Private Client Tax Senior Manager (Ref: J10931) Permanent

Goldhawk Associates are working with a firm of accountants who are looking to appoint a Private Client Tax Senior Manager to their team. This role is based in Sussex and they are looking ideally for a qualified CTA accountant with previous experience of working with a varied client base and staff supervision. But they will consider someone qualified by experience.

You will be supporting not for profit organisations, private individuals, and families on all areas of business, tax, and wealth. You will be responsible for managing a portfolio of a diverse range of private clients, providing technical expertise to clients directly and to internal stakeholders. Your role will be to provide a high quality client service experience for private client tax clients whilst managing budgets and supporting the team. You will work closely with the senior leadership team and provide technical expertise for both internal stakeholders and clients. Developing relationships and selling services will be a large part of this role so you must be comfortable networking and working with clients and peers.

Responsibilities:

• Oversee planning, prioritising, resourcing, and allocation of relevant client corporate tax work
(compliance & advisory) ensuring effective team workflow
• Ensure all client private client tax work is managed within budget in line with the firm’s standards
• Provide technical input for clients and internal team members as appropriate
• Manage the annual tax return cycle for your client portfolio
• Produce high quality technical advice (eg reports, letters, emails, etc) requiring minimal input
from more senior colleagues
• Be a point of contact across the firm for tax technical advice in a particular area
• Ensure full agreement from the client of work to be undertaken and communicate likely fees
before commencement to maximise fee recovery
• Oversee the monitoring of work progress and ensure appropriate levels of communication with
all clients and internal stakeholders on the progress of the jobs
• Monitor WIP and notify clients in real time’ of any expected changes to the fee quote
• Ensure team preparation of bills for own team and ensure timely sending to clients
• Manage own workload with minimal input from directors upwards
• Run regular workflow meetings to ensure maximum work on track and to tackle any off track
• Developing private client tax technical skills and keeping up to date through training courses,
appropriate research and identification of changes in legislation, HMRC policy, and as a result
of cases.

You will be a qualified CTA accountant with previous management experience. The firm offers a flexible benefits package, hybrid working, 25 days annual leave, and pension. There are development prospects and they support and encourage this with ongoing training.

Unfortunately, due to the high number of applications currently being received, only shortlisted candidates will be contacted.