Our client, one of the UK’s top 20 accountancy practices, is a forward-thinking firm of Chartered Accountants and Business Advisers based in High Wycombe. They require a senior tax manager to plan the departmental workloads and, in conjunction with the Head of Office, ensure sufficient resources are available to meet the varying demands of all clients and partners. The portfolio consists of a mixture of private clients, high net worth individuals, landed estates, onshore, offshore trusts, professional partnerships together with owner managed businesses and UK subsidiaries of overseas holding companies. The individual will report to the Head of Office and will also work directly with the client partners.
Management of the direct tax compliance responsibilities for the client portfolio and department including:
Identification of tax planning opportunities, covering income tax, capital gains tax and inheritance tax for individuals and corporate tax planning for companies.
Liaising extensively with clients in relation to day-to-day compliance and planning issues and opportunities
Ensuring technical competence and accuracy of the department’s work through review
Adherence to statutory and other deadlines
Meeting billing targets
Monitoring time and recovery for the group
Reporting back to partners, the department provides support to the resident partners and partners in the London office.
Identification of training requirements for self as well as team members and attending training courses as required
Monitoring response times to clients and partners to ensure excellent standards of service are provided
Staff management responsibility for the team. This will include recruitment, appraisal, objective setting, coaching, mentoring, development and performance management, as well as reviewing and solving technical problems raised by the team.
ACA/CA or CTA qualified or both.
Relevant experience in a general practice firm.
You must have dealt with a range of tax issues appropriate to a client base of private and corporate clients.
You should have relevant experience at Senior Manager level dealing with all aspects of income, capital gains and inheritance taxes, both at compliance and planning levels and at the tax issues of private companies both from the point of view of the company structure, and that of their owners.
Previous experience of using computerised tax packages is essential.
You should have strong organisational and problem-solving skills and can manage, develop and motivate staff.
Technical skills are obviously important, but this position also requires resilience and a team orientated and flexible personality.
The ability to use your own initiative is essential. The role requires strong communications skills and the ability to relay technical information to clients in a straight forward manner.
You should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements.
You must also be able to market your skills and those of the firm, both on a one-to-one basis and in presentations.