Private Client Tax Manager or Director

Michael Page Finance ,
Horsham, West Sussex
Job Type: Full-time
Salary: £50,000 per annum

Overview

A Manager or Director is sought within this highly skilled tax team. Based near Horsham, you will work closely with the wider client facing team to deliver a high quality tax service to private clients and entrepreneurs at all times whilst building up your own knowledge and expertise in the tax department. Client Details An exciting and independent boutique accountancy practice who specialise in accountancy, tax, and advisory services to a significant client portfolio. The business is a Sussex based organisation who's core client base is include owner-managed ventures, corporate organisations and numerous private individuals and HNWIs across the South East. Description A Manager or Director is sought within this highly skilled tax team and your role will mostly be advisory focused. Based near Horsham you will work closely with the Director to deliver a high quality tax service to private clients and entrepreneurs at all times whilst building up your own knowledge and expertise in the tax department. Typically services include: Wealth planning. Inheritance Tax planning. Trusts, Estates including offshore trusts. Residence and domicile issues including those coming to or leaving the UK. Tax Investigations Business Tax advice You will be responsible for a portfolio of recurring client work, including owner-managed businesses and their shareholders, people with inherited family wealth, trusts and company directors. Managing a portfolio of clients, including acting as one of the main points of contact for the client and liaising with other advisers. Maximising advisory opportunities from your portfolio of clients, dealing with ad hoc advisory and planning Issues as they arise with collaboration with more senior or junior members of the team as required for delivery of the project. Preparing tax advisory letters, memos and reports, and reviewing drafts prepared by more junior members of the team. Overseeing the annual compliance cycle on your portfolio. Reviewing tax returns, correspondence and advice drafted by more junior members of the team. Working with more senior members of the advisory team to develop your advisory capabilities. Maintaining an up-to-date technical knowledge of personal, trust and business tax matters. The successful candidate will be professionally qualified with experience gained in the Private Client Tax - to discuss the opportunity in greater detail please send through your CV. Profile Committed to a career in tax and have relevant experience in general practice, preferably in a mid tier / Top rated practice environment or a legal practice. Confidence in dealing with Senior leadership and working with clients Good organisational and interpersonal skills, and provide accurate work in a timely and cost-effective manner Motivated, committed and flexible, with the ability to meet deadlines; a natural team player, with a positive and enthusiastic attitude. Candidates will be ATT, ACA, ACCA, CTA and or STEP Diploma or qualified by experience Previous experience of using tax return software is assumed, as is use of Outlook, Word and Excel. Job Offer Top rated boutique practice based near Horsham Very competitive annual salary depending upon experience. £50,000- £70,000 Full benefits package Excellent work life balance and flexible working