Location: Cambridge office - 3 days in office, 2 days from home
The Role
A Private Client Tax Manager, you will lead the delivery of personal tax services, managing client portfolios and ensuring compliance with UK tax regulations. You provide expert advice on complex tax planning, oversee teams, and develop strong client relationships. Your role ensures exceptional client service and contributes to the growth of the tax practice. The ideal candidate should be able to:
Demonstrate a clear understanding of clients' business, objectives, challenges and risks sufficient to brief more junior colleagues on assignment and direct work accordingly
Demonstrate a broad understanding of client/customer market and environment.
Manage flexible working of self and assistants based around client needs and business deadlines
Review WIP on a monthly basis to ensure that fees are raised for any work that is completed or at a billable stage and that any doubtful time that may not be recovered is adequately provided, by updating CCH with the required provision
Gain experience of winning new work through input into the preparation of proposals, fee quotes and attending client tenders.
Maintains up to date technical knowledge and awareness of wider business advisory opportunities through technical reading and attending in house departmental seminars, to identify potential issues and emerging opportunities in own and other service areas of the business.
Identifies skills and knowledge gaps in department and actively makes suggestions to resolve
Aware of their unconscious bias and ensures this is appropriately considered throughout the candidate selection and recruitment process. Considers whether candidates fit within the firms wider values, doesn't solely focus on technical skills
Demonstrates a commitment to developing team members by assigning challenging work ensuring to give support where appropriate and necessary
Empowers team members to think independently.
Review complex Private Client tax returns.
Manage a large portfolio of clients with complex needs, build relationships with the client, and demonstrate good communication skills with the wider client team to ensure workflow is efficient and within client's expectations.
Demonstrates technical research skills.
Review final tax packs / transmittal letters for Private Tax clients and approve for issue to client.
Managing junior members of staff working on their clients, delegating appropriately.
We use essential cookies to make this site work. With your permission we would also like to use the optional cookies below. Nothing optional is set until you choose, and you can change your mind at any time from "Cookie settings" at the bottom of every page. Cookie policy.
Essential — keep the site working and secure, and remember the choice you make here. Always on.