Overview of salaries statistics of the profession "Private Client Tax Manager in UK"

Gaia Talent is currently recruiting for an Environmental Consultant to join our client's expanding Environmental Impact Assessment (EIA) Team and cater to the continued growing demand for our services. We are currently providing services to the public and private sectors including pharmaceutical, EPA-licensed, technological, property development, construction, and waste industries.This role presents an opportunity for the successful candidate to join a dynamic team of environmental professionals who are specialists in their fields and who work in a collaborative, team environment to provide the highest quality services to our clients.The successful candidate will be a highly motivated individual with a positive attitude, an ability to motivate others, and a demonstrated willingness to learn and keep up to date with changing legislation and industry trends and developments.The role will include the following responsibilities:Authoring chapters of Environmental Impact Assessments and other environmental projects (for example Strategic Environmental Assessments, EIA Screenings, Stakeholder Engagement, and environmental planning application documentation)Input into the design stage of various projects from an environmental aspectLiaising with project teams and attendance at project meetings when requiredEnsuring that the quality of deliverables is to a consistently high standard and ensuring that all deliverables are undertaken following relevant legislation and best practiceEnsuring the delivery of exceptional Client service, delivering all work on time and to a high standard within project delivery deadlinesThe successful candidate must demonstrate the ability to:Assess the impact of proposed developments on specific aspects of the environmentAuthor chapters of an EIAr as well as at least one in a specific discipline (such as climate, material assets, etc.)Take ownership of project work from inception to completion and provide regular progress reports to the Project ManagerReport to the Technical Director on workflows and deliverablesPrioritise projects while managing client expectations and project deadlinesThe key requirements of the post will be:A third-level qualification in environmental science, ecology, environmental engineering, or related fields that gives the candidate the necessary skills to complete the role;A minimum of 1 year post-graduate technical experience in fulfilling similar functions or in a similar roleAn understanding of the Irish planning systemExperience working with EU and Irish environmental legislationExperience at project EIAR/Planning/Construction stageComprehensive knowledge of EIAr and EPA Licencing regulationsThe following will be an advantage:Professional membership (MIEEM, MIEMA, MRUP, MIPI, CIWEM, Engineers Ireland)What our client offers: Full-time and permanent positionCompetitive salaries (from €30,000 onwards DOE)Flexible working hoursRemote settingCompany pension schemeTax saver schemeGenerous annual leave allowanceClear career pathway programFamily-friendly working policiesContinuous career developmentProfessional memberships paidEmployee Assistance ProgrammeSupport the Bike to Work SchemeAnything else you may see as essential for your work-life balance or career will be happily discussedThis renowned client is a dynamic consultancy that offers the successful candidate an opportunity to work as part of a wider engaged, positive, and successful team of environmental experts of varying disciplines with a broad range of skills and experience. We provide a collaborative, positive, and enjoyable learning environment.Their team members strive to be the best at what they do with a strong emphasis on quality, accuracy, client care, and project ownership. This presents an opportunity to work on a varied range of projects, broadening skills and experience all the time with an emphasis on continued professional development, training, and periodic performance reviews to develop your career within the company.To apply, please submit your CV directly to GreenJobs or by email to [email protected]

Personal Tax ManagerManage a portfolio of personal tax clients, including high net worth individuals, non-domiciled individuals and partnerships.Provide accurate and timely tax return processing and delivery for clients.Offer tax planning advice to clients, such as IHT planning, residence, UK trusts, appropriate business structureLead and mentor junior staff, providing guidance and feedback.Develop and maintain strong relationships with clients, ensuring excellent client service. A successful Personal Tax Manager should have:Professional qualifications such as CTA (Chartered Tax Advisor).5 years' private client tax experienceExperience in managing a portfolio of tax clients.Strong understanding of tax laws and regulations.Excellent communication and leadership skills.A proactive approach and the ability to work independently.

