Personal Tax Client Manager
Cardiff
We are looking for an experienced and highly technical client engagement manager to deliver high quality personal and trust tax compliance and some advisory services to an incredibly broad portfolio: a wide range of high net worth individuals, senior executives, entrepreneurs, large professional partnerships, trusts, estates, private equity and hedge fund principals.
As part of the role, you will have the opportunity to be involved in specialised tax technical work including, private equity and partnership tax computations, offshore fund reporting and personal tax planning, depending on your interests and experience.
This successful showcase team of highly skilled tax professionals is based in several UK offices including Bristol and Cardiff and Hyderabad (India). You will build and manage relationships with the teams around the UK, review personal/trust tax returns and deliver bespoke compliance and compliance - led advisory services; working directly with clients.
This is a fantastic opportunity to join this innovative, fresh, dynamic, successful, exciting and growing team which is a forerunner of its kind in the Firm as a whole.
You will offer:
Strong tax technical knowledge and keen to develop into a specialist role
Ideally you will be CTA/ACA/ATT/ACCA/CA qualified with demonstrable tax experience
Experience in reviewing a mixed portfolio of clients and proven track record of producing high quality client deliverables;
Exceptional tax compliance skills and understanding of the self-assessment tax return process and compliance cycle;
Flexible skills to embrace change and innovative solutions;
Strong team player who takes pride in their work and does not shy from responsibility;
Confident and effective communicator;
Evidence of developing junior team members and dealing with tax technical queries;
Strong attention to detail and ability to stay calm under pressure;
Methodical and organised working skills;
Proactive approach to work and completing work by required deadlines;
Ability to develop understanding and application of firm’s dedicated tax return preparation software;
Good working knowledge of Microsoft Outlook, Excel, and Word
In return there is a market leading salary plus a generous flexible benefits package, agile working patterns and the chance to be part of a market leading plus... progression opportunities for the bright future.
For an in-depth discussion please contact us without delay.
REF:JPC269