Our client is a leading independently owned provider of investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organisations. With 13 principal offices in the UK and Ireland, 1,700 people and an international capability in over 100 countries, our aim is to provide an innovative global service.
Their Birmingham Office is located in the centre of the Birmingham business district and is focused on delivering high level consultancy services to HNWIs, entrepreneurs and their businesses.
There are 9 Tax Partners and Directors in the office supported by over 20 dedicated staff evenly split between Corporate and Private Clients.
The Private Client Tax Services team is seeking a senior manager to support Partners and Directors with a broad range of planning assignments.
The successful candidate will be working independently on consultancy assignments, typically relating to non-doms and overseas structuring matters but also providing capital taxes and more general wealth tax advice to HNWIs and entrepreneurs.
Over time such assignments can lead to on-going compliance matters with the role therefore extending to being the relationship manager and being responsible for the delivery (but not the preparation or review) of annual tax returns for the individual client, their family and their structures.
The successful candidate will be expected to get involved in business development, both in terms of the local marketplace and, possibly, firmwide campaigns.
Key responsibilities will be to:
•Deliver excellent client service by developing and maintaining client relationships
•Liaise proactively with clients, Partners and other members of the team on advisory matters
•Assist Partners in, and where appropriate, leading tax planning projects in relation to various matters to include domicile, , onshore and offshore trusts and structures, capital gains tax and inheritance tax planning.
•Manage HMRC enquiries together and deal with any disclosures required to be made to HMRC, either by voluntary written disclosure or via one of the disclosure facilities to the offshore disclosure unit.
•Take responsibility for billing and monitoring budgets.
•Guide junior members of staff in dealing with advisory work and review this work.
•Assist with managing junior member of staff including helping them with technical and personal development.
•Present periodically at technical training sessions.
•Engage in personal business development activities and support business development activities of the wider Private Client and S&W team.
•Ensure technical knowledge is kept up-to-date.
•Monitor internal procedures to ensure that they are adhered to and take responsibility for some departmental administrative tasks.
The necessary experience/skills are:
•Significant experience gained within a professional services firm.
•Demonstrable knowledge of private client tax and associated professional advice.
•Demonstrable experience of delivering tax planning/advisory projects