Provide a range of Tax services, managing a private client portfolio, specialising in personal tax across a mix of compliance and advisory workIdentify tax sensitive expenditure and wider tax issuesLiaising with clients to resolve queriesCommunicate with internal departments to ensure deadlines are met, and overseeing client portfolios to ensure HMRC deadlines are metAssist in managing the Private Client Tax team by hearing the voice of your team members, conduct appraisals, provide coaching of assignments to support the development of team skills and knowledge and continually improve the quality and delivery of workMonitor your own utilisation, productivity and WIPConfident providing guidance and feedback to others in the teamCTA/ACA/ACCA/CA (or equivalent) qualifiedOur clients come from all industries, so exposure to multiple sectors would be a distinct advantagePrevious personal/private client Tax or Mixed Tax experience in a similar role within a practice environment is essentialStrong technical knowledge and the ability to carry out research into complex areas of tax legislation

The Apex Group has an ideal opportunity for someone with company secretarial experience seeking a new job in London. We're looking for a full-time Assistant Manager to join our Corporate Services team, and the role comes with an excellent salary and benefits package. As an Assistant Manager, you will manage a varied client portfolio, including all aspects of administration and company secretarial matters. You will also build a detailed understanding of client portfolios, entity-specific requirements and applicable statutory regulations/requirements and act as a source of guidance to other team members. To give you an idea of how this flexible role would look and feel, here are some of the things you could expect to do: Be responsible for managing a varied client portfolio, including all aspects of administration and company secretarial matters Building a detailed understanding of client portfolios, entity-specific requirements and applicable statutory requirements Preparing and implementing customer-specific procedures in relation to the governance and reporting requirements for specific client structures Working with other team managers and Directors to ensure the planning, coordination and completion of all regulatory obligations and client-agreed deliverables within strict deadlines for the portfolio. To apply for this role, you will need to be a qualified or part-qualified CGI (previously ICSA) or equivalent, with a minimum of 4 years of company secretarial experience, preferably in the financial services industry. You will also require the following: Working knowledge of Company UK Law and obligations The ability to communicate effectively with all levels of business An understanding of new processes and processes Good organisational skills and the ability to assimilate new processes. As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs. Please get in touch with The Apex Group today to apply for this full-time Assistant Manager position in London. We'd love to help you get your next role and enable you to fulfil your professional ambitions. The Apex Group Ltd ("Apex" or "the Group"), established in Bermuda in 2003, is a global financial services provider. With over 80 offices worldwide and 12,000 employees in 38 countries, Apex delivers an expansive range of services to asset managers, financial institutions, private clients, and family offices. Apex's purpose is to be more than just a financial services provider. The Group is committed to driving positive change to address three core areas: the environment and climate change, women's empowerment and economic independence, and education and social mobility. Life at Apex isn't just about the work you do. It's about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today, and the more we grow, the more important that becomes. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take short-term or permanent relocation options. #LI-AP1 #LI-Hybrid

Assistant Manager - Company Secretarial Location: London, United Kingdom Date Posted: Jun 12, 2023 Description The Apex Group has an ideal opportunity for someone with company secretarial experience seeking a new job in London. We're looking for a full-time Assistant Manager to join our Corporate Services team, and the role comes with an excellent salary and benefits package. As an Assistant Manager, you will manage a varied client portfolio, including all aspects of administration and company secretarial matters. You will also build a detailed understanding of client portfolios, entity-specific requirements and applicable statutory regulations/requirements and act as a source of guidance to other team members. To give you an idea of how this flexible role would look and feel, here are some of the things you could expect to do: Be responsible for managing a varied client portfolio, including all aspects of administration and company secretarial matters Building a detailed understanding of client portfolios, entity-specific requirements and applicable statutory requirements Preparing and implementing customer-specific procedures in relation to the governance and reporting requirements for specific client structures Working with other team managers and Directors to ensure the planning, coordination and completion of all regulatory obligations and client-agreed deliverables within strict deadlines for the portfolio. To apply for this role, you will need to be a qualified or part-qualified CGI (previously ICSA) or equivalent, with a minimum of 4 years of company secretarial experience, preferably in the financial services industry. You will also require the following: Working knowledge of Company UK Law and obligations The ability to communicate effectively with all levels of business An understanding of new processes and processes Good organisational skills and the ability to assimilate new processes. As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs. Please get in touch with The Apex Group today to apply for this full-time Assistant Manager position in London. We'd love to help you get your next role and enable you to fulfil your professional ambitions. The Apex Group Ltd ("Apex" or "the Group"), established in Bermuda in 2003, is a global financial services provider. With over 80 offices worldwide and 12,000 employees in 38 countries, Apex delivers an expansive range of services to asset managers, financial institutions, private clients, and family offices. Apex's purpose is to be more than just a financial services provider. The Group is committed to driving positive change to address three core areas: the environment and climate change, women's empowerment and economic independence, and education and social mobility. Life at Apex isn't just about the work you do. It's about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today, and the more we grow, the more important that becomes. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take short-term or permanent relocation options.

