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Blick Rothenberg Global Business Services Limited
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London, Greater London
Private Client Tax Manager
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Job Type: Full-time |
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Overview
Job title: Private Client Manager Reports to: Tax Partners and Directors Working with: Managers, Directors and Partners across the department and the wider company Employee type: Permanent Location: 16 Great Queen Street, Covent Garden, London, WC2B 5AH 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. To read more about our values please click here https://about-us/our-history-values/. What we offer Blick Rothenberg offers nurturing and collaborative working culture that is caring and protecting of our people alongside an environment where they can develop and flourish. In addition to a competitive remuneration package, we offer a range of flexible benefits and flexible hours of work. There are also opportunities to become involved in collaborative working groups to help shape our strategy. Summary Our practice has a wide variety of clients ranging from traditional UK resident and domiciled individual the owners of private businesses, chief executives, UHNWIs, non-doms and all types of UK/offshore trusts and foundations. The individual must be technically strong and be interested in working on a range of client matters. They will be able to develop their specialism within the team should they wish to or be a broad generalist. We do not expect the successful candidate to have experience across our full range of clients and we would anticipate that they would come to us either with an OMB or non-dom private client focus. The individual sought will be responsible for the management and delivery of work on their portfolio and in addition to this be willing to tackle new projects (with appropriate support) and have a "can do" attitude. Job Description To provide an efficient and proactive service to private clients. Tax planning including personal/business tax planning for property investment and development activities, non-domicile issues (including remittance planning), trusts, capital taxes and planning for shareholders. To liaise proactively with clients on advisory matters. To work with partners on complex technical assignments. To manage day to day client portfolio including billing, delegation and monitoring work in progress. To review personal tax returns prepared by more junior members of staff and be a technical point of reference. To assist in marketing private client services alongside the partners and directors. To assist with managing members of staff. Requirements ACA and/or CTA or able to demonstrate the appropriate level of experience Solid technical background Experience of private client tax planning and advisory services including trusts and non-domicile issues Commercial awareness Excellent client facing skills Ability to prioritise Supervisory skills Strong written and oral communication skills Assertiveness and confidence in own knowledge and ability Desire to continue to develop as a private client practitioner Key responsibilities & skills Ability to build strong relationships with our clients and our internal teams; Excellent communication skills, both internally with colleagues and externally with clients; People are at the heart of our business and a successful candidate will demonstrate strong leadership skills and act as a mentor and role model for more junior team members, encouraging and ensuring retention and development of staff. 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.