Private Client Tax Manager / Senior Manager

Role Purpose

This is a mixed compliance/advisory role which will involve a high percentage of non-UK domicile cases. Running a portfolio of compliance cases along-side supporting seven private client partners with advisory work. There will also be staff management and development involved.

Key Responsibilities

• Responsibility for a mixed portfolio of personal tax clients, including specifically non-doms, HNWIs, sole-traders, partnerships, and offshore trusts.
• Assisting partners on the delivery of advisory work which will include the preparation of reports on matters such as IHT planning (including UK trusts), residence, pre-arrival planning, offshore structures (involving offshore trusts and companies) and planning work in anticipation of the new rules for non-doms from 6 April 2025.
• Preparation and attendance at both existing and potential new client meetings, setting budgets for the follow up work, and ensuring the work is carried out in a timely manner and within budget.
• Liaising with clients on routine and ad-hoc assignments including correspondence by email, telephone and face to face meetings. Matters to include inheritance tax, income tax and capital gains tax.
• Correspondence with HMRC in relation to s9A enquiries and preparing disclosures under the digital disclosure facility.
• Overseeing the collation of all the information needed to prepare the tax return involving liaising with other third-party professionals and the clients themselves.
• Dealing with all aspects of income tax (including National Insurance) and capital gains tax including reviewing PAYE coding notices where appropriate.
• Reviewing tax returns prepared by other members of staff for approval by the client and for then electronically filing them.
• Promptly dealing with routine post received in connection with those clients.
• Prioritising and organising own work to ensure consistently high standard of client care and to meet HMRC deadlines – working without supervision and to show initiative in dealing with clients’ affairs.
• Billing clients on a quarterly basis, including making reserves and keeping partners up to date with any billing concerns.
• Responsible for monitoring own time budgets and chargeability.
• Attendance and contribution at internal departmental management meetings.
• Networking at events for business development.
• Contribution to in-house publications.