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RSM UK
,
London, Greater London
Private Client Tax Manager
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Job Type: Full-time |
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Overview
Overall Job Purpose To manage and\ncontrol a substantial portfolio of High Net Worth clients, ensuring both\nexcellent client service and making a significant contribution towards the overall future development\nand success of the Private Client team. The\nclients will be a mixture of UK domiciled, non-domiciled, resident and\nnon-residents including some clients with offshore trusts. Responsibilities To act as day-to-day tax point of contact, managing a portfolio of private clients, and to practice the principles of excellent client service at all times. Deal with work as it arises on the portfolio including the annual compliance cycle. To build new and existing client relationships and identify business development opportunities. To manage assignments in accordance with the firm’s standard procedures and confirm arrangements with the client, including likely costs and billing arrangement. To ensure tax quality at all times by adhering to the firm’s quality standards. To provide tax planning and advice working closely with colleagues and other departments in order to add value to the client. To provide adequate briefing, supervision and training for junior staff and review work completed by junior staff for adequacy and completeness. To develop and maintain an advanced level of technical knowledge through appropriate reading and courses, and to fulfil the professional bodies’ CPE requirements including maintaining an awareness of the firm’s specialist services and publications, attending staffing meetings and training. Carry out any other duties as are within the scope, spirit and purpose of the job, the title of the role and its grading, as requested by the line manager, Head of Department or any Partner.