Private Client Tax Manager
This staunchly independent firm has a reputation for tax excellence and a stellar client base.
The head of private client tax is keen to recruit an experienced portfolio manager to handle all aspects of your clients' tax affairs.The client base includes HNWI, entrepreneurs, non res/non-dom individuals and trusts. This is a compliance centred role with ownership of your work load, reporting to directors and partners and with bags of contact with clients and third party intermediaries.
Your responsibilities will include:
• The preparation of Self Assessment Tax Returns and supporting documents.
• The completion of CGT returns.
• The calculation of overall tax liability.
• Checking and responding to correspondence from HMRC.
• Liaising with clients to keep them fully updated.
• Assisting with ad hoc planning work as required.
• Managing WIP and billing.
This role would suit an experienced private client tax specialist looking for an autonomous role but with plenty of help on and if needed. The firm has fully embraced hybrid working with 2 days per week WFH.
For more information on the firm and role, get in touch with Cathy on 020 3303 0020 or email [email protected] or check out the website for this and more vacancies, and career advice
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