Insite Group
Private Client Tax Manager
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Job Title: Private Client Tax Manager
Location: Exeter Office, Devon
Salary: £50,000 - £55,000 (DOE) + benefits package!
The Role:
Are you a tax professional eager to accelerate your career within a firm that prioritises your growth and development?
Here you will have the opportunity to deliver exceptional tax compliance and advisory services to a diverse portfolio of personal tax clients. This includes working with trusts and high-net-worth (HNW) individuals. You will play a crucial role in ensuring our clients receive top-tier service, leveraging your expertise to navigate complex tax matters and provide insightful advice. My client is committed to supporting your professional journey, offering continuous learning opportunities and a collaborative environment where your skills and career can flourish.
Day to Day Responsibilities:
- Look after a portfolio of cases, including some trusts as well as high net worth individuals
- Drafting reports and letters providing tax advice including IHT planning, residence and domicile
- Meeting with clients to ascertain and advise on their tax planning needs
- Undertake CGT advice on property, shares etc for both UK resident and non-UK resident individuals
- Reviewing the work of more junior staff and contributing to their professional learning and development
- Providing and managing compliance services including preparing and reviewing self-assessment tax returns and computations
- Actively seeking opportunities to promote other departments within the firm, and in particular the services of our financial planning colleagues
- Request, collate and maintain client information
- Correspond and deal confidently with client enquiries
- Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms, in the delivery of an excellent client service
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About You:
- Previous experience in a tax compliance and advisory role and drafting reports
- ATT or CTA qualified (or equivalent) with up-to-date technical knowledge
- Understanding of compliance standards imposed by the various regulatory authorities for tax
- Organised and able to plan time efficiently in order to meet deadlines
- Professional and discreet in demonstrating client care, with the ability to build rapport quickly with clients
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Benefits:
- Group life assurance - up to four times your core salary
- Group income protection
- Health cash plan to help cover the costs of everyday healthcare
- Option to buy 5 extra days holiday*
- Counselling and support for you and your immediate family
- Virtual GP for you and your immediate family
- Cycle to work*
- One volunteering day per year to support local organisations
Please note: these benefits are provided via a salary exchange and are subject to employee's post exchange hourly rate remaining above the national minimum wage
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