To provide a fully effective service to clients of Debenhams Ottaway by progressing client files under the direction of the Team Leader, and to provide secretarial and administrative assistance to the Team Leader and to others in the Private Client Department when required. Key responsibilities: Activities will be varied and will include, but are not limited to the following: Client Service Taking client instructions and progressing the matter file under the TL’s instructions. This may include amongst other things drafting Wills, Powers of Attorney and dealing with the administration of Estates and Trusts. To provide a courteous and efficient service to clients. To ensure that work sent to clients and related parties is correctly prepared in accordance with the firm’s standards and precedents and the TL’s instructions. To observe the code of practice in all areas as detailed in the Solicitors Code of Conduct and to observe fully the requirements of the Solicitors Accounts Rules. To report complaints from clients or third parties to the HOD. To produce fees in accordance with the fee target set at the beginning of each financial year and to record a minimum of 720 hours of chargeable time per annum (at an average of 60 hours per month) at charging rates agreed by the TL. To introduce clients to lawyers in different departments as appropriate. Matter Administration Maintaining control of an allocated caseload to ensure that standards of matter conduct, file management, administration, time-recording and accounting are maintained at all times. To include: Input onto probate accounting systema for probate matters and generating reports and forms as required Drafting Legal Statements for probate applications Drafting Wills and Lasting Powers of Attorney Preparation of any other documents and work as required by Team Leader To be fully conversant with the firm’s computer systems and follow IT instructions directly and through procedures tabs. To work in a tidy organised manner by reducing unseemly clutter and ensure files are relocated in the cabinets provided. To bill all matters promptly and accurately; to maintain a justifiable and accurate level of work-in-progress; to pay and collect disbursements in accordance with professional and internal practice; to properly account for all client monies and effect transfers from client to office account when appropriate. To collect all outstanding costs and disbursements from clients and ensure that levels of unpaid costs do not exceed those levels authorised by your Team Leader. Secretarial/Administrative Opening and closing client files in accordance with standard procedures including performing on-line money laundering checks Answer the telephone or meet clients who call into the office without an appointment on behalf of the Lawyers, answering queries and taking messages where appropriate and making appropriate file notes Liaison with clients as instructed Maintain Lawyers’ diaries and make appointments Organise internal and external meetings including meeting room bookings and if appropriate organising refreshments. Manage outgoing post and emails as required. Maintaining internal and client files to ensure they are up-to-date at all times. Undertake typing duties for fee earners Collate work received from the outsourcing company including arranging necessary enclosures so that it is ready to send out Liaison with the Accounts Department as appropriate to ensure timely and accurate accounts administration, including receiving cheques, entering on file and passing to accounts Input onto Peppermint/Isokon client and potential client contact details Undertake administrative duties such as photocopying Administration associated with the archiving of files Create and maintain a tidy and well organised office environment. Ensure the faults with the department’s IT, printing, photocopying and fax machines are reported appropriately Work as part of a team, assisting with secretarial and telephone cover as required. Act on instructions from lawyers to perform tasks in connection with client/administrative matters Initial handling of client queries that arise from “drop in” service Update and keep track of legal documents such as wills and deeds as per the required procedure Skills and attributes: Experience of working within a Private Client Department of a Law Firm or relevant legal qualifications would be preferred Secretarial experience in a Law firm is desirable. Knowledge, experience and passion for private client law and practices. Adopts a client-centered focus at all times taking responsibility for the level of client service they provide and takes proactive steps to maximize and improve client relationships Creative problem-solving ability Good written and verbal communication skills Fast and accurate keyboard skills Good grasp of grammar and spelling Computer Literacy in relevant software packages Ability to multi-task, organise, prioritise and plan Ability to work calmly under pressure and with a demanding work load Confident with the ability to interface and develop relationships with a variety of people. Organisation skills including the ability to prioritise work Initiative Ability to follow instructions given Good time keeping Professional appearance To apply for the role please send your CV to the Debenhams Ottaway Recruitment Team – [email protected]

