Our client, a Banbury based accountancy practice is looking for a Senior Tax Accountant/Private Client Manager to join their progressive practice. This Senior Tax Accountant/Private Client Manager job is an ideal opportunity for an ambitious qualified accountant to improve their career prospects. The role is suitable for someone with experience of working within a busy Public Practice firm and who enjoys working directly with clients on a face to face basis. The role is approx. 80% advisory and 20% compliance.
This accountancy practice has established an impressive client portfolio; with their team of experienced accountants delivering a range of consultancy and compliance led services. The practice has a long-established presence in the region and an enviable reputation with local business owners. Due to recent restructuring within the team (and internal promotions) there is the requirement for a Private Client Service Manager to take care of a small portfolio of clients including HNWI's, Business Owners, Partnerships, Sole Traders and other Private Clients.
The main responsibilities for this Private Client Tax Manager job include;
– Planning and controlling the work of the Tax and Wealth Planning Department
– Reviewing the work of Tax juniors and Semi Seniors to ensure feedback/mentoring is provided and quality is monitored
– Assisting the Private Client Partner to make sure that WIP is managed and other KPI's are met
– Contributing to overall practice development
– Working closely with the Partners to create and deliver Tax Planning solutions to HNWI's and other clients
– Liaising with clients and building relationships with them whilst actively seeking business and personal tax planning opportunities
The perfect Tax Senior/ Private Client Manager will be CTA/ATT qualified with experience of working within a busy public practice accountancy firm. You will need to demonstrate your confidence in communicating with clients at all levels and your commitment to service excellence. You will be working in a predominantly advisory role as opposed to compliance, supporting the tax partners with complex tax work including IHT, CGT and SDLT deals. You will need to be highly literate and able to write technical reports where required.
Ideally suited towards an Oxfordshire based Personal Tax Senior/ Tax Accountant or Private Client Manager looking to join an employee focused accountancy firm where they can reach their full potential and take full advantage of the career growth opportunities on offer. For the right Tax professional, this role could progress to a more senior position in 2-5 years.
To find out about more Senior Accountant / Client Manager Jobs in Banbury, Oxfordshire please contact us today. Public Practice Recruitment Ltd are specialists in accountancy practice recruitment with over a decade of experience in recruiting across Audit, Accounts, Tax, Corporate Finance, VAT & Employment Tax.