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Private Client Tax Manager

Employer
RSM UK
Location
Manchester, UK
Salary
Competitive
Closing date
Nov 11, 2019

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Job Role
Tax Compliance
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Private Client Tax Manager We are searching for an experienced Private Client Tax Manager We are currently looking to recruit a skilled Tax practitioner who would take on and oversee the development of the Private Client area of our Tax team. This is a fantastic opportunity to make a significant contribution towards the overall future success of our Tax department, develop your advisory skills, and manage an enthusiastic team of tax professionals. For the right candidate the role could lead to partnership. You would manage the complex tax affairs of a portfolio of high net worth clients, practising the principles of excellent client service gained through years working as a Manager within previous high-profile tax accounting roles. A broad and deep understanding of entrepreneurial clients and issues facing owner-managed businesses and shareholder transactions will be required. The role will suit a confident individual looking to take on an active role in identifying business development opportunities, preparing proposals for prospective clients, as well as attending networking events. 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 Good standard of education, particularly in Maths and English CTA/ATII qualified or equivalent would be preferred Previous experience operating at Manager level in a similar role is required Proven experience in client handling Ability to manage complex advisory projects on "core" private client issues (for example inheritance tax and capital gains tax planning etc. Proven tax experience in producing high quality work within budget An understanding of issues affecting entrepreneurial type clients, owner managed businesses and shareholder transactions Business development experience and interest in this area of work. Experienced hire Permanent MANCHESTER Private Client Tax

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