Key responsibilities:Perform the role of nominated Compliance Officer and Money Laundering Compliance Officer for Aztec Jersey regulated and supervised entities Provide thought leadership and assist with developing leading practices in relation to managing CompliancePromote awareness of, and compliance with, the Groups policiesTake responsibility for the effective management of day-to-day client focussed compliance activities, monitoring and reporting, ensuring that the company and Client Compliance Monitoring Programme's ("CMP") are performed to the required level and completed within the relevant time frame (including carrying out testing where appropriate)Prepare regular Compliance reports and present to client boardsProvide regulatory support and oversight to clients and employeesIdentify potential regulatory issues and work with the business to develop solutions to prevent poor regulatory outcomesCognative of regulatory changes and where neccesaary present accurate, concise advice on regulatory developments to Clients, the Risk and Compliance team and the wider company GroupLiaise internally with client facing teams and managers as and when requiredProvide support and guidance to Management with regards to the application of the relevant laws and regulations in JerseyAssist Management with maintaining an effective relationship with the JFSCBuild relationships with the wider risk and compliance team across all jurisdictions and maintain those relationships through effective written and verbal communicationBuild and maintain strong on-going relationships with Aztec's legal teamMonitor any breaches and complaintsSkills, knowledge, expertise:Minimum 5 years experience working in a compliance role within the financial services sector, preferably having held a key person role previously.Proven stakeholder management skillsProven service delivery skillsEnergy and a desire to grow in your careerStrong communication skills (both written and verbal)Ability to take ownership and demonstrate initiative, to negotiate, influence, build consensus and successfully navigate within a demanding environmentSelf-motivated and capable of prioritising and organising workloads as requiredA detailed understanding of, and experience with, performing compliance activities within a financial services companyGood knowledge of the Jersey regulatory environmentInternational Compliance Association Diploma in a subject relevant to regulatory compliance.Private Equity Real Estate Funds and or a Corporate Services background would bean advantageGood working knowledge of SharePoint and Microsoft products, in particular Outlook, Word and Excel, Office 365

Joining as Personal Tax Manager, based from the firms Truro offices you will manage a wide ranging portfolio of personal tax cases and manage the wider team reviewing their work and supporting their development. The firm has varied clients across - Directors of wide ranging corporate and OMB limited companies, HNWIs, property related and other clients. You will be advising on wide ranging tax planning project work across Remuneration planning including share incentivisation schemes, capital tax planning, including inheritance tax and trusts, property tax projects and international tax issues. The role provides an ideal opportunity for the right tax professional looking to carve a pivotal role and an excellent opportunity for the right professional looking to further their career in private client tax.You will be either CTA and/or, ATT/ACA/ACCA qualified and you will have developed a personal tax career within accountancy practice, or within a specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, or regional independent firm background of any size, or specialist tax firm and your background will most likely have focused down the personal tax route with a compliance and /or, tax planning skill set alongside this. This is an excellent opportunity for a Personal Tax Manager level professional or Assistant Manager looking for a challenging new career move with career progression and development on offer.

