Private Client Tax Compliance Manager

RSM UK ,
Chester, Cheshire
More Details
Job Type: Full-time

Overview

We currently have an opening within the Tax team at our Chester office for a Private Client Tax Compliance Manager. If you are looking for an opportunity to develop skills and experience already gained within previous tax practice, then we would love to hear from you. The role is client-focused; you would provide timely and accurate delivery of tax services on behalf of a portfolio of personal clients, ensuring that all receive a first-class service, at all times. You will be expected to build and maintain effective relationships, with the intention of making you an indispensable resource for our clients’ tax compliance affairs. There will also be the opportunity to undertake advisory work, providing opportunities to further develop relationships with both new and existing clients. The position also provides the opportunity to act in a people manager capacity to the team, working closely with our Associate Director to coach and develop Tax trainees, reviewing work and providing training where required, as well as support Tax Seniors and Managers on more complex technical assignments. Overall job purpose To manage and control a substantial portfolio of High Net Worth clients in the office, ensuring both excellent client service and making a significant contribution towards the overall future development and success of the office and firm. A broad understanding of entrepreneurial-type clients, issues facing owner-managed businesses and shareholder transactions would be useful. Responsibilities: To ensure that the clients’ tax affairs comply with statutory requirements, and to manage work efficiently To manage the assignment in accordance with the firm’s standard procedures and confirm arrangements with the client, including likely costs and billing arrangements To ensure tax quality at all times by adhering to the firm’s quality standards To identify and advise on tax planning opportunities and to undertake specialist technical assignments as required To brief junior staff on the client’s business and the pre-assignment instructions, to supervise and control the completion of work, and to undertake ‘on the job’ training and appraisals where necessary To ensure that the job is completed within budget, and to discuss all materials points arising with the assignment partner in the first instance and client immediately, particularly in relation to any anticipated overruns To liaise with the client throughout the year and to practise the principles of excellent client service at all times To ensure that appropriate liaison takes place with all other departments, and that all potential client needs are identified and serviced accordingly To develop a detailed knowledge of the firm’s specialist services and to undertake special work in response to client needs where appropriate To perform the firm’s review and completion procedures, to attend meetings with the client, and to ensure that the client subsequently receives completed work on time To ensure the work meets targeted recovery, and to bill clients on a timely basis To maintain an advanced level of technical knowledge through appropriate reading and courses, and to fulfil professional bodies’ CPD requirements To research and prepare proposals for new work, and to take part in formal presentations to prospective clients To take an active involvement in all seminars, and to effectively follow up contact made Attend staff meetings and training as required Maintain an awareness and observation of Health and Safety issues within the firm, and report any concerns to the Health and Safety Representative 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

People also viewed