Morgan McKinley is working with a Top 40 accounting practice based in Central London who are expanding their team with a Private Client Tax Senior Manager
This is a mixed compliance/advisory role which will involve a high percentage of non- UK domicile cases. Running a portfolio of compliance cases along-side supporting seven private client partners with advisory work. There will also be staff management and development involved.
Key duties include:
- Responsibility for a mixed portfolio of personal tax clients, including specifically non-doms, HNWIs, sole-traders, partnerships, and offshore trusts.
- Assisting partners on the delivery of advisory work which will include the preparation of reports on matters such as IHT planning (including UK trusts), residence, pre-arrival planning, offshore structures (involving offshore trusts and companies) and planning work in anticipation of the new rules for non-doms from 6 April 2025.
- Preparation and attendance at both existing and potential new client meetings, setting budgets for the follow up work, and ensuring the work is carried out in a timely manner and within budget.
- Liaising with clients on routine and ad-hoc assignments including correspondence by email, telephone and face to face meetings. Matters to include inheritance tax, income tax and capital gains tax.
- Correspondence with HMRC in relation to s9A enquiries and preparing disclosures under the digital disclosure facility.
- Reviewing tax returns prepared by other members of staff for approval by the client and for then electronically filing them.
- Billing clients on a quarterly basis, including making reserves and keeping partners up to date with any billing concerns.
- Responsible for monitoring own time budgets and chargeability.
- Attendance and contribution at internal departmental management meetings.
- Networking at events for business development.
- Contribution to in-house publications.
Particular aptitudes / skills required:
- Must have a minimum of 5 years private client tax experience.
- CTA Qualified.
- Experience and up-to-date knowledge is required of non-doms and offshore structures.
- Client facing experience is required including being comfortable speaking to and meeting with clients on a regular basis.
- Good organisational skills will be required to organise his/her own work to ensure that all deadlines are met.
- Good computer skills including a sound knowledge of Word & Excel are required.
- People management skills
- Commercial awareness
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
Morgan McKinley encourages applications from all qualified candidates who represent the full diversity of communities in the UK. Accommodations are available on request for candidates taking part in all aspects of the selection process.
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