Corporate staff and Partners advise businesses ranging from large multi-national corporations and landed estates to small family companies, many of which are owned by wealthy individuals. In addition to commercial companies in service/manufacturing industries, we also deal with professional partnerships, financial service companies, sports and entertainment businesses, entrepreneur’s charities and schools. The aim is to provide outstanding service in a professional and efficient manner tailored to give the client the benefit of exceptional advice and maximum added value. The office We are a leading firm of Chartered Accountants and business advisers with offices in Manchester. Our wide portfolio of clients has expanded to include all areas of business, with a particular emphasis on private clients, charities and not-for-profits, landed estates, property funds and owner-managed businesses. Our Manchester team provide tailor made services, including accounting, audit and assurance, tax, corporate finance and business advisory, for all aspects of our clients’ lives. We advise on both their personal and business affairs, as well as assisting at all phases of wealth generation, preservation and succession. Our Manchester office is based in the Centre of Manchester City Centre. Responsibilities To become part of the audit department which provides a wide range of advisory, audit and accounting services to our clients. The majority of your time will focus on audit work and the remainder on offering other professional services such as accountancy, systems reviews, corporate tax and company secretarial work. You The applicant should be able to demonstrate the following skills and behaviours: Demonstrate a passion for delivering quality and ensures that client needs are met, benefitting both the client and the firm. Defines performance measures and continuously looks to assess, improve and achieve objectives. Sets priorities, defines activities, gives responsibilities and plans work so that results are achieved on time. Seeks self-development and provides support that enables others to develop within the firm Works cooperatively with others, positively influences them and ensures team participation to support the firm’s goals. Thinks widely and laterally to identify and consider different options before determining the best solution. Listens to, understands and communicates confidently with others in a clear, concise, polite and purposeful way. Motivates self and others to succeed for the benefit of the firm. In addition to the above the individual should be organised and commercially minded. They should display a flexible, professional approach and have the confidence and ability to establish credibility with Partners and clients. Text here Education and experience Applicants will be CA/ACCA qualified (or equivalent qualification) and good pass rates in the professional exams would also be expected. Professional training experience should have been broad based with exposure to a good range of clients both in size and sector in general practice or audit. Experience in preparing group accounts and auditing groups and familiarity with electronic auditing packages (eg Caseware) and accounts preparation with Viztopia would be an advantage. Experience of auditing small and medium sized companies, charities audit experience desired but non-essential Salary/benefits A 35-hour working week with flexibility around the core hours of 10am-4pm Agile working policy giving you the option to work from home for up to 3 days per week. 25 days annual leave. After 5 years’ service, the entitlement will be increased by 1 day. In addition, employees are entitled to buy or sell up to 5 days holiday a year Contributory pension scheme (The firm will contribute 5% of salary on a matched basis with employee from their date of joining) Life assurance cover of 4 x annual salary, Working from home allowance of £25 a month. Eligibility for the firm’s Profit-Sharing Plan that runs from October to September each year. The scheme enables staff to share in the profits of the firm. Payment is usually c£1,000. Paid in December. New client referral scheme. Members of staff introducing a new client to the firm, have the potential to receive a referral payment of up to 10% of the first year’s total fees. Eligibility for the discretionary bonus scheme. This is based on both individual performance and firm performance. Staff have access to health assessments, cancer screenings and health cash plans through the flexible benefits programme. Access to a number of additional benefits with preferential rates under the flexible benefit programme, health cash plans, health screening/GP support, critical illness cover, dental and travel insurance, Techscheme, Cyclescheme, Gymflex and a Workplace ISA. Paid travel expenses when working at offices other than your contracted office. Saffery is committed to being a fully inclusive employer and have a huge focus on ED&I. Upon joining the firm, you will have the opportunity to join a number of people network groups as well as be a part of the growing ED&I network. Share email

Join a well-established multi-disciplinary consultancy as an Associate Director working in their Building Performance Team. The organisation works on a diverse portfolio of major national projects including project work with developers, residents, and owners. The successful candidate will either be based in London, Birmingham, Manchester, or Newcastle.You’ll be joining a diverse team of Engineers, consultants, project managers and surveyors. Additionally, you’ll remain in continual liaison with team members across the country, as well as across Europe.Core Responsibilities * People and project management; overseeing the successful completion of projects of the work that has already been won. * Plan future developments for the Team, including consideration and comparison of recent software. * Support the team with your refined technical capability in building physics, from concept design, thermal modelling and option comparisons. * Coordinate with team members organisation wide, notably the design team and engineers. * Perform site inspections and produce technical reports. * Provide thought leadership.The successful candidate will have: * Educated to degree level in an Engineering or Sustainability related course. * A desire to contribute to winning more work and helping the business grow. * Proficiency with IES software, ideally IES VE. * Track record of project and team management. * Knowledge in methods used to reduce energy and carbon e.g. carbon management, energy assessments as well as associated frameworks. * Experience in providing supporting input for sustainable building assessments such as BREEAM. * Appropriate professional qualifications, including LCC and Energy Assessor (Level 5). * Passion for a sustainable, low carbon future.If you’d be interested in finding out more about the role and company, apply directly or drop me a message!

Prepare tax accounting calculations, journals, and tax notes for local stat accountsPrepare annual tax budgetsPrepare quarterly tax forecastsAssist Head of Worldwide Group Tax with Ad Hoc requests around quarterly Investor reporting and other board requestsManage all UK tax compliance obligations including Corporation tax, Value Added Tax, stamp duty, employment tax, CIS reporting, and forecast of tax instalment paymentsManage UK based tax matters through personal interaction and improvement of systems, processes and ongoing staff trainingPrepare UK Corporation tax calculations for reporting and submission, involving liaison with the wider finance team and external advisorsLiaison with HMRC for tax compliance mattersOversee cash flows and liaise with the treasury function to ensure tax payments are made in a timely mannerMaintain documentation and file appropriate returns in the UK where requiredReview and update tax risk management policy and tax risk management plan.Review of technical Corporation tax, VAT, transfer tax and property tax planning and structuring matters for property and entity acquisitions, financing and disposal arrangements.Liaising with the legal, development and wider finance teams to review legal documentation and financial models, to ensure correct tax calculation and treatmentDeliver favourable tax outcomes for current and future transactions, including external stakeholder management of third parties and tax authoritiesProject manage and review expert external tax opinions and financial models for new projects.Prepare and present training materials from external tax opinions regarding UK technical matters and compliance proceduresActive participant in tax technical training for continued professional development.Review systems, policies and procedures to ensure appropriate information is captured in tax reporting and compliance involving liaison with the finance teams involved in preparing tax filings.CTA qualificationAccounting qualification5 years plus post CTA qualification experienceExperience of both partnership and corporate taxationExperience of property tax, capital allowances and property VATExperience of using Net Suite and Alpha tax (desirable)

