportunity to join a well-established private client practice with high quality, complex private clients. The existing and growing client portfolio ranges from UHNW and OMBs to non-doms and all types of UK/offshore trusts and foundations. The individual sought will be responsible for the management and delivery of work on their portfolio which will include the review of compliance cases and advisory work on a range of private client issues. The individual should be used to handling both the advisory and compliance aspects on their existing portfolio and be looking for the opportunity to increase their skills and experience. This is a unique role with an interesting and varied client base. Key Responsibilities Providing an efficient, client focussed and proactive service to meet the needs of private clients; Working with partners, directors and senior manager to prepare proposals for clients and deliver advice to a range of private clients; To meet new clients with the appropriate partner/director and be a main point of contact with those clients going forward; Managing day to day client portfolio including billing, delegation and monitoring work in progress; Ensuring that the company's risks are managed appropriately; Liaising with HMRC in relation to client matters and dealing with enquiries from HMRC; To liaise proactively with clients on advisory matters; To review personal tax returns prepared by more junior members of staff. Requirements ACA, CTA qualified or able to demonstrate the appropriate level of experience Capability to work independently; Experience of private client tax planning and advisory services; Ability to prioritise and, where appropriate, supervise and develop staff; Technically capable - able to undertake relevant research and deliver advisory work as well as tax compliance for private clients; Good client relationship and communications skills; Commercially aware; Strong delivery skills and ability to work effectively to deadlines; Ability to provide clear and concise advice both orally and in writing. Benefits In addition to a competitive remuneration package, Blick Rothenberg also encourages and provides continued professional development. We have flexible working hours and the option to buy and sell holiday. Blick Rothenberg and CogitalGroup Blick Rothenberg is part of CogitalGroup, an international business services group supporting entrepreneurial businesses, their owners and managers in achieving long term, sustainable success through the provision of critical business support and advisory services. This allows Blick Rothenberg to continue to deliver the high quality, partner-led service we have always provided, but with greater resource and the additional coverage that being part of a larger organisation provides.