Location – Bristol
Our client’s personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice. For businesses, their range of services include assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring, as well as corporate finance and transaction services.
Our client focuses primarily on mid-corporates, owner-managed businesses, private clients and professionals, and provide robust, open and honest support. Their skill is to link their many service offerings to provide ‘joined up’ thinking, delivered in an approachable and pragmatic way with a high degree of partner involvement
Private Client Tax Services
Many individuals seek help with their taxes whether it is due to lack of time, the complexity of the annual tax return process or to find tax efficient strategies. Whatever their reason, our client can help individuals from all walks of life with all the tax issues they may face. They can deal with compliance obligations and reporting requirements while also offering high level planning advice on a domestic and international level.
The role
To manage own portfolio of clients and working with senior staff on consultancy and advisory personal tax planning and offshore projects.
Key responsibilities
- Manage a portfolio of personal clients with complex tax affairs, focusing on non-UK domiciled individuals, HNWIs, and some trusts.
- Deliver excellent client service by maintaining client relationships
- Day to day responsibility for meeting both client and compliance deadlines, monitoring time limits and elections
- Liaise proactively with clients on advisory matters
- Assisting Partners in tax planning projects such as non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issues
- Manage HMRC enquiries and dealing with HMRC correspondence of both compliance and advisory nature
- Contribute at client meetings
- Responsible for billing and monitoring budgets
- Review compliance and basic advisory work prepared by more junior members of staff
- Assist with managing junior member of staff including helping them with technical and personal development
- May present at technical training sessions
- Support business development activities of the team
- Maintain technical knowledge
- Ensuring internal procedures are adhered to and responsible for some departmental administrative tasks
Skills and attributes
- Planning and Organising – Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure. Must be able to instruct others, delegate appropriately and control delegated work.
- Written and Oral communication – Good written communication skills are necessary to draft reports and correspondence with clients and HMRC to explain technical issues in an easily understandable manner. Must have good inter-personal skills to be able to liaise with clients and other staff members.
- Team work – Provide link in chain to supervise staff members below and support Partners above. To be a reference point for technical and other queries to motivate staff and liaise with Directors when difficulties arise.
- Technical Expertise – Maintain technical knowledge. Need to be able to understand issues, spot potential problems and provide solutions.
- Account Management – Maintain portfolio of clients and able to retain and develop relationship with existing clients. Responsible for preparing budgets on jobs, time chargeability and WIP and debtor management. To be commercially astute.
- Analytical Thinking – When presented with data, need to be able to provide workable solutions.
Education and qualifications
- Professionally Qualified (CTA)
To qualify for the role you must have
- Experience gained within a professional services firm
- Sound knowledge of private tax, ideally with experience of advising non domiciled individuals and complex capital gains tax
- Significant compliance and advisory experience
- Demonstrable people management and organisational skills
- Demonstrable experience of dealing directly with clients
- To actively seek opportunities for developing new clients and for selling new services to existing clients
Benefits to you
In delivering its purpose, our client has set out three core values that they are committed to embedding in the culture of the business:
- Personal — they treat you as an individual: Our client is a people business at heart and strive to deliver a friendly, inclusive, and personalised service to all clients, large and small.
- Partnership — they go further together: They develop relationships that stand the test of time, spanning multiple generations. They partner across the full breadth of our expertise to create value for clients, the company and society at large.
- Performance — they strive for more: They are ambitious for their clients and for themselves, so they aim to be a forward-thinking and innovative business that leads the way in the industry.
Diversity and inclusion
Our client recognises the benefits of a diverse workforce and is committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion, or belief. Our client is committed to equal opportunities in all aspects of their work.
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