Tax Senior

Role:
Private Client Tax Senior

Location:
Manchester

Salary: £35,000-£42,5000 per year

Permanent | Full-time | 37.5 hours per week

Overview and Opportunity

We are working with a top 10 accountancy firm in their search for a Private Client Tax Senior to join their Manchester office.

Job description

You will work with a diverse portfolio of private clients, including high-net-worth individuals, trusts, non-residents and non-domiciled individuals, providing both compliance support and advisory assistance across a broad range of personal tax matters.

This role would suit a proactive tax professional with strong private client experience who is looking to take greater ownership of client relationships while developing their career within a specialist advisory environment.

Main Responsibilities:

• Manage a portfolio of private clients, taking increasing ownership of client relationships and ongoing compliance
• Act as a key point of contact, keeping clients informed of changes to legislation and their personal tax obligations
• Prepare and review personal tax returns and computations
• Support senior team members and Partners with complex private client advisory projects
• Advise and assist with areas including succession planning, inheritance tax, trusts, family investment structures and residency matters
• Identify tax planning opportunities and proactively highlight potential issues and opportunities to clients
• Work closely with colleagues across tax and wider service lines to provide a joined-up service
• Support business development by identifying opportunities within the existing client base
• Maintain strong client relationships and develop a detailed understanding of their personal circumstances
• Ensure all work is delivered in line with internal risk management and compliance procedures

Ideal Candidate:

• CTA or ATT qualified, or qualified by experience
• At least 5 years' relevant private client tax experience
• Previous experience within a Personal Tax, Private Client or Mixed Tax role in an accountancy practice
• Strong technical knowledge across personal and private client taxation
• Experience working with HNW individuals, trusts and/or international private clients would be advantageous
• Strong communication and relationship-building skills
• Commercially minded with the ability to identify tax planning and advisory opportunities
• Proactive, organised and comfortable taking ownership of client relationships
• Genuine interest in developing a long-term career within private client advisory

Benefits:

• Hybrid and flexible working
• Birthday leave
• Professional subscription support
• Extensive learning and development opportunities
• Career coaching and progression support
• Employee benefits and wellbeing initiatives
• Opportunity to work with a diverse and interesting private client portfolio