Senior Private Client Tax Manager

Private Client Tax Senior Manager
Farnham based accountancy firm

About Our Client

Our client is a large professional services organization with a strong reputation in the tax industry. With a commitment to providing high-quality services, this established firm is well-respected in Farnham and across the country.

Job Description

To manage/support with the tax compliance matters of a varied portfolio of clients. The portfolio currently comprises c1,000 clients, prepared by the wider Tax team.

The majority of tax clients are personal tax based including directors and high net worth individuals along with some Trusts and some partnerships whose tax affairs are of varying complexity.

To monitor and ensure that all statutory tax returns are completed and filed on time, are accurate and in keeping with best practice, and that all follow up action is anticipated, planned, and implemented throughout the tax year. To ensure that clients are kept informed about their obligations and deadlines and that they are kept up to date with any relevant changes in legislation or best practice.

To maintain clear and structured compliance and advisory files and working papers and provide completed returns/letter along with relevant review points to Partner for review.

To organise the effective time management of own workload and that of the team, planning and prioritising, and keeping the Partner informed of any anticipated bottlenecks or problems with meeting deadlines.

To build rapport and maintain regular contact with clients by telephone, email, letter and in person.

To keep up to date on technical matters and identifying areas/upcoming changes which may be relevant and liaising with Tax Partner to ensure feedback is communicated across both offices.

To identify and action opportunities for tax planning with the support of the partners.

To undertake any ad hoc projects as requested by the partners.

The Successful Applicant

A successful Senior Private Client Tax Manager should have:

CTA/ATT qualified.
Extensive knowledge of tax laws and regulations.
Exceptional client service skills with a proven ability to develop and maintain client relationships.
Strong leadership skills and the ability to mentor junior staff.
Excellent communication skills, both written and verbal.