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Date Added: Sat 08/06/2024

Tax Client Manager

Weybridge, KT13, UK
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Job Type: Permanent, Full Time

Tax Client Manager

TWP is a well established firm of chartered accountants, tax and business advisers with offices in Weybridge and Cranleigh, Surrey. With over 50 highly skilled employees, including partners, we are a firm committed to delivering exceptional service to both individual and corporate clients.

The Role:

We are actively recruiting a proactive Tax Client Manager who is passionate about making a difference to join our growing team. We have a friendly and supportive working environment. Our Private Client team assists with the taxation affairs of around 1,500 private clients. Typical clients include HNWI's, Non-resident/Non-domiciled Taxpayers, Trusts & Estates, Landlords and business owners and their families. Our Corporate Client Team assists with the taxation affairs of around 1,000 companies. Typical clients range from small family companies to groups of companies and

General Duties and Responsibilities:

• Report to the Business & Corporate Tax Director and Tax Partner
• Provide overall support to Partners and directors on client matters and special projects including exposure to a wide variety of tax issues
• Manage a portfolio of clients and their day to day compliance affairs
• Responsibility for recovery rate target and profitability on pre-agreed portfolio
• Build a good rapport with clients with a clear understanding of client expectations and ensuring exceptional levels of service
• Coach, mentor and manage junior members of the team
• Assisting with other tax service lines such as Capital Gains Tax Returns, Inheritance Tax, Trusts & Estates, ATED, P11d's, Employment Related Securities, Research & Development Relief claims etc.
• Producing well supported technical research and conclusions in relation to compliance matters
• Assisting with enquiries raised by HMRC.

Qualifications Essential:

CTA qualified or ATT with minimum of 5 years practical experience.

Skills and Knowledge required:

• Proven track record working in a small or mid-tier accountancy practice
• Technologically adept (experience of using CCH would be beneficial, but not essential)
• Experience working with high net worth individuals
• A talent for presenting complex findings in a clear and concise manner
• Work independently and as part of the team
• Experience in one or more of the following areas: -
o Taxation of non-domiciled/Non-resident taxpayers
o Trust and estate taxation
o Inheritance tax
o Employment Related Securities
o Research & Development Relief claims

What you can expect from TWP:

* Competitive salary

* 23 days holiday a year, made up of 20 days plus an additional 3 days to be taken between Christmas and New Year when the office closes, as well as the usual Public Holiday entitlement

* Private healthcare scheme

* Company pension

* Opportunities for progression for those who deliver

* Flexible working

* Professional Membership - we will pay for your membership fees of the relevant professional body each year

* Regular staff social events

* Subsidised gym membership

* Team knowledge sharing sessions

Applications should be made by email or post including a full C.V. and a covering letter.

Please note: TWP Accounting will not pay agency fees where speculative and/or unsolicited CVs are submitted by any means. For any CVs which are submitted without agreement from the TWP HR or Recruitment team, then we reserve the right to contact and work directly with these candidates without payment of any agency fees at all
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