Job Description

The Firm: We are partnering with a distinguished UK chartered accountancy firm, recognized among the top 25 in the nation. This reputable organization is known for its astute commercial acumen, offering a personalized, partner-led service tailored to serve a diverse clientele, including entrepreneurial small and medium enterprises (SMEs), large corporations, Not for Profit entities, and high-net worth individuals.

Our clients span various industries and backgrounds, and our esteemed reputation is built on a foundation of delivering high-quality advisory services efficiently and cost-effectively.

Established in 1933, our client practice is home to 26 partners and approximately 280 dedicated professionals, offering a comprehensive range of services encompassing audit, corporate taxation, private client services, VAT, and forensic accounting. We also boast specialized sector groups providing in-depth industry expertise.

The Department: Our thriving Private Client department comprises 30 dedicated specialists led by a team of 6 Partners, a Consultant, and 2 Directors.

The Role: We are currently seeking a talented Manager to join our expanding Private Client Tax team.

The successful candidate will primarily support our Head of Tax, a Partner, in managing an extensive portfolio of UHNW clients. They will become an integral part of our enthusiastic, high-achieving, and motivated team.

Duties & Responsibilities: As a Manager, your key responsibilities will encompass overseeing the day-to-day operations of a client portfolio, including:

• Providing technical guidance and seeking input from Directors and Partners when necessary
• Managing and organizing client billing processes
• Serving as the secondary point of contact for key clients
• Participating in business development activities, including client pitches and general BD efforts
• Supervising junior staff, offering feedback, and addressing queries as needed
• Identifying opportunities for business development and cross-selling
• Coordinating the compliance process for clients
• Attending manager meetings and contributing ideas for departmental improvements
• Fulfilling other ad hoc duties in alignment with the role's requirements

The Candidate: The ideal candidate should possess the following qualifications and attributes:

• A minimum of 6 years' experience in personal tax within a practice setting
• Proactive approach to tasks and challenges
• Strong team collaboration skills
• Ability to work effectively under pressure and prioritize tasks
• Excellent communication and organizational abilities
• Experience in handling non-domiciled individuals (non-doms) and high-net-worth individuals (HNWIs)
• Proficiency in Microsoft Office applications
• A combination of corporate and personal tax experience
• Prior experience in reviewing tax returns and managing client portfolios
• Commercial awareness in billing and marketing matters
• CTA qualification preferred, while familiarity with Digita software is advantageous (training will be provided if necessary)

The Benefits: We offer competitive compensation along with a comprehensive benefits package, including:

• Competitive salary
• Group Life Cover
• 25 days of annual leave upon commencement
• Flexible holiday buying and selling scheme
• Hybrid working policy, allowing for at least 2 office days per week, with a core hours system in place
• Permanent Health Insurance (PHI)
• Contributory Private Health Scheme
• Non-Contributory Health Cash Plan
• Season Ticket Loan (after qualifying period)
• Discounted Gym Membership
• Pension Scheme
• Cycle voucher scheme

If you possess the qualifications and skills outlined above and are seeking an opportunity to excel in a dynamic environment, we encourage you to apply for this exciting role.