Private Client Tax Manager

Role Overview

• Preparing complex personal tax returns.
• Managing a portfolio of personal tax clients, ensuring key deadlines are met.
• Assist junior team members with training and queries.
• Reviewing simple tax returns prepared by junior team members.
• Identify and support advisory opportunities.
• Manage client relationships.
• Assist with wider compliance obligations of the tax team. This may expand to include CGT returns & calculations, IHT returns, trust regulations, etc.
• Any other ad-hoc duties that may be required, including assisting with advisory work in a range of areas, e.g., residency/ domicile issues / property issues/ IHT, trusts & estates.

Requirements

• ATT qualified or equivalent.
• Good technical tax knowledge and experience in preparing personal tax returns.
• Developing experience in managing a compliance portfolio.
• Good communication and inter-personal skills.
• Ideally would have experience in preparing advisory reports
• Experience of looking after own client allocation for the annual compliance cycle.
• Working with SME clients at a mid-tier UK accounting firm.
• Ability to communicate effectively at all levels and provide excellent client care.
• Demonstrable experience of working with increasingly complex tax returns and a varied portfolio.

Benefits

At Menzies, we know that success starts with our people. That’s why we offer:🌍 Career Development: From learning opportunities to career coaching, we’ll help you achieve your goals.🌍 Competitive Benefits: Private medical cover, pension matching, and enhanced parental leave, to name a few.🌍 Flexibility That Works for You: Agile working is embedded in our culture.🌍 Perks That Go Beyond: From volunteering days to wellbeing initiatives, we care about your whole self.**** To find out more about our benefits please read here