Private Client Tax Manager - In House - Remote working

Private Client Tax Manager / Senior Manager

In-house focus

Excellent opportunity to take up a brand new role within a Financial Services organisation.  Remote working is possible.  Excellent benefits including 12 additional well being days per annum and bonus. 

You will be responsible for managing a portfolio of high-net-worth clients, overseeing their tax planning strategies, and ensuring compliance with tax regulations. With your extensive knowledge and experience in tax planning, you will play a key role in providing expert advice to our clients. Your strong analytical skills, attention to detail, and client-centric approach will contribute to the success and growth of our organisation.

Responsibilities

Portfolio Management

Manage a portfolio of high-net-worth clients, understanding their tax planning needs, goals, and objectives.
Develop and maintain strong relationships with clients, providing personalised tax advice and guidance.
Ensure timely and accurate delivery of tax planning services to meet clients' expectations.
Tax Planning and Strategy

Develop and implement comprehensive tax planning strategies for clients, minimising tax liabilities while maximising financial outcomes.

Provide expert advice on tax matters, including income tax, inheritance tax, capital gains tax, and other relevant tax areas.
Stay up to date with changes in tax legislation, ensuring clients' tax strategies are compliant with current regulations.
Compliance and Reporting

Ensure accurate and timely preparation and filing of tax returns for clients, adhering to regulatory requirements and deadlines.
Review tax calculations and documentation to ensure compliance with tax legislation.
Deal with tax enquiries from HMRC in a timely manner.
Team Collaboration and Leadership

Collaborate with the Financial Planning teams to align tax strategies with overall financial planning objectives.
Support team members with their work during busy periods to ensure advice and compliance is provided to all clients in a timely manner.

Role requirements

Management of a portfolio of ‘FP & Tax’ and ‘Tax only’ clients, including preparation of annual tax returns.

Example clients:

Retired with large pension and investment in US LPs
Employed and large EIS portfolio
Family group with large incomes, family trust, rental income, foreign income, large
charitable donations
Employed, share options, investment portfolio o PE executive with other investments
Review of tax returns prepared by other team members

Example clients:

Employed, rental income
Retired, small pension, investment portfolio, charitable giving o Self employed, small business owner
Partners from a partnership
Trusts with investment portfolio
Preparation of advice for clients

Example matters:

SDLT surcharge on buying new home
Sale of foreign holiday home
Relief available for EIS investments
Joint management of large professional partnership client
Managing compliance process for c50 partners including preparing tax returns where required
Answering queries from partnership tax team and partners
Management of the Internal Tax Queries helpdesk

Support wider team with:

Preparation and/or review of periodic charges, exit charges etc
Preparation and/or review of corporation tax returns, payroll, VAT etc
Preparation and/or review of accounts
Preparation and/or review of estate planning advice
Strategy for pricing, billing, new clients etc
Writing blogs for website
Developing relationships with FP teams to win new business
REF:JPC474