Drive delivery of personal tax advisory work, including writing reports and leading discussions with prospective and existing clients.
Oversee and manage a team of junior staff responsible for day-to-day delivery of private client services across a diverse portfolio of individual clients.
Act as key point of contact for high net-worth clients and professional advisors; convey complex tax technical information to non-experts.
Manage a portfolio of clients with multiple sources of earned and investment income and deal with one-off advisory and compliance assignments.
Deal with partnerships, high net worth individuals, a wide range of capital gains tax issues, and oversee UK tax return filing processes.
Monitor team progress against targets, provide feedback, input into staff appraisals, and encourage personal development of team members.
Make suggestions and implement changes to improve internal processes and efficiencies; support business building and client pitching.
Requirements
CTA Qualified, or other professional qualification with demonstrable relevant experience.
Advanced understanding of core private client tax issues, including personal tax anti-avoidance legislation.
Confidently interacts with HMRC regarding complex issues on behalf of clients.
Delivers advice confidently in transactional, litigious, or confrontational circumstances.
Reporting on tax and other implications of incorporation of self-employment and businesses.
Experience in Self-Assessment and preparation of tax computations.
Demonstrable experience of report writing and ad hoc advisory work.
Previous supervisory and management experience including reviewing the work of others.
Planning for mitigation of Inheritance Tax including use of trusts and tax effect of lifetime transfers.
Dealing with enquiries into all aspects of direct taxation including experience of settlement and penalty negotiation.
UK Trusts and Estates and experience of UK trust account preparation and review is desirable.
Experience advising private clients, proprietors of owner managed businesses, non-UK domiciled and non-resident clients.
Experience with property owning clients using corporate vehicles and trusts.
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