Joining as Personal Tax Manager, based from the firms Exeter offices you will manage a wide ranging portfolio of personal tax cases and manage the wider team reviewing their work and supporting their development. The firm has varied clients across - Directors of wide ranging corporate and OMB limited companies, HNWIs, property related and other clients. You will be advising on wide ranging tax planning project work across Remuneration planning including share incentivisation schemes, capital tax planning, including inheritance tax and trusts, property tax projects and international tax issues. The role provides an ideal opportunity for the right tax professional looking to carve a pivotal role and an excellent opportunity for the right professional looking to further their career in private client tax.You will be either CTA and/or, ATT/ACA/ACCA qualified and you will have developed a personal tax career within accountancy practice, or within a specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, or regional independent firm background of any size, or specialist tax firm and your background will most likely have focused down the personal tax route with a compliance and /or, tax planning skill set alongside this. This is an excellent opportunity for a Personal Tax Manager level professional or Assistant Manager looking for a challenging new career move with career progression and development on offer.

Joining as Personal Tax Manager, based from the firms Plymouth offices you will manage a wide ranging portfolio of personal tax cases and manage the wider team reviewing their work and supporting their development. The firm has varied clients across - Directors of wide ranging corporate and OMB limited companies, HNWIs, property related and other clients. You will be advising on wide ranging tax planning project work across remuneration planning including share incentivisation schemes, capital tax planning, including inheritance tax and trusts, property tax projects and international tax issues. The role provides an ideal opportunity for the right tax professional looking to carve a pivotal role and an excellent opportunity for the right professional looking to further their career in private client tax.You will be either CTA and/or, ATT/ACA/ACCA qualified and you will have developed a personal tax career within accountancy practice, or within a specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, or regional independent firm background of any size, or specialist tax firm and your background will most likely have focused down the personal tax route with a compliance and /or, tax planning skill set alongside this. This is an excellent opportunity for a Personal Tax Manager level professional or Assistant Manager looking for a challenging new career move with career progression and development on offer.

Leading a team of tax professionals, driving productivity and ensuring high standards of work.Providing exceptional service to a portfolio of private clients.Ensuring tax compliance and preparing tax returns.Identifying and advising on tax planning opportunities.Liaising with HMRC on behalf of clients.Participating in business development activities to grow the client base.Training and mentoring junior team members.A successful Private Client Tax Assistant Manager should have:A professional qualification in tax or accountancy.Proven experience in a tax role within a professional services environment.Excellent communication and leadership skills.In-depth understanding of tax legislation and private client issues.A strong commitment to delivering exceptional client service.

Trust and Estate tax returns and personal tax returns, including related tax calculations using IRIS. All related correspondence with clients, HM Revenue & Customs and third parties as required. Monitoring and working to related deadlines.Preparing Trust accounts.Monitoring deadlines on Trusts and Estates such as ten yearly charges and beneficial entitlements.Dealing with the day-to-day administration on clients.Inheritance Tax returns for Trusts and Estates.Ad hoc advisory work, such as advising on Trust distributions.Assisting in the training and mentoring of junior members of staff.To carry out other tasks as and when required by the LLP. A successful Tax and Trust Manager should have:A suitable professional qualification - e.g. STEP, ATT, CTA (or part qualified)Experience of working in a private client or trust department in a client facing role.Ability to work accurately, prioritise work and adhere to critical deadlines.Excellent interpersonal skills with the ability to communicate at all levels.Proactive and ambitious.

