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DATE ADDED: Thu 12/09/2019

Senior Manager - Private Client - Reading

Reading, UK


Job Description

The role entails working with entrepreneurial businesses, shareholder owned companies and high net worth individuals providing a mixture of advice and compliance services on a wide range of private services. This is an advisory role requiring a Manager with significant previous private client experience. More specifically, some of the responsibilities will include:-

  • Ensuring the delivery of a high quality personal tax service to our clients;
  • Managing a portfolio of more complicated clients, including partnerships, and being able to provide personal tax advice on a wide range of assignments including inheritance tax, capital gains tax and particularly identifying opportunities to advise your portfolio of clients in relation to these taxes;
  • Providing original and creative thinking to solve tax problems, frequently leading to providing wholly bespoke tax advice and solutions on one-off assignments;
  • Project managing tax advisory assignments to ensure deadlines, risk management and compliance procedures are all met
  • Managing work in progress and ensuring prompt billing and cash collection;
  • Overseeing the performance and career development of partly and newly qualified staff.
  • The Successful Applicant

  • Qualified accountant or tax advisor (ACA, ACCA or CTA) with experience working with entrepreneurial businesses or tax specialist with prior experience of working in a similar environment with exposure to varied advisory assignments.
  • Academically strong results in career to date coupled with a deep technical understanding of the issues facing private clients.
  • A keen and insightful understanding of the issues facing clients and an ability to deliver bespoke tax solutions to meet their needs.
  • An ability to work as part of a team as well as on their own initiative.
  • High level of analytical skills and a commercial approach to resolving issues and providing advice.
  • Strong interpersonal skills are required in addition to strong oral and written communication skills.

  • Role: Senior Manager - Private Client - Reading
    Job Type:
    Location: Reading, reading, england, United Kingdom

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