Barnaby Cecil
Fractional / Interim Private Client Tax Manager (CTA)
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Fractional / Interim Private Client Tax Manager (CTA) Remote / Hybrid | Initially c.1 day per week | Competitive day rate
The opportunity
Barnaby Cecil is establishing BC Tax, a new specialist tax practice alongside Barnaby Cecil Financial Planning.
We are looking for an experienced Private Client Tax Manager / Chartered Tax Adviser to help us establish the practice and support our first clients on a fractional basis.
Initially, we expect the commitment to be around one day per week, with scope to increase as the client base develops.
The work
Our initial clients will predominantly be existing Barnaby Cecil Financial Planning clients, particularly senior NHS consultants, high earners and business owners.
You will:
- Prepare, review and sign off personal tax returns
- Advise on more complex personal tax matters
- Support tax issues affecting high earners, pensions and owner-managed businesses
- Help establish BC Tax's technical processes and quality controls
- Help us define appropriate scope and pricing for new engagements
- Identify when specialist tax advice should be brought in
- Work alongside our financial planners so that tax decisions complement the client's wider financial plan
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What we are building
We are not looking to build a high-volume compliance practice.
Our ambition is a small, excellent tax practice where we understand the client's wider financial position and combine high-quality tax compliance with thoughtful tax planning.
Longer term, we expect BC Tax to support Barnaby Cecil's growing work with US nationals living in the UK and UK expatriates living in the US. US tax experience would therefore be interesting, but is absolutely not required for this initial role.
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About you
We would ideally like someone who is:
- CTA qualified or equivalently experienced
- Strong in UK private-client tax
- Comfortable taking technical responsibility for work
- Experienced dealing directly with high-value clients
- Pragmatic, commercial and able to explain complex tax issues clearly
- Interested in helping build a practice rather than simply processing tax returns
Longer-term potential
This is initially a fractional/interim appointment while we prove and develop the BC Tax proposition.
However, we intend ultimately to appoint a permanent founding Head of Tax and build BC Tax into a specialist practice of its own.
For an exceptional individual, there could therefore be a significantly larger opportunity as the business develops.
Interested?
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