Support the Indirect tax manager in providing day to day advice on indirect tax consequences of new/changes to supply chainsAssisting/managing indirect tax enquiries from tax authoritiesPerform compliance reviews for VAT/Intrastat/ESL returns submitted across the groupIdentify opportunities for simplification/standardisation of the monthly VAT reportingProvide training to the wider finance team on VAT mattersWork with external advisers re foreign VAT claim & other VAT opportunitiesProvide support to the Indirect Tax Manager on the various projects ongoing/upcoming:Implementation of e-invoicingAP automation softwareS4 Hana system implementationPlastic packaging taxes & other environmental taxesExcellent VAT knowledge with experience in multiple EMEA jurisdictionsRelevant experience in industry or practiceStrong analysis skills & ability to use Excel comfortablySAP experience desirableOrganised, efficient and self-motivatedAbility to plan and prioritise workAttention to detailExcellent interpersonal skills, able to communicate complex topics effectively with internal & external stakeholders.A desire for continuous improvement and the confidence to challenge existing processes & procedures

The project work involved typically encompasses the following:Planning projects for the remuneration of Owner Managed Businesses, which includes companies, LLPs, sole traders, and partnerships.Calculating Capital Gains tax for more intricate transactions, such as earn-outs, BADR claims, and loan notes.Computing Capital Gains tax for properties eligible for partial Principal Private Residence Relief (PPR).Assisting high net worth individuals with strategic tax planning, including offering advice on Inheritance Tax at a basic level and family wealth planning, including trusts.Providing guidance on EMI schemes and implementing them for clients.Offering advice on potential EIS and SEIS investments and handling the associated compliance.Advising on residency issues for clients working abroad from the UK.Aiding account managers with corporation tax inquiries, typically related to losses, group relief, capital allowances, and any non-allowable expenses.Assisting and supporting tax managers with complex personal tax queries or transactions.Reviewing corporation tax calculations for our more complex or larger clients as needed.Meeting with both current and potential new clients to discuss their requirements.The qualities and experience you will bring:To work autonomously, managing client inquiries, workloads, and deadlines effectively, and having the capability to prioritise and arrange workloads.To possess self-assuredness when interacting with clients and directors/managers, whether through phone calls, in-person meetings, or written correspondence.To exhibit initiative by conducting necessary research and maintaining current knowledge.To display a strong interest in broadening one's knowledge and gaining experience across a wide spectrum of taxation advisory areas.You may be newly qualified ACA/ACCA, or ATT. Or working towards this (nearly qualified), with ideally 3 years' of experience in a similar role (corporate or mixed role).

Working on wide ranging clients, across varied sectors and turnover ranges, you will focus on building relationships with key stakeholders/client base, delivering on a wide spectrum of personal tax compliance, with opportunities to take on tax advisory projects, if desired.Qualified by experience, or ATT/CTA, or ACA qualified, with a detailed knowledge of UK tax legislation, using tax law, HMRC guidance and understanding of the implications for clients.Previous experience in a similar role.Able to actively manage their own workload and take responsibility for their own development.

To work on audit assignments, including audit planning and testing at client sites or in our offices.To assist with the completion of audit files, including clearing manager and director review points.Liaison with clients before, during and after audit fieldwork.To draft statutory accounts for audit.To work on ad hoc audit related assignments, such as grant audits, Solicitors Accounts Rules reports and ARLA.To keep the Audit Manager and Audit Director informed of job progress and any issues.To raise the profile of the firm by ensuring clients are fully satisfied by the service and support they receive and that they are aware of all other.Assisting with administration tasks as needed, including telephone answering, dealing with incoming and outgoing post.Assisting the accounts and tax departments as needed.Experience of audit work for private limited companies.Experience of statutory accounts preparation and review for private limited companies.Strong interpersonal and client handling.Good written and verbal communication.Strong numerical skills.Good knowledge of Microsoft Office, with a focus on Excel.Holds a valid full UK driving licence and has access to a car, as regular travel to client sites is.

Manage variety of compliance matters.Act as the principle point of contact with clients, work closely with clients to understand business developments.Ensure clients are up to date with their compliance obligations and legislative changes, helping them assess the impact for them and keeping abreast of new opportunities.Review tax returns and computations.Ensure the efficient and risk managed delivery.Responsible for complying with all internal risk management procedures.Potentially ATT qualified and now actively studying towards your CTA.We will provide you full study support including paid study leave, mentorship and coaching.Previous Private Client Tax or Mixed Tax experience in a similar role within a practice environment is essential.