AJ Chambers ®
Private Client Tax Assistant Manager
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Private Client Tax Senior / AM. For a growing independent practice. Offices based in Moorgate, London. Hybrid working 3 days in 2 from home. Option for Guildford office if preferable.
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Job Purpose
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To provide personal tax compliance and advisory support to clients, including high net worth individuals, business owners and athletes/entertainers; assisting with international tax planning in respect of moves to/from the UK, remote workers, dual/non-residents, including treaty planning and assisting individuals qualifying for the Foreign Income and Gains regime (FIG)
Main Duties
- To look after your own portfolio of clients, be responsible for the compliance and advisory work in respect of those clients and ensure all deadlines are met and work performed accurately.
- Be able to conduct client meetings and new enquiries, whilst training junior members of the team.
- Completing 1st review of Tax Returns and reviewing other work carried out by junior members of staff. Delegating effectively across the team.
- Performing necessary tax research to support/understand tax positions and providing detailed analysis to clients.
- Proactively identifying planning opportunities and advisory work to enhance your range of knowledge/specialisms.
- Reviewing and delivering fee quotes for work identified/requested and working towards own invoicing targets.
- Developing relationships with overseas advisers / network partners to coordinate excellent client service.
- Attend external conferences/events, Build a strong professional network.
- Assisting with proposals, events, marketing as and when required.
- Prepare monthly fees work towards own billing targets.
- To mentor Tax Adviser and Tax Seniors.
- To assist with any other administrative and/or client work as and when required.
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