Private Client Tax Manager
Truro
Cornwall
As a Manager in the South Wests leading private client tax team you will advise and manage a diverse group of interesting and rewarding clients. Working as part of a team of 12 based within the Truro office you will help to deliver a first class tax advisory and compliance service.
The role:
Drafting reports and letters providing tax advice including IHT planning, residence and domicile, UK and offshore trusts etc
Undertaking CGT advice on property, shares etc
Compliance services including self-assessment tax returns, CGT 60-day reporting and IHT returns
Liaise with other offices throughout the world to meet client requirements
Maintain good client relationships including by telephone and face to face meetings
Correspond and deal confidentially with client enquires in relation to their personal tax issues and liabilities.
Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms, in the delivery of an excellent client service
About you:
Experience in providing and delivering tax advice
Some knowledge of trust and estate taxation
Ability to review and interpret tax legislation, case law and Double Tax Agreements
Understanding of compliance standards imposed by the various regulatory authorities for tax
Commercially astute, with keen analytical and problem-solving mind
Organised and able to plan time efficiently in order to meet deadlines
Ability to work independently and as part of a team
Strong interpersonal skills and ability to build rapport quickly with clients
Professional and discreet in demonstrating client care
Ability to manage WIP and debtors
Digita experience an advantage
Competitive salary
Financial, Health and Wellbeing and other benefits
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