job / private client tax manager senior manager 4817

Private Client Tax Manager / Senior Manager - Edinburgh

up to £65,000 (DOE) + Benefits - Accountancy - Tax
Ref: 4817 Date Posted: Tuesday 05 Nov 2019
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Our client is a mid-tier firm of Chartered Accountants & Business Advisors situated in the heart of Edinburgh.  They are currently looking to recruit a Private Client Tax Manager or Senior Manager for their dedicated Private Client tax team. 

The department’s portfolio consists of high net worth individuals, landed estates, unincorporated businesses including professional partnerships and family trusts. You will closely with the Tax Partners providing tax advisory services to such clients offering clear opportunities for the advancement of your technical skills and challenging development path. 

Your primary responsibilities will include:

  • Responsibility for day-to-day delivery of exceptional client care
  • Carrying out ad hoc advisory projects
  • Where there is a desire to supplement the advisory work with responsibility for a client portfolio this can be accommodated. This will require reporting directly to Director/Partner level
  • Reviewing work and assisting junior members with technical queries
  • Coaching and developing junior members of staff, including responsibility for appraisals and facilitating objective setting
  • Identifying and managing areas of risk for clients and the firm
  • Identifying opportunities to involve other disciplines to expand the scope and value of our services
  • Monitoring budgets, driving profitability and raising issues at the appropriate level 
  • Responsibility for the preparation of fees, proposals, fee quotations, money laundering procedures and engagement letters
  • Assisting in business development activities on an ad hoc basis

Essential requirements:

  • You will be a qualified CTA with relevant Tax planning experience.  Applications are also welcome from Private Client Solicitors looking to transition into Private Client Tax.
  • Good understanding/knowledge of current taxes including income tax, capital gains tax, inheritance tax, national insurance contributions, trust and partnership taxation
  • Proven competence in tax planning projects (preferred)
  • Excellent written and oral communication skills
  • A proactive approach to managing staff and projects, including a willingness to take responsibility and suggest solutions to problems encountered
  • Motivated and committed to continuously developing technical, commercial and client relationship skills 
  • Effective time management skills and ability to efficiently organise workload to deliver on time and on budget
  • Willingness to maintain and develop technical knowledge through internal and external training and reading of technical books/journals 

Salary up to £65,000 (DOE) + Benefits.  Our client offers a friendly and supportive working environment coupled with flexible working arrangements. For further information please contact Stuart Ringland (0131) 516 4333 or email stuart@lusona.co.uk