Job Description
Our client is a well established firm of chartered accountants, tax and business advisers with offices in Weybridge and Cranleigh, Surrey. With over 50 highly skilled employees, including partners, they are a firm committed to delivering exceptional service to both individual and corporate clients.
The Role:
We are actively recruiting for our client, a proactive Tax Manager who is passionate about making a difference to join their growing team. They have a friendly and supportive working environment. Their Private Client team assists with the taxation affairs of around 1,500 private clients. Typical clients include HNWIs, Non-resident/Non Domiciled Taxpayers, Trusts & Estates, Landlords and business owners and their families.
General Duties and Responsibilities:
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Work alongside the Business & Corporate Tax Director and Mixed Tax Manager to manage routine compliance service lines
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Provide overall support to Partners on client matters and special projects including exposure to a wide variety of tax issues
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Manage a portfolio of High Net Worth clients and their day to day compliance affairs
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Responsibility for recovery rate target and profitability on pre-agreed portfolio
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Build a good rapport with clients with a clear understanding of client expectations and ensuring exceptional levels of service
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Coach, mentor and manage members of the team
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Assisting with other tax service lines including Capital Gains Tax Returns, Inheritance Tax and Trusts & Estates
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Producing well supported technical research and conclusions in relation to compliance matters
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Assisting with enquiries raised by HMRC.
Qualifications Essential:
CTA qualified or ATT with significant equivalent experience.
Skills and Knowledge required:
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Proven track record working in a small or mid-tier accountancy practice
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Technologically adept (experience of using CCH would be beneficial, but not essential)
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Experience working with high net worth individuals
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A talent for presenting complex findings in a clear and concise manner
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Work independently and as part of the team
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Ability to identify opportunities for new client work via internal and external networks
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Experience in one or more of the following areas: - o Taxation of non-domiciled/Non-resident taxpayers o Trust and estate taxation o Inheritance tax
What you can expect from our client:
Competitive salary
28 days holiday a year, made up of 25 days plus an additional 3 days to be taken between Christmas and New Year when the office closes, as well as the usual Public Holiday entitlement
Private healthcare scheme
Company pension
Opportunities for progression for those who deliver Flexible working
Professional Membership we will pay for your membership fees of the relevant professional body each year
Regular staff social events
Subsidised gym membership
Team knowledge